Awards & News

Mercer Advisors is proudly recognized as one of the top wealth managers in the United States.

Awards

Private Asset Management
Mercer Advisors Named ‘Best Private Wealth Manager’ Third Year in a Row
Feb 07, 2020

Mercer Advisors has been recognized as the best Private Wealth Manager over $5 billion for Client Service by the distinguished Private Asset Management (PAM) Awards. This prestigious award marks the third-year in a row that Mercer Advisors has been recognized in this category for delivering an outstanding client experience.

News

  • MarketWatch
    CIO Don Calcagni talks with MarketWatch about the recent fluctuations in the markets due to Coronavirus.
    Jun 22, 2020
  • WealthManagement.com
    Mercer Advisors Acquires Argosy Wealth Management, Inc.
    Jun 30, 2020
  • Investment News
    Mercer acquires $554 million RIA ClearRock Capital
    Jul 01, 2020
  • PR News Wire
    Mercer Advisors acquires M.J. Smith and Associates, Inc.
    Jul 08, 2020
  • MarketWatch.com
    Don Calcagni, CIO, Point of View on What is Needed to Calm the Nervous market (Coronavirus)
    Mar 10, 2020
  • Financial Advisor Magazine
    The Coronavirus And Financial Markets: Advice For Investors
    Feb 26, 2020
  • WROC
    WROC Interview with Jamie Block about Important Changes for Retirees and their Distributions
    May 18, 2020
  • Financial Planning
    Mercer Boosts Female Leadership with New Hire
    Jan 23, 2020
  • PRWEB
    Laura Combs Promoted to Senior Management Role
    Jan 07, 2020
  • Financial Advisor Magazine
    Mercer Advisors Acquires SD Financial Pathways
    Dec 19, 2019
  • WealthManagement.com
    Dave Welling Named CEO of the Year
    Sep 16, 2019
  • PRWEB
    Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award
    Jun 17, 2019
  • Pacific Coast Business Times
    Mercer Advisors Named Hall of Fame inductee; Best Places to Work
    Apr 22, 2019
  • Investment News
    Mercer Advisors Acquires Regent Wealth Management Group
    Aug 14, 2019
  • WealthManagement.com
    Mercer Advisors Takes ESG to a New Level
    Aug 22, 2019
  • CityWire
    Mercer Advisors Acquires Sage Future Financial
    Sep 05, 2019
  • Financial Advisor IQ
    Mercer Advisors Acquires Jackson Financial Management
    Jun 20, 2019
  • WealthManagement.com
    WealthManagement.com Publishes Mercer Advisors CIO’s Views on the Economic Impact of the US-China Trade War
    Jun 20, 2019
  • Think Advisor
    Insight from Kara Duckworth, Head of Client Experience, on the Value of Family Meetings Published in Think Advisor
    May 30, 2019
  • Forbes
    Albert Zdenek Named Forbes Best-In-State Wealth Advisors 2019
    Mar 29, 2019
  • PR News Wire
    Mercer Advisors promotes Kara Duckworth to lead Client Experience
    Mar 26, 2019
  • Investment News
    Mercer Advisors Acquires Confluence Financial Advisors
    Mar 11, 2019
  • Denver Business Journal
    Mercer Advisors aspires to be the Mayo Clinic of Wealth Management – Denver Business Journal
    Feb 08, 2019
  • Think Advisor
    Mercer Advisors Acquires Bay Area RIA Dragon Financial Group
    Jan 04, 2019
  • Think Advisor
    10 Year-End Tips to Cut Clients’ Tax Bills
    Dec 13, 2018
  • Wealth Advisor
    Mercer Advisors acquires Bell Wealth Management
    Dec 12, 2018
  • Wealth Management
    Mercer Advisors Continues Expansion with Acquisition Of McDermott Advisory Group, LLC
    Nov 27, 2018
  • Investment News
    Mercer Advisors Acquires Clearwater, Fla.-based $364M RIA GFS Private Wealth
    Nov 21, 2018
  • Investment News
    Mercer Acquires Ray Mignone Associates
    Sep 21, 2017
  • Financial Advisor Magazine
    Mercer Advisors Acquires Financial & Investment Management Group, Ltd.
    Nov 15, 2018
  • Investment News
    Mercer Advisors Moves Toward $14 billion AUM with Sigma Deal
    Nov 12, 2018
  • RIA Biz
    Mercer Advisors’ CEO Explains Why Rising Private Equity Involvement in the RIA Business is Flat-out Great
    Oct 22, 2018
  • Cision PR Web
    Mercer Advisors Launches RIA Partnership Educational Series
    Sep 18, 2018
  • PR News Wire
    Mercer Advisors Launches Comprehensive Women’s Initiative – InvestHERS
    Jul 18, 2018
  • Denver Business Journal
    Mercer Advisors Acquires Traust Sollus Wealth Management
    Mar 05, 2018
  • Santa Barbara Times
    Mercer Advisors Acquires Austin-based Murray & Co. Asset Management
    Feb 28, 2018
  • Investment News
    Mercer Advisors Acquiring Its Way to National Family Office Status
    Feb 17, 2018
  • Hartford Business
    Mercer Advisors Acquires Hartford-based Pinnacle Investment Management
    Jan 09, 2018
  • WealthManagement.com
    Mercer Adds Two RIAs with $265 Million in Assets
    Jan 09, 2018
  • WealthManagement.com
    Mercer Advisors Acquires Blue Moon Wealth Advisory
    Aug 16, 2017
  • Investment News
    Mercer Advisors Acquires Wealth Design Services
    Jul 12, 2017
  • PR News Wire
    Mercer Advisors Continues Its National Expansion, Acquires Pegasus Advisors
    Nov 02, 2016

