Awards & News

Mercer Advisors is proudly recognized as one of the top wealth managers in the United States.

News

  • Investment News
    Mercer Advisors Acquires Confluence Financial Advisors
    Mar 11, 2019
  • Think Advisor
    Mercer Advisors Acquires Bay Area RIA Dragon Financial Group
    Jan 04, 2019
  • Wealth Advisor
    Mercer Advisors acquires Bell Wealth Management
    Dec 12, 2018
  • Wealth Management
    Mercer Advisors Continues Expansion with Acquisition Of McDermott Advisory Group, LLC
    Nov 27, 2018
  • Investment News
    Mercer Advisors Acquires Clearwater, Fla.-based $364M RIA GFS Private Wealth
    Nov 21, 2018
  • Investment News
    Mercer Acquires Ray Mignone Associates
    Nov 21, 2018
  • Financial Advisor Magazine
    Mercer Advisors Acquires Financial & Investment Management Group, Ltd.
    Nov 15, 2018
  • Investment News
    Mercer Advisors Moves Toward $14 billion AUM with Sigma Deal
    Nov 12, 2018
  • RIA Biz
    Mercer Advisors’ CEO Explains Why Rising Private Equity Involvement in the RIA Business is Flat-out Great
    Oct 22, 2018
  • Cision PR Web
    Mercer Advisors Launches RIA Partnership Educational Series
    Sep 18, 2018
  • PR News Wire
    Mercer Advisors Launches Comprehensive Women’s Initiative – InvestHERS
    Jul 18, 2018
  • Denver Business Journal
    Mercer Advisors Acquires Traust Sollus Wealth Management
    Mar 05, 2018
  • Santa Barbara Times
    Mercer Advisors Acquires Austin-based Murray & Co. Asset Management
    Feb 28, 2018
  • Investment News
    Mercer Advisors Acquiring Its Way to National Family Office Status
    Feb 17, 2018
  • Hartford Business
    Mercer Advisors Acquires Hartford-based Pinnacle Investment Management
    Jan 09, 2018
  • WealthManagement.com
    Mercer Adds Two RIAs with $265 Million in Assets
    Jan 09, 2018
  • WealthManagement.com
    Mercer Advisors Acquires Blue Moon Wealth Advisory
    Aug 16, 2017
  • Investment News
    Mercer Advisors Acquires Wealth Design Services
    Jul 12, 2017
  • PR News Wire
    Mercer Advisors Continues Its National Expansion, Acquires Pegasus Advisors
    Nov 02, 2016

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2018 Private Asset Management (PAM), Mercer Advisors was awarded the Best Private Wealth Manager for firms with over $5 billion dollars in assets under management. Mercer Advisors was selected as the winner from among eight shortlisted entrants. The PAM Awards, organized by Private Asset Management magazine, are designed for investment professionals and wealth advisors, operating within the private asset management industry and are held annually. Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit fundintelligence.global.

2018 Barron’s, Mercer Advisors was listed in Barron’s Top 40 RIA list in 2018. This year, the RIA Firm ranking expanded to 40 spots (from 30 last year and 20 in 2016), to make room for the explosive growth of elite firms. The average assets under management by the top 20 RIA firms in our survey grew 40.7% since 2016, to $15.8 billion. Their operations are similarly expanding: the average number of offices rose from 20 to 31; the average number of advisors at each firm grew from 63 to 83; and the average number of advisory clients increased from 5,518 to 8,012.

2018 Financial Advisor Magazine, Mercer Advisors was named #24 in the 2018 Top RIAs and was named #32 in the 2018 Top 50 fastest growing RIAs by Financial Advisors magazine. Financial Advisor magazine’s RIA ranking is based on responses from registered investment advisors who completed an online survey. To be included in the ranking, firms need to be independent RIAs who perform financial planning as part of their business services. Firms are ranked based on the total of their discretionary and nondiscretionary assets reported for the year on their ADV and the percentage growth in assets.

Inc 5000, The Inc. 5000 is a list of the fastest-growing private companies in the nation. Started in 1982, this prestigious list of the nation’s most successful private companies has become the hallmark of entrepreneurial success. The Inc. 5000 Conference and Awards Ceremony is an annual event that celebrates their remarkable achievements. The event also offers informative workshops, celebrated keynote speakers and evening functions. For more information on Inc. and the Inc. 5000 Conference, visit http://conference.inc.com/.

Methodology
The 2018 Inc. 5000 is ranked according to percentage revenue growth when comparing 2014 and 2018. To qualify, companies must have been founded and generating revenue by March 31, 2014. They had to be U.S.-based, privately held, for profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2017. (Since then, a number of companies on the list have gone public or been acquired.) The minimum revenue required for 2014 is $100,000; the minimum for 2017 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Companies on the Inc. 500 are featured in Inc.’s September issue. They represent the top tier of the Inc. 5000, which can be found at http://www.inc.com/inc5000.

Investment News, These are the top 10 RIA’s in the Western U.S. based on assets under management.

Wealthmanagement.com M&A Leader of the Year, An individual executive leader (not limited to CEOs) of an independent Registered Investment Advisory (RIA) firm who has successfully led the growth of their firm through inorganic strategies such as mergers, acquisitions and joint ventures this past year. Criteria include demonstrable impact on their firm; financial gains; negotiating success, operational excellence in integrating merged/acquired firms; external benchmarks such as number of deals completed, total AUM acquired/merged, business value created, etc.
These awards should not be construed by clients or prospective clients as a guarantee that they will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Mercer Advisors by any of its clients.

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