Mercer Advisors has been ranked among the top five firms on the Austin Business Journal’s annual list of financial planning firms. The ranking highlights leading firms in the Austin area based on the number of CERTIFIED FINANCIAL PLANNER® professionals (CFPs®).
With more than $641 million in client assets* in the Austin market, Mercer Advisors continues to expand its presence in one of the country’s most dynamic and fast-growing regions. Our local team is dedicated to delivering integrated, client-first financial planning and investment management to individuals and families across the community.
This recognition underscores our ongoing commitment to helping clients simplify and amplify their financial lives through comprehensive, personalized advice.
Important Information: *Company statistics as of December 31, 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 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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