Serving Clients for 40 Years
We offer comprehensive wealth management through a family office structure, helping clients amplify and simplify their financial lives by bringing together financial planning, investment management, tax, estate, insurance, and more into one integrated offering.
Our team is deeply embedded in the Los Angeles community and specializes in areas relevant to local residents. We look forward to connecting with you and your family.
Financial planning is about creating confidence, not just wealth. It’s about knowing your choices today support your tomorrow.
Our Core Solutions
Financial Planning
Investment Management
Tax Planning & Preparation
Estate Planning
Insurance Solutions
Trustee Services
Los Angeles Offices Fast Facts and Specialties
- Multi-generational wealth management: Our team specializes in helping families manage and preserve their wealth, navigating family dynamics and providing clarity when complexity arises.
- Deep experience with: Media, entertainment, law, education, executive C-suite, and small businesses.
- Private and public market investment: Our institutional-grade investing provides access to all types of markets, for those who qualify.
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
A Family Office for Your Family
We’ve adapted the sophisticated, time-tested strategies used by ultra-high-net-worth individuals to help more families take control of their financial future.
A unified in-house team
of advisors, planners, investors, accountants, and estate strategists that designs – and executes – your financial plan
A hand-picked advisor
who is focused on serving you, not on finding new clients
An institutional-grade portfolio
personalized to you and managed by a team of 100+ investment professionals, not just one advisor
A boutique fiduciary with national strength
that combines intimate service and sophisticated capability, and only acts in your best interest
TRUST WE HAVE EARNED
#1 RIA in 2025 Barron’s Top 100 RIAs Ranking
Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side
5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026
Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool
Read Reviews from our Clients
Frequently Asked Questions
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Mercer Advisors offers flexible engagement options to meet your preferences. While we have 100+ offices nationwide, we also provide virtual services, allowing you to collaborate with your advisory team remotely.
Our Los Angeles offices are located at:
Encino
6345 Balboa Boulevard
Building 4; Suite 375
Encino, California 91316Century City
1801 Century Park East
Suite 1901
Los Angeles, California 90067Pasadena – by appointment only
680 E Colorado Blvd. Office
#2076 Suite 180 & Second Floor
Pasadena, California 91101Westlake Village
2801 Townsgate Rd.
Suite 112
Westlake Village, California 91361Woodland Hills
5550 Topanga Canyon Blvd
Suite 350
Woodland Hills, California 91367 -
At Mercer Advisors, the phrase “unified in-house team” refers to our integrated group of professionals — financial planners, investment managers, tax advisors, estate strategists, insurance specialists, and other professionals — who collaborate to design and execute your comprehensive financial plan. This unified approach helps ensure all aspects of your financial life are working together.
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We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you, not commissions.
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A fiduciary is legally obligated to act in your best interest, placing your needs above their own. As a Registered Investment Advisor (RIA), Mercer Advisors upholds this fiduciary duty, our recommendations are based on what we believe is in your best financial interest.
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Mercer Advisors employs a factor-based investing approach, grounded in decades of academic research. This investment strategy involves assessing factors such as company size, quality, momentum, value, and volatility to construct well-diversified portfolios with higher expected returns. Our investment committee oversees this process, helping to ensure that your portfolio aligns with your financial goals and risk tolerance.
