Mercer Advisors Named a Top 10 Bay Area Wealth Management Firm by San Francisco Business Times

Mercer Advisors has ranked in the top 10 of the San Francisco Business Times 2025 Largest Wealth Management Firms in the Bay Area list. We have four offices and over 75 employees in the Bay Area and manage over $10B in client assets in the area.

Our local Bay Area team is committed to providing tailored guidance to a wide range of clients. Some of our team’s specialties include concentrated stock, multi-generational wealth management, and foundations and endowments.

We’ve worked hard to retain some of the best aspects of a local boutique firm: white-glove service that comes from an intimate understanding of our clients’ families, lifestyles, situations, and needs. We combine this with the type of resources, specialized personnel, and risk mitigation of a national firm.

Learn more about our Bay Area team here.

Important Information

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, 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 is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.