Mercer Advisors earned a 5-star rating and ranked “Best Overall” on The Wall Street Journal Buy Side’s list of top financial advisor firms for high-net-worth individuals. The list recognizes firms that go beyond portfolio management to address the full complexity of significant wealth.
In the ranking, Mercer Advisors stands out for our comprehensive family office services, tiered offerings tailored to varying levels of wealth, in-house estate, tax, and insurance expertise, and customized portfolios that include access to private investments and other alternatives.
Our integrated, unified approach continues to resonate across the full wealth spectrum.
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, available via the “View Source” button provided below. 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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