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.
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.
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.
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