WealthManagement.com
A judging panel of industry experts and luminaries recognized Mercer Advisors in the Family Office category for the InvestHERs, Mercer Advisors’ women’s initiative designed to promote diversity in the advisor industry, as well as to support women’s unique wealth management needs. In addition, Mercer Advisors top executive, CEO Dave Welling was named the “RIA Firm Leader of the Year.”
#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