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InvestHERs Recognized for Outstanding Thought Leadership

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

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