Mercer Advisors Named Fastest Growing RIA in Colorado

DENVER, August 27, 2024 – Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, announced today that the company earned the Fastest Grower in Colorado title on Citywire’s 2024 Top 50 Fastest Growers Across America list.* This is the third consecutive year being selected for this honor.

“The continued growth of Mercer Advisors is a powerful affirmation of the trust our 31,000+ clients place in us. Being recognized as the top-growing RIA in Colorado for the third consecutive year underscores our unwavering commitment to enhancing the financial well-being of families across the nation,” said Dave Welling, CEO of Mercer Advisors.

Citywire ranks RIAs based on growth in terms of assets and employees. Mercer Advisors has experienced significant growth, now managing over $63 billion in client assets and employing more than 1,130 professionals.

About Mercer Advisors 
Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a total wealth management and financial planning firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, and operates nationally through more than 90+ locations across the country. For more information, visit www.merceradvisors.com. 

*Citywire’s methodology: We look at historical Form ADV data provided to us by Discovery Data and use a series of filters and screens to a) remove firms that don’t do financial planning and/or are controlled by banks or broker-dealers and b) zero in on firms that are growing in terms of both assets and employees.

Important Information 
Company statistics as of July 31, 2024. Client assets refers to client assets under management (AUM) and client asset under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. 

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.

The award or ranking is based upon specific criteria and methodology (see ranking criteria/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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