Financial Advisor Magazine Recognizes Mercer Advisors in Annual RIA Ranking

Methodology: To be eligible for the Financial Advisor (FA) magazine Registered Investment Adviser (RIA) ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients. For the 2024 ranking, firms were measured and ranked by their 2023 year-end assets under management. On an annual basis Financial Advisor (FA) magazine invites RIA firms to complete a survey for this ranking. The specific criteria for ranking is not included in the FA summary article. FA magazine independently sets its ranking criteria and Mercer Advisors has no influence on the criteria. FA Magazine does not disclose how many firms were considered or applied for inclusion on the list. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Financial Advisor Magazine for logo licensing.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, 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 is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.