Financial Advisor Magazine once again named Mercer Advisors to their annual RIA Ranking and Top 50 Fastest-Growing Firms list.

We are honored to be featured in the top 20 for the RIA Ranking Over $1B category, showcasing our robust scale. The firm was also listed among the Top 50 Fastest-Growing Firms for the year. Our placement in these industry rankings is a testament to our growth and ability to serve even more families with our expanded service offerings. We continue to innovate to expand on our delivery of family office services in a fiduciary-first manner.

Methodology: To be eligible for the Financial Advisor (FA) magazine Registered Investment Adviser (RIA) ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC. They need to provide financial planning and related services to individual clients. For the 2024 ranking, firms were measured and ranked by their 2023 year-end assets under management. On an annual basis Financial Advisor (FA) magazine invites RIA firms to complete a survey for this ranking. The specific criteria for ranking is not included in the FA summary article. FA magazine independently sets its ranking criteria and Mercer Advisors has no influence on the criteria. FA Magazine does not disclose how many firms were considered or applied for inclusion on the list.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed