Mercer Global Advisors, Inc. has been named one of USA Today’s Best Financial Advisory Firms of 2026, marking the second consecutive year we’ve earned this national recognition. Charter Oak Capital Management, a new partner firm that joined Mercer Advisors this month, was also recognized on this year’s list. Charter Oak, a $1.5 billion RIA based in Portsmouth, NH, has supported clients holistically through life’s financial transitions since its founding in 2002.
The USA Today Best Financial Advisory Firms ranking lists the top registered investment advisory (RIA) firms in the United States based on a rigorous, independent evaluation process that measures both reputation and sustained growth. Firms were evaluated based on independent recommendations from more than 30,000 advisors, clients, and industry experts, along with assets under management (AUM) growth for one year and three years, based on SEC Investment Advisor Public Disclosure data.
These measures reflect both recent momentum and sustained performance. This recognition is a testament to Mercer Advisors’ and our new partner firm Charter Oak’s strong industry reputation and, most importantly, the trust placed in our advisors by our more than 39,000 clients nationwide.
Over the past year, our client assets have grown from $71 billion in January 2025 to $98 billion in January 2026. This growth reflects the expanding community of families we serve across the country and our continued commitment to delivering personalized, integrated financial guidance.
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
Investing in Horses: Risks, Returns, and How to Integrate Equine Assets Into Your Wealth Plan
April 13, 2026