Thirty of our advisors were honored across five distinct categories in the annual Advisors to Watch rankings, with Mercer Advisors being the most ranked firm on the prestigious 250 RIAs to Watch list. Seventeen advisors of the 30 were featured in the 250 RIAs to Watch list, with 11 in the top 50.

To be considered for the rankings, advisors complete an application and have at least $150m in AUM, seven years of experience, two years of good standing tenure at their current firm, and a clean regulatory record. The collective AdvisorHub rankings celebrate excellence in scale, growth, and professionalism—qualities that define our team.

With over 350 advisors serving more than 35,000 clients nationwide, Mercer Advisors remains committed to a client-first philosophy: our clients come first, second, and always.

250 RIAs to Watch:

• Sarah Berry, CFP® – Sr. Wealth Advisor, Portland, OR
• Kalita Blessing, CFP®, CSRIC® – Sr. Wealth Advisor, Dallas, TX
• Matt Cook, CFP® – Managing Director, Santa Barbara, CA
• Jojo Cresci, CFP® – Sr. Wealth Advisor and Sr. Director, Walnut Creek, CA
• Jeff Giguere, CFP® – Sr. Wealth Advisor, Walnut Creek, CA
• Jennifer Currin Gutridge, CFP® – Sr. Wealth Advisor, Portland, OR
• Carl Larimore, CFP®, MS, MBA – Sr. Wealth Advisor and Sr. Director, Dallas, TX
• David Levy, CFP®, MBA – Sr. Wealth Advisor and Sr. Director, Houston, TX
• Tom McNary, CFP®, CSRIC® – Sr. Wealth Advisor and Director, Boulder, CO
• Adis Mehic, CFP® – Wealth Advisor, Atlanta, GA
• Emily Messegee, CFP® – Wealth Advisor and Sr. Director, Denver, CO
• Jonathan Mitchell, CFP®, MBA – Sr. Wealth Advisor and Sr. Director, Santa Barbara, CA
• Andra Reason, CFP®, CPA – Sr. Wealth Advisor and Director, Ames, IA
• Frances Smith, CFP®, CSRIC® – Sr. Wealth Advisor and Director, Bellevue, WA
• Tyler Smith, CFP® – Sr. Wealth Advisor, Newport Beach, CA
• Lawrence Solomon, CFP®, MBA – Sr. Wealth Advisor, McLean, VA
• Joseph Young, CFP®, MBA – Managing Director, McLean, VA

100 Advisors to Watch – Next Gen:

• Harrison Fant, CFP® – Sr. Wealth Advisor, Atlanta, GA
• Renée Pichette, CFP® – Sr. Wealth Advisor, Boulder, CO
• Dane Sauer, CFP® – Wealth Advisor and Sr. Director, Chicago, IL

100 Women Advisors to Watch:

• Jamie Block, CFP®, CPA/PFS, MBA – Wealth Advisor and Sr. Director, Fairport, NY
• Christina Hung, CFP® – Sr. Wealth Advisor, Newport Beach, CA
• Maeve Lehman, CFP® – Sr. Wealth Advisor, Boulder, CO
• Courtney Mersereau, CFP® – Wealth Advisor, Portland, OR
• Tracey Turko, CFP® – Sr. Wealth Advisor and Sr. Director, Livonia, MI

250 Advisors to Watch (Under $1B)

• Kimberly Foss, CFP® – Sr. Wealth Advisor, Roseville, CA

200 Advisors to Watch (Over $1B):

• Fanny Guo, CFP® – Sr. Wealth Advisor, Walnut Creek, CA
• Stefani Kohler, CFP® – Wealth Advisor, Santa Barbara, CA
• Kelly Palmer, CFP® – Sr. Wealth Advisor, Ketchum, ID
• Brittany Rice, CFP® – Sr. Wealth Advisor, Greenwood Village, CO

Important Information
Company statistics as of April 30, 2025.

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. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. 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.