In an episode of Barron’s Advisor: The Way Forward, Mercer Advisors CEO Dave Welling shared insights into our remarkable journey of growth and our unwavering commitment to fiduciary values. Under his leadership, Mercer Advisors has expanded our client assets from under $10 billion in 2017 to over $70 billion today. 

Dave attributed the company’s growth to our vision-driven approach that attracts new clients and client-first values that attract aligned partners. “We’re focused on vision and values, which means serving as fiduciaries and putting financial planning front and center,” he said during the podcast.  

The episode also highlighted our consistent ranking in Barron’s Top 100, including a #1 placement last year, underscoring our leadership in the wealth management space. 

Listen to the full podcast episode here: https://www.barrons.com/advisor/articles/mercer-advisors-dave-welling-mergers-acquisitions-a17700b0  

Learn more about the Mercer Advisors family office approach here: https://www.merceradvisors.com/why-us/family-office/  

Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. Please see important information about the ranking criteria methodology: 2024 Top 100 RIA Firms 

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 he/she 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 (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.