“We are unconditionally committed to work with our clients to create the best context possible for their Economic Freedom, so that they do not have to worry about money.”

– KENDRICK MERCER, 1986

Our Story

Mercer Advisors grew out of need we saw from our clients. Our founder, Kendrick Mercer, started the firm as a law practice focusing on estate planning for professionals and families. He quickly learned that his clients had needs well beyond drafting of wills, trusts and estate plans. They were looking for someone who would help them make sense of their financial situation and make smart decisions that could help them live the lives of their dreams. He also learned that a firm providing those solutions and doing it under a fiduciary standard didn’t seem to exist. So in 1985, he launched Mercer Advisors as one of the country’s first, planning-focused independent registered investment advisory firms, and set out on a mission to help his clients achieve what he called Economic Freedom.

The mission and purpose of helping clients on their path to Economic Freedom is alive and well today. It thrives in the hearts and minds of our team who come to work every day thinking about how they can make their clients’ lives better.

Over the years we have opened more offices and added more team members who believe in these principles and the value of providing a set of services that take a truly holistic approach to our clients’ financial lives. From the very beginning we have held ourselves to the highest of standards to always act in our clients’ best interests. Quite simply because we believe our clients should expect and demand nothing less.

Our Accolades

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

Our Philosophy

As a fiduciary, we put your needs and interests first. For over 30 years, we have been helping families attain their economic freedom and succeed in their life journey, whether they are starting out, raising a family, or enjoying their retirement. Our commitment to the fiduciary standard is embodied in our values that guide our actions to help you and your family live the lives of your dreams.

Integrity

As a fiduciary we are bound by law to always act in your best interest and to exercise the highest degree of care and good faith in the management and preservation of your assets.

Product agnostic

Unlike many other brokers and advisors we do not offer proprietary products or compensate our advisors differently based on what products are used to implement your investments.

Transparency

Our fees are based on your investable assets and on specific optional services like tax preparation or estate planning. All of our fees are clearly laid out in advance and through quarterly reporting.

Independence

As an independent advisor we are not tied to any particular family of funds or investment products. We use an independent third-party to custody your assets for safety and security purposes. We believe this furthers our duty to care for our clients.

Stewardship

We employ a disciplined investment philosophy backed by academic and scientifically validated investment principles and processes. Through our financial planning, tax, estate and trustee services we also help you view your investments in a broader and holistic view as it relates to your financial situation.

We have helped thousands of clients navigate bull and bear markets and gain clarity on their financial future.

We look forward to helping you.

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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The Science of Economic Freedom website should not be construed by any consumer and/or prospective client as Mercer Advisors’ solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on the SOEF website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Mercer Advisors.