Mercer Advisors is honored to have 12 advisors recognized by Forbes on the 2025 Top Women Wealth Advisors Best-In-State list. These rankings showcase our advisors’ commitment to our clients by providing fiduciary services so that they don’t have to worry about money. Women fill almost 50 percent of our client-facing roles, positioning Mercer Advisors to help meet the layered needs of women clients.

Important Information 

The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. 

All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 

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 he/she 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. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.