Mercer Advisors is proudly recognized as one of the top wealth managers in the United States.
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.
Mercer Global Advisors continues its string of acquisitions, most recently adding a California wealth management practice, the company says. Costa Mesa, Calif.-based Jackson Financial Management, founded in 1995 by Tracy Jackson, manages around $510 million for clients including corporate executives, medical professionals and affluent families, according to a press release from Mercer.
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.
2018 & 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.
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.
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.
Inc 5000, The Inc. 5000 is a list of the fastest-growing private companies in the nation. Started in 1982, this prestigious list of the nation’s most successful private companies has become the hallmark of entrepreneurial success. The Inc. 5000 Conference and Awards Ceremony is an annual event that celebrates their remarkable achievements. The event also offers informative workshops, celebrated keynote speakers and evening functions. For more information on Inc. and the Inc. 5000 Conference, visit http://conference.inc.com/. Methodology The 2018 Inc. 5000 is ranked according to percentage revenue growth when comparing 2014 and 2018. To qualify, companies must have been founded and generating revenue by March 31, 2014. They had to be U.S.-based, privately held, for profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2017. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2014 is $100,000; the minimum for 2017 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Companies on the Inc. 500 are featured in Inc.’s September issue. They represent the top tier of the Inc. 5000, which can be found at http://www.inc.com/inc5000.
Investment News, These are the top 10 RIA’s in the Western U.S. based on assets under management.
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.
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.
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