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Dave Barton Named M&A Leader of the Year

Mercer Advisors’ Vice Chairman Dave Barton has been recognized as the M&A executive of the year in the prestigious wealthmanagement.com’s Industry Awards Program for his leadership in developing Mercer Advisor’s M&A practice that is the foundation for the new Leadership Series.

#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 Welling Named CEO of the Year

Sep 16, 2019

InvestHERs Recognized for Outstanding Thought Leadership

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 Welling Named CEO of the Year

Sep 16, 2019

InvestHERs Recognized for Outstanding Thought Leadership

Sep 16, 2019

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