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Mercer Advisors Named Top RIA Firms to Watch in 2020

As the new year kicks off, more than half of Americans surveyed have vowed to improve their finances. But, as they research different financial professionals, how will they know how to choose a financial advisor they can trust?

The 94 financial advisory firms listed below were selected using our rigorous Trust algorithm, which sorts through 23 million data points from the SEC, FINRA and manual compilations regularly.

The Great Wealth Transfer Has Begun
Laura Combs on Personalized Leadership
Mercer Advisors Named #1 RIA Firm by Barron’s for Second Consecutive Year
Christine Cataldo on Leveraging AI
Mercer Advisors Named a Top 10 Bay Area Wealth Management Firm by San Francisco Business Times

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