Mercer Global Advisors, Inc. has been recognized by Citywire as the fastest-growing RIA in Colorado as part of its 50 Growers Across America 2026 report. Additionally, Charter Oak Capital Management, which joined Mercer Advisors in April 2026, was named the fastest-growing RIA in New Hampshire, underscoring our momentum and shared commitment to serving clients with comprehensive wealth management advice.
With our Hub in Denver, we have grown to more than 110 offices nationwide, serving more than 42,800 clients and managing $111 billion in client assets. Our continued growth reflects the strength of our integrated family office model and the value clients place on coordinated financial guidance across financial planning, investment management, tax planning, estate planning, insurance, and trustee services.
“More than anything, we view our growth as a signal and validation that our offering and what we deliver for clients is highly differentiated,” said President Daniel Gourvitch. As more individuals and families seek advice that addresses every aspect of their financial lives, we continue to invest in integrated services, local relationships, and the resources needed to help clients navigate complex financial decisions with confidence.
The Citywire ranking was developed by using Form ADV data compiled by FINTRX, combing through all 50 states and the District of Columbia and filter for firms which are growing the fastest in their region based on their percentage of AUM growth, raw AUM growth, employee headcount growth. The rankings were based on end-of-year 2025 data. However, the AUM numbers you’ll see are the most recent figures that honorees have reported to the Securities and Exchange Commission. 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. Company statistics as of 6/30/26. Client assets refers to client assets under management (AUM) and client assets 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.
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