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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.

#4 RIA in the West by Investment News

Dec 26, 2018

Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

Jun 17, 2019

Barron’s Names Mercer Advisors #7 in Top 100 RIA Firms 2020

Oct 21, 2020

Dave Barton Named M&A Leader of the Year

Aug 14, 2018

Dave Welling Named CEO of the Year

Sep 16, 2019

#4 RIA in the West by Investment News

Dec 26, 2018

Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

Jun 17, 2019

Barron’s Names Mercer Advisors #7 in Top 100 RIA Firms 2020

Oct 21, 2020

Dave Barton Named M&A Leader of the Year

Aug 14, 2018

Dave Welling Named CEO of the Year

Sep 16, 2019

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