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WealthManagement.com

Three Advisors Receive WealthManagement.com 2019 Thrive Awards

The Thrive list recognizes advisors who are on the way up—those who have proven themselves skilled and ambitious by virtue of three solid years of revenue growth.

#4 RIA in the West by Investment News

Dec 26, 2018

Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

Jun 17, 2019

Barron’s Names Mercer Advisors #7 in Top 100 RIA Firms 2020

Oct 21, 2020

Dave Barton Named M&A Leader of the Year

Aug 14, 2018

Dave Welling Named CEO of the Year

Sep 16, 2019

#4 RIA in the West by Investment News

Dec 26, 2018

Alise Kraus Receives Prestigious Investment News’ 40 Under 40 Award

Jun 17, 2019

Barron’s Names Mercer Advisors #7 in Top 100 RIA Firms 2020

Oct 21, 2020

Dave Barton Named M&A Leader of the Year

Aug 14, 2018

Dave Welling Named CEO of the Year

Sep 16, 2019

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