Manage. Maintain.
Grow your wealth.

We help you connect all the dots of your financial life.

What makes us the right choice for you:

  1. A unified in-house team: Your one-stop shop for investments, tax, estate, insurance and more
  2. A hand-picked advisor focused on serving you, not on finding new clients
  3. An institutional-grade, personalized portfolio managed by advisors with expertise
  4. A fully independent, national fiduciary committed to acting in your best interests

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What makes us the right choice for you:

  1. A unified in-house team: Your one-stop shop for investments, tax, estate, insurance and more
  2. A hand-picked advisor focused on serving you, not on finding new clients
  3. An institutional-grade, personalized portfolio managed by advisors with expertise
  4. A fully independent, national fiduciary committed to acting in your best interests

Mercer Advisors seeks to grow your wealth in keeping with your financial and lifestyle goals — our unified, comprehensive approach has led to positive results for thousands of clients since 1981. We use cutting-edge financial research to help power returns for families and individuals.

An institutional grade portfolio designed to meet your goals

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Personalized to your family’s needs

Investments that meet your, not our firm’s, needs

Academically-grounded

Investment decisions rooted in cutting-edge financial research

Cost-efficient

Our scale allows us to minimize costs while maximizing sophistication

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Professionally monitored

Your portfolio will be overseen and monitored by our professional investors

Our commitment to our clients doesn’t stop with portfolio management.

We also include the following services alongside wealth management:

Mercer Advisors. A fully independent, national fiduciary

Client Assets
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Company statistics as of December 31, 2023. Client assets refers to client assets under management (AUM) and client asset under advisement (AUA) by both Mercer Global Advisors, Inc. and Regis Acquisition Inc. Client Assets includes assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system. Please note, past performance is not a guarantee of future results. Mercer Global Advisors Inc. and Regis Acquisition Inc. are affiliated SEC registered investment advisers and deliver investment advisory and family office related services. Mercer Global Advisors Inc. and Regis Acquisition Inc. are subsidiaries of Mercer Advisors Inc., a parent company not involved with investment services.

Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies.