Mercer Advisors is proud to announce that 37 advisors have been named to the Forbes 2026 Best-In-State Next-Gen Wealth Advisors list, making Mercer Advisors the most represented Independent RIA firm on this year’s ranking. This recognition highlights the talent, dedication, and client-first mindset of the next generation of advisors helping individuals and families navigate their financial lives with confidence.
As Mercer Advisors continues to grow its national footprint, the firm remains deeply committed to identifying, developing, and supporting emerging talent. Through programs focusing on mentorship, public speaking, financial planning career development, and leadership development, Mercer Advisors invests in helping advisors build meaningful careers while delivering an exceptional client experience.
With more than 110 offices nationwide, Mercer Advisors pairs local expertise with integrated teams across investment management, tax planning, estate planning, and other wealth management disciplines. This planning-first approach aims to empower advisors to deliver coordinated, personalized guidance tailored to each client’s unique goals, helping them navigate complexity and achieve what matters most.
Important Information Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here. 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 they 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. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
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