Question

What is Form ADV?

Answer

A more detailed disclosure document than Form CRS, Form ADV is the publicly available regulatory disclosure document filed with the SEC by registered investment advisers such as Mercer Global Advisors (“Mercer Advisors”). Form ADV includes Mercer Global Advisors’ written disclosure Brochure (the “Brochure”) that is provided to prospects and clients. The Brochure discusses Mercer Global Advisors’ business practices, fees, conflicts of interest, and disciplinary history. The Disclosure Brochure is intended to provide transparency to Mercer Global Advisors’ prospects and clients. A link to Mercer Global Advisors’ ADV Part 2A is available on the footer of this webpage or by accessing the firm search on the Investment Advisor Public Disclosure website using our CRD # 147363.

Last Updated June 3, 2026

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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.

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