Committed to You
We are an independent, SEC-registered investment advisor (RIA), obligated to always operate in your best interest.
Mercer Global Advisors is not a broker-dealer, bank, or insurance company. Nor are we owned by one. Why does this matter? Because it minimizes conflicts of interest. Our recommendations are based entirely on what we believe is in your best financial interest.
We take our role as fiduciary seriously and are unabashedly client-focused first, second, and always. Acting in the best in interests of our clients is not just a legal obligation but also part of our DNA as a firm.
Wherever You Need Us
Our clients are successful families with complex lives. Many have interests that span multiple states and jurisdictions. Others have distinct needs that require highly specialized knowledge.
With 70+ offices across the United States, Mercer Advisors is one of the largest, and fastest growing RIAs in the country. We have the resources and reach to address almost any financial, tax, or estate issue, no matter the location.
- Company data as of January 31, 2024. “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. 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.
- The scope of the services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Mercer Global Advisors, Inc. does not serve as an attorney, accountant, or insurance agent. Mercer Global Advisors, Inc. does not prepare legal documents nor does it sell securities or insurance products. If the client desires, an affiliate, representative, or unaffiliated professional/vendors in their separate registered and/or licensed capacities can be engaged to provide these and other types of services per the terms and conditions of a separate engagement, such engagements may require additional fees.
