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Mercer Advisors
Mercer Advisors Ranked the Fastest Growing Financial Planning Firm in Colorado
Denver, CO. July 28, 2022. Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, announced today that the firm has been ranked by Citywire as the fastest growing, financial planning focused, independent RIA in the state of Colorado.*
Citywire, a leading wealth management industry publication examined RIA growth in 2021 across three categories: percentage growth in AUM, monetary growth in AUM, and percentage growth in employees. Combining these into a single numerical measure of growth, generated a list of numerous financial planning firms in Colorado, with Mercer Advisors coming out on top.
“Being ranked number one in our home state is extremely gratifying,” said Dave Welling, CEO of Mercer Advisors. “We’ve invested in building out our service offering and technology platform, along with our headquarters here in Denver. The client experience and family-office service suite we have created is resonating with investors and that financial planning focus is contributing to our growth as they share their experiences with their friends, families and colleagues, leading to a very robust referral pipeline.”
Mercer Advisors is one of the largest wealth management firms in the country. With a focus on both organic and inorganic growth strategies, Mercer Advisors now serves over 26,900 individuals, families, and institutional investors across the nation. To learn more, log on to www.MercerAdvisors.com.
*According to Citywire:, “We use only publicly reported numbers, which are compiled for us by Discovery Data. Only firms that report having a significant number of financial planning clients were considered, since we wanted to make sure we were only considering financial planning-oriented RIAs and not money managers. We’ve also limited our universe to RIAs that are not affiliated on a firm level with a broker- dealer or other institution (though their employees may be dually registered). Another way our list differs from some others is that the above process of picking winners and runners-up entailed no interaction with the firms. That is to say, the RIAs in this report did not ask to be here. They could not compensate us in any way to be considered or to be named.”
About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a full-service wealth management firm that specializes in providing investment advice, financial and estate planning, and taxes, and corporate trustee and trust administration services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with almost $37 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 680 employees, and operates nationally across the country with over 80 locations. Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s). More information about MAIS and our Strategic Partners may be found in our Form ADV 2A. Visit us at www.merceradvisors.com.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.
Data as of June 30, 2022. AUM includes affiliates and wholly owned subsidiaries announced to date.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, 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 is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.
