Over 20 of our advisors have been recognized on the 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State list—a testament to their dedication, knowledge, and client-first mindset. This prestigious honor reflects Mercer Advisors’ continued commitment to empowering families to achieve financial freedom through personalized, comprehensive wealth management.

Our advisors are hand-selected to serve each client with care and focus, backed by a unified team that spans investment management, financial planning, tax strategy, estate planning, insurance solutions, and trustee services. This recognition underscores the national impact of our team and the trust our clients place in us—wherever they call home.

Important Information 
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. 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. 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 (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.