For the third consecutive year, Mercer Advisors was recognized in the top 10 among the nation’s leading registered investment advisors in Financial Advisor Magazine’s annual RIA Ranking. This recognition reflects our continued growth, commitment to serving clients, and dedication to delivering comprehensive family office services to individuals and families across the country.
Over the past year, we have continued to expand our capabilities, welcome new clients, and invest in innovative solutions designed to enhance the client experience. Our focus remains on helping clients navigate their financial lives with confidence through integrated wealth management, financial planning, tax, estate, and investment services.
Today, more than 450 Mercer Advisors professionals serve clients from over 120 locations nationwide, combining the strength of a national firm with the personalized service and community connections of local advisors. We remain committed to putting clients first and delivering the fiduciary guidance they need to pursue their financial goals.
Financial Advisor Magazine’s RIA Ranking recognizes independent registered investment advisory firms based on assets under management and other firm-reported data. To qualify, firms must be independent RIAs, file their own ADV with the SEC, 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 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.
More News and Awards
Ready to learn more?
Explore More
The Fall of Gold, Silver, and Bitcoin in 2026: Insights from our CIO
July 14, 2026