Mercer Advisors was named among the top 15 wealth management firms in the San Diego Business Journal’s 2026 rankings—marking the second consecutive year our firm has earned a place among the top wealth management firms in San Diego.
Our San Diego office continues to distinguish itself through deep roots in the local community and a nuanced understanding of the region’s financial landscape. Because our advisors live and work in San Diego, they carry a distinct awareness of the opportunities, challenges, and priorities that shape the financial lives of individuals and families across the area.
With more than $2.3 billion in client assets managed locally, our team is committed to delivering the personalized, values‑aligned guidance our clients rely on. At Mercer Advisors, our mission remains clear: to help clients amplify and simplify their financial lives so they can live the life they choose.
Company statistics as of November 30, 2025
Firms were Ranked by assets managed locally for fiscal year 2025
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
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