For the second consecutive year, Mercer Advisors was featured in the top 15 for the RIA Ranking Over $1B category. Over the past year, we have welcomed new clients to the firm and expanded our family office services. In 2024, our NPS was over 70, reflecting our high-caliber client service. From creating a new client portal to launching a private markets platform, we are continually seeking ways to offer more to our clients.

Important Information
Rankings are based on assets under management (AUM) reports by firms, as well as growth over time and other firm-reported data. To qualify, firms must be independent RIAs, file their own ADV with the SCE and primarily serve individual investors.

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 he/she 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 (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.