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Mercer Advisors Listed in Barron’s Top 40 RIA List 2018

This year, the RIA Firm ranking expanded to 40 spots (from 30 last year and 20 in 2016), to make room for the explosive growth of elite firms. The average assets under management by the top 20 RIA firms in our survey grew 40.7% since 2016, to $15.8 billion. Their operations are similarly expanding: The average number of offices rose from 20 to 31; the average number of advisors at each firm grew from 63 to 83; and the average number of advisory clients increased from 5,518 to 8,012.

#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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