Denver, CO. October 10, 2023. Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, announced today that the firm has been recognized by Barron’s as the 10^th RIA firm in the annual Top 100 RIA Firm rankings. According to Barron’s, “The goal is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry.”

Each advisory firm is ranked based on qualitative and quantitative criteria, such as assets under management, revenue, and quality of practice, multiple subcalculations are conducted for each criterion as well. .* Over the past several years, Mercer Advisors has consistently been ranked by Barron’s as one of the top 10 RIA firms, nationwide.

“Cementing our place as one of the Top 10 RIA firms speaks volumes to the dedicated focus, commitment and support of our clients in their pursuit of their financial goals and objectives,” said Dave Welling, CEO of Mercer Advisors. “Our personal service model and family office wealth management offering are resonating with investors across the country and we look forward to continuing to invest in the firm to better serve and support our hundreds of advisors and tens of thousands of clients.”

Barron’s publishes four individual advisor rankings each year (Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, Top 1,200 Advisors) along with three team- or firm-based rankings (Top RIA Firms, Top Institutional Consultants, Top Wealth Management Firms). The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance.

Barron’s notes that, “The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services. Clients are encouraged to approach a search for an advisor the way they would a search for a doctor—interviewing multiple professionals and getting opinions from multiple third parties.”

* Barron’s methodology: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-51615843316 Advisors who wish to be ranked fill out a 102-question survey about their practice. We verify that data with the advisors’ firms and with regulatory databases and then we apply our rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories we do multiple subcalculations. For instance, we take into account not just the amount of assets an advisor manages, but also the type of assets—are they private-wealth assets or institutional? If they’re institutional, are they for a foundation or an endowment, or are they corporate assets? We measure the growth of advisors’ practices and their client retention. We also consider a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work and, of course, their compliance records.–

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Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through select third parties unrelated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly.

Company statistics as of August 31, 2023.  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.

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.