Mercer Advisors encourages independent verification — every claim on this page is backed by public filings a prospect can check without asking Mercer Advisors for permission. Mercer Advisors’ Form ADV Part 2A, Form CRS, and any disciplinary history are available on the SEC’s Investment Adviser Public Disclosure site (IAPD) under CRD #147363, and at investor.gov/CRS. Individual Mercer Advisors professionals can also be researched by name on IAPD or FINRA’s BrokerCheck. Direct links to Mercer Advisors’ filings are provided on this page. Independent verification is one of the strongest tools any prospect has when evaluating a financial advisor.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
