Mercer Advisors

TRUST WE HAVE EARNED

Mercer Advisors Named Top RIA in 2025 Barron’s Top 100 RIAs Ranking

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2024 RIA Ranking and Top 50 Fastest-Growing Firms

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Mercer Advisors Earns 5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2025 List

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2024 M&A Leader of the Year

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A Family Office for Your Family

We’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

Your Team

A unified in-house team

of advisors, planners, investors, accountants, and estate strategists that designs – and executes – your financial plan

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Your Person

A hand-picked advisor

who is focused on serving you, not on finding new clients

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Your Portfolio

An institutional-grade portfolio

personalized to you and managed by a team of 100+ investment professionals, not just one advisor

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Your Firm

A boutique fiduciary with national strength

that combines intimate service and sophisticated capability, and only acts in your best interest

 

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For nearly 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives.

$83B
Client Assets*
1350+
Team Members

How We Help

Retirement
Family & Health 
Women & Wealth
Professions
Work & Business
Unique Assets 

Meet Our Advisory Team

Our advisors, specialists, and client support staff are here for one reason: to work as an integrated team to serve you. 

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Read Reviews from our Clients

Helping families like yours for over 40 years and counting.

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1 Tax preparation and tax filing are a separate fee from our investment management and planning services.

2 Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through select third parties unaffiliated with 
 Mercer Advisors.

3 Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc.

4 Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply.

The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Global Advisors, Inc. is engaged, or continues to be engaged, to provide investment advisory services.

*Company statistics as of 6/30/25. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as 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.

Let’s talk.

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