Skip to main content

Awards & News

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

Awards

Barron's
Barron’s Names Mercer Advisors #6 in Top 100 RIA Firms 2020
Oct 21, 2020

Barron's Names Mercer Advisors #6 in Top 100 RIA Firms

News

  • PR Newswire
    Mercer Advisors Acquires Personal Financial Advisors
    Oct 08, 2020
  • Financial-planning.com
    Mercer Advisors Ranked #3 on Financial-Planning.com’s 2020 RIA Leaders
    Oct 06, 2020
  • Financial Advisor Magazine
    Head of Family Wealth Services’ Jeremiah Barlow on Why Now Is The Optimal Time To Gift To Loved Ones
    Sep 03, 2020
  • Advisor Perspective
    CIO Don Calcagni Talks with Advisor Perspective About Gold
    Sep 01, 2020
  • PR Newswire
    Mercer Advisors Appoints Stefanie Shelley As A New Board Member
    Aug 11, 2020
  • PR Newswire
    Mercer Advisors Acquires Summit Wealth Advisors, Inc.
    Aug 07, 2020
  • PR News Wire
    Mercer Advisors Continues Its National Expansion, Acquires Pegasus Advisors
    Nov 02, 2016
  • Investment News
    Mercer Advisors Acquires Wealth Design Services
    Jul 12, 2017
  • WealthManagement.com
    Mercer Advisors Acquires Blue Moon Wealth Advisory
    Aug 16, 2017
  • WealthManagement.com
    Mercer Adds Two RIAs with $265 Million in Assets
    Jan 09, 2018
  • Hartford Business
    Mercer Advisors Acquires Hartford-based Pinnacle Investment Management
    Jan 09, 2018
  • Investment News
    Mercer Advisors Acquiring Its Way to National Family Office Status
    Feb 17, 2018
  • Santa Barbara Times
    Mercer Advisors Acquires Austin-based Murray & Co. Asset Management
    Feb 28, 2018
  • Denver Business Journal
    Mercer Advisors Acquires Traust Sollus Wealth Management
    Mar 05, 2018
  • RochesterFirst.com
    Jamie Block Discusses Roth IRA conversions with RochesterFirst.com
    Aug 17, 2020
  • PR News Wire
    Mercer Advisors Launches Comprehensive Women’s Initiative – InvestHERS
    Jul 18, 2018
  • Cision PR Web
    Mercer Advisors Launches RIA Partnership Educational Series
    Sep 18, 2018
  • RIA Biz
    Mercer Advisors’ CEO Explains Why Rising Private Equity Involvement in the RIA Business is Flat-out Great
    Oct 22, 2018
  • Investment News
    Mercer Advisors Moves Toward $14 billion AUM with Sigma Deal
    Nov 12, 2018
  • Financial Advisor Magazine
    Mercer Advisors Acquires Financial & Investment Management Group, Ltd.
    Nov 15, 2018
  • Investment News
    Mercer Acquires Ray Mignone Associates
    Sep 21, 2017
  • Investment News
    Mercer Advisors Acquires Clearwater, Fla.-based $364M RIA GFS Private Wealth
    Nov 21, 2018
  • Wealth Management
    Mercer Advisors Continues Expansion with Acquisition Of McDermott Advisory Group, LLC
    Nov 27, 2018
  • Wealth Advisor
    Mercer Advisors acquires Bell Wealth Management
    Dec 12, 2018
  • Think Advisor
    10 Year-End Tips to Cut Clients’ Tax Bills
    Dec 13, 2018
  • Think Advisor
    Mercer Advisors Acquires Bay Area RIA Dragon Financial Group
    Jan 04, 2019
  • Denver Business Journal
    Mercer Advisors aspires to be the Mayo Clinic of Wealth Management – Denver Business Journal
    Feb 08, 2019
  • Investment News
    Mercer Advisors Acquires Confluence Financial Advisors
    Mar 11, 2019
  • PR News Wire
    Mercer Advisors promotes Kara Duckworth to lead Client Experience
    Mar 26, 2019
  • Forbes
    Albert Zdenek Named Forbes Best-In-State Wealth Advisors 2019
    Mar 29, 2019
  • Think Advisor
    Insight from Kara Duckworth, Head of Client Experience, on the Value of Family Meetings Published in Think Advisor
    May 30, 2019
  • WealthManagement.com
    WealthManagement.com Publishes Mercer Advisors CIO’s Views on the Economic Impact of the US-China Trade War
    Jun 20, 2019
  • Financial Advisor IQ
    Mercer Advisors Acquires Jackson Financial Management
    Jun 20, 2019
  • CityWire
    Mercer Advisors Acquires Sage Future Financial
    Sep 05, 2019
  • WealthManagement.com
    Mercer Advisors Takes ESG to a New Level
    Aug 22, 2019
  • Investment News
    Mercer Advisors Acquires Regent Wealth Management Group
    Aug 14, 2019
  • Pacific Coast Business Times
    Mercer Advisors Named Hall of Fame inductee; Best Places to Work
    Apr 22, 2019
  • Financial Advisor Magazine
    Mercer Advisors Acquires SD Financial Pathways
    Dec 19, 2019
  • PRWEB
    Laura Combs Promoted to Senior Management Role
    Jan 07, 2020
  • Financial Planning
    Mercer Boosts Female Leadership with New Hire
    Jan 23, 2020
  • WROC
    WROC Interview with Jamie Block about Important Changes for Retirees and their Distributions
    May 18, 2020
  • Financial Advisor Magazine
    The Coronavirus And Financial Markets: Advice For Investors
    Feb 26, 2020
  • MarketWatch.com
    Don Calcagni, CIO, Point of View on What is Needed to Calm the Nervous market (Coronavirus)
    Mar 10, 2020
  • Forbes
    Mercer Advisors’ Jessica Caruso and Tracey Turko are Named by Forbes as Top Women Wealth Advisors
    May 05, 2020
  • 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
  • ThinkAdvisor
    Our CIO Provides His Perspective on the Recent Day Trading Craze and How Investors Should Tread Lightly
    Aug 03, 2020
  • PRWEB
    Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award
    Jun 17, 2019
  • WealthManagement.com
    Dave Welling Named CEO of the Year
    Sep 16, 2019

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.

Inc. 5000 – Companies on the 2020 Inc. 5000 are ranked according to percentage revenue growth from 2016 to 2019. To qualify, companies must have been founded and generating revenue by March 31, 2016. They must be U.S.-based, privately held, for-profit, and independent–not subsidiaries or divisions of other companies–as of December 31, 2019. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2016 is $100,000; the minimum for 2019 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to three decimal places. There were four ties on this year’s Inc. 5000.

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.

2020 Financial Times Top Registered Investment Advisors, The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). 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.

Financial Advisor (FA) – To be eligible for the Financial Advisor (FA) magazine Registered Investment Adviser (RIA) ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients. For the 2020 ranking, firms were measured and ranked by their growth in assets under management from 2019 to 2020. On an annual basis Financial Advisor (FA) magazine invites RIA firms to complete a survey for this ranking. The specific criteria for ranking is not included in the FA summary article. Mercer Advisors paid no fees to be included in this ranking. FA magazine independently sets its ranking criteria and Mercer Advisors has no influence on the criteria. FA Magazine does not disclose how many firms were considered or applied for inclusion on the list.

Denver Business Journal – Information on The List was supplied by individual companies through questionnaires and could not be independently verified by Denver Business Journal. Only companies that replied to our inquiries were included in this List. LPL Financial, ranked No. 11 on last year’s list, declined to participate this year.