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Mercer Advisors Ranked #3 on Financial-Planning.com’s 2020 RIA Leaders

Mercer Advisors clocks in at #3 on financial-planning.com’s 2020 RIA Leaders. Kara Duckworth, Managing Director of Client Experience, talks about creating deeper connections with clients during the COVID-19 pandemic. Read more here.

Financial-planning.com’s RIA Leaders rankings are based on discretionary and nondiscretionary assets under management listed on SEC Form ADV as of May 1, 2020. For this ranking of independent, fee-only planning firms, firms that take commissions or retain broker-dealer or insurance company affiliations are excluded. To capture the firms that primarily offer holistic financial advice to individuals, only firms with 50% or more individual clients, as can be determined through the Form ADV, are included. RIA in a Box complied the rankings.

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