This year, 16 of our advisors have been named to AdvisorHub’s Advisors to Watch list, a prestigious recognition honoring top financial professionals across the industry. This achievement highlights the commitment, expertise, and client-first approach that define our advisors’ work. Each honoree exemplifies the high standards of service and thoughtful guidance that clients rely on to navigate their financial journeys with confidence.
To be considered for the rankings, advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a clean regulatory record. The collective AdvisorHub rankings celebrate excellence in scale, growth, and professionalism—qualities that define our team.
This recognition reflects more than individual accomplishment—it underscores the collective strength of our advisory team and their dedication to delivering meaningful outcomes for clients nationwide.
250 RIAs to Watch:
- Kalita Blessing, CFP®, CAP®, AEP®, CSRIC™- Partner, Dallas, TX
- Jojo Cresci, CFP® – Partner, Walnut Creek, CA
- Fanny Guo, CFP® – Sr. Wealth Advisor, Walnut Creek, CA
- Harrison Fant, CFP®, AIF® – Principal, Atlanta, GA
- David Kerber, CFP®, CRPC®, MPAS®, ABFP℠ – Managing Partner, Scottsdale, AZ
- David Levy, MBA, CFP®, AEP® – Managing Partner, Houston, TX
- Cathy Miller, MBA, CFP®, CDFA® practitioner, CRPS® – Partner, Atlanta, GA
- Leigh Shimamoto, JD, CFP® – Sr. Wealth Advisor, Menlo Park, CA
- Lawrence Solomon, MBA, CFP® – Sr. Wealth Advisor, McLean, VA
- Chip Workman, CFP® – Managing Partner, Cincinnati, OH
- Joseph Young, CFP®, MBA, MSF, CRPC® – Managing Partner, McLean, VA
200 Advisors to Watch (Over $1B):
- Jennifer Currin Gutridge, CFP® – Sr. Wealth Advisor, Portland, OR
- Jonathan Mitchell, MBA, CFP®, ChFC®, CPWA®- Partner, Santa Barbara, CA
- Dane Sauer, CFP® – Managing Partner, Chicago, IL
- Tyler Smith, CFP®, AIF® – Sr. Wealth Advisor, San Diego, CA
- Tracey Turko, CFP®, AEP – Partner, Charlotte, NC
Important Information: 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 they 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. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
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