To our valued clients,
your friends and family are in good hands
For 40 years, Mercer Advisors has been helping families like yours amplify and simplify their financial lives.
If you know someone who could benefit from our services as Barron’s 2024 #1 independent advisory firm in the nation, we would be honored to support them — just as we’ve had the privilege of supporting you.
Mercer Advisors was ranked #1 among RIA firms with up to $70 billion in assets in Barron’s 2024 Top 100 RIA Firms. The Barron’s ranking is based on a combination of metrics, including size, growth, service quality, technology, succession planning, and others. No fee was paid for participation in the ranking. However, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.