Mercer Advisors is honored to be featured with 5 stars on Newsweek’s America’s Top Financial Advisory Firms 2025 list. Since 1985, we have served clients as a dedicated fiduciary helping them amplify and simplify their financial lives. Our family office model and comprehensive approach to wealth management make us the firm of choice for the more than 31,000 clients we serve.  

Newsweek and Plant-A Insights Group partnered together to examine 15,000 SEC-registered financial advisory firms. They looked at asset performance, client performance, advisor expertise and client ratio, and breadth of service offerings, and conflicts of interest. It is an honor to be included on this list and recognized for our dedication to our clients. 

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 he/she 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.. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.