Talk to Us.

2019 Barron’s, Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice.

2019 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.

Investment News, InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019.

Wealthmanagement.com, A panel of independent judges determined the WealthManagement.com 2019 Industry Award winners. Criteria included demonstrable impact on their firm, the industry, and wealth management in general.

2019 Financial Times Top Registered Investment Advisors, The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. To select the FT 300, we started by reaching out to the largest independent RIAs across the U.S. that have a minimum of $300 million in assets. To make sure the list was relevant to affluent individuals reading the FT, we required that no more than 75% of a practice’s assets be institutional. Qualified RIAs then filled out an online application, and were scored on several factors, including AUM, AUM growth rate and compliance record. Selection is independent and objective, and no money is exchanged as part of the process.

Investment News, These are the top 10 RIA’s in the Western U.S. based on assets under management.

AdvisoryHQ developed a breakthrough “Top-Down Advisor Selection Methodology” that is based on a wide range of filters including fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience. More information on their methodology can be found here.

2018 Barron’s, Mercer Advisors was listed in Barron’s Top 40 RIA list in 2018. This year, the RIA Firm ranking expanded to 40 spots (from 30 last year and 20 in 2016), to make room for the explosive growth of elite firms. The average assets under management by the top 20 RIA firms in our survey grew 40.7% since 2016, to $15.8 billion. Their operations are similarly expanding: the average number of offices rose from 20 to 31; the average number of advisors at each firm grew from 63 to 83; and the average number of advisory clients increased from 5,518 to 8,012.

Wealthmanagement.com M&A Leader of the Year, An individual executive leader (not limited to CEOs) of an independent Registered Investment Advisory (RIA) firm who has successfully led the growth of their firm through inorganic strategies such as mergers, acquisitions and joint ventures this past year. Criteria include demonstrable impact on their firm; financial gains; negotiating success, operational excellence in integrating merged/acquired firms; external benchmarks such as number of deals completed, total AUM acquired/merged, business value created, etc. These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Mercer Advisors by any of its clients.

2018 Financial Advisor Magazine, Mercer Advisors was named #24 in the 2018 Top RIAs and was named #32 in the 2018 Top 50 fastest growing RIAs by Financial Advisors magazine. Financial Advisor magazine’s RIA ranking is based on responses from registered investment advisors who completed an online survey. To be included in the ranking, firms need to be independent RIAs who perform financial planning as part of their business services. Firms are ranked based on the total of their discretionary and nondiscretionary assets reported for the year on their ADV and the percentage growth in assets.

Thrive Awards – To qualify for the WealthManagement.com 2019 Thrive list of fastest-growing advisors, applicants had to be based in the U.S., offer financial services to individual clients, and be free of regulatory actions. Applications were accepted from individuals, teams and companies of all types and sizes—including solo advisors, ensembles, practices, family offices, RIAs and IBD reps.

Investor.com – The 94 financial advisory firms listed were selected using a rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly. The qualifiers for the 2020 Firms to Watch are firms that hold fiduciary status, have a secure website, have a fee-only model, do not have common conflicts of interest, do not have a 12b1 conflict and wrapped up 2019 with clean disciplinary records. It is important to note that the list is not based on how many years these advisory firms have been registered or their total assets under management (AUM).

The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, such as telephone and in-person interviews, a review of best practices, service and investing models, and compliance records; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.