Mercer Advisors has once again been recognized on D Magazine’s list of 2026 Top Wealth Managers. We’re also proud to celebrate Sr. Wealth Advisor Rob Cox, who was named to the publication’s Best Financial Planners list.
With more than 2,900 clients across the Dallas-Fort Worth metroplex, our local team is deeply rooted in the communities we serve. From family business owners and corporate executives to retirees enjoying life in one of the nation’s most dynamic regions, we help clients navigate their financial lives with confidence and clarity.
What sets Mercer Advisors apart is our ability to combine the personalized relationships Texans value with the capabilities of a national firm. Our Dallas-Fort Worth advisors take the time to understand each client’s unique goals, family dynamics, and vision for the future, while providing access to specialized expertise in financial planning, investment management, tax planning, estate planning, and more.
This recognition reflects our ongoing commitment to helping clients build, preserve, and transfer wealth across generations. We are grateful for the trust our clients place in us and proud to serve the families, professionals, and business owners who help make North Texas such a vibrant place to live and work.
D Magazine Top Wealth Managers 2026: The final list was selected based on the following criteria:
- Top firms or teams must have total assets under management for individual clients of at least $100 million
- Average assets under management per client of at least $1 million
- A 95 percent client retention rate over the last two years
- No current disciplinary actions
- Firm must be based within our geographic boundaries.
Additionally, all firms must have been in existence for at least five years as of the application deadline. A panel of esteemed local wealth managers will review the final list based on data as of June 5, 2026.
D Magazine Best Financial Planners 2026: CERTIFIED FINANCIAL PLANNER professionals in the Dallas-Fort Worth chapter of the Financial Planning Associate were asked to nominate their peers based on the following criteria:
- Nominators must be a Certified Financial Planner AND an active member for the Financial Planning Association.
- Self-nominations are NOT accepted
- May only nominate a total of five financial planners, only two of which may be from within one’s own firm.
- Outside-firm votes will be weighted more heavily than inside-firm votes.
- All nominees must be based within our geographic boundaries.
A panel of esteemed local financial planners will review the nominations. Only CFPs in good standing will make the list. An individual must receive at least one nomination to be considered for the list. All winners must be accepting new clients at the time of publication (October 2026).
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.
More News and Awards
Ready to learn more?
Explore More
A Family Office for Your Family: A Wealth Tradition Within Reach
October 8, 2026
The 2026 Midterm Elections and Why Politics and Investing Still Don’t Mix
October 7, 2026