WealthManagement.com recognizes outstanding industry leadership from Mercer Advisors.

DENVER, September 6, 2024 – Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, announced today that WealthManagement.com recognized the firm’s Vice Chairman and M&A Leader Dave Barton as the M&A Leader of the Year in their annual WealthManagement.com Industry Awards (“The Wealthies”). The widely recognized industry awards program, now in its tenth year, celebrates excellence by both companies and individuals and those who bring new innovations to market.

Barton oversees and guides the M&A team at Mercer Advisors, leading 12 acquisitions in 2023. Since transitioning from CEO to Vice Chairman and M&A Leader seven years ago, Barton has led over 80 acquisitions. His leadership and vision have been instrumental in the firm’s M&A strategy and success.

“Dave Barton’s reassuring hand helps ensure that each new partner firm is connected to our people and culture and set up for success in their journey with Mercer Advisors. He is an important cornerstone of our M&A team, and we celebrate his M&A Leader of the Year award from WealthManagement.com,” said Dave Welling, CEO of Mercer Advisors.

“I am honored to be recognized as the 2024 M&A Leader of the Year by WealthManagement.com. We are excited to continue to look for partners who share our vision of providing a family office for families across the wealth spectrum. When firms make the important decision to join Mercer Advisors, their clients benefit from our differentiated platform and their employees benefit from the resources of a fully-independent national fiduciary,” shared Barton.

The Wealthies were held in the Ziegfeld Ballroom in New York City on September 5, 2024.

About Mercer Advisors  
Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a total wealth management and financial planning firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, and operates nationally through more than 90+ locations across the country. For more information, visit www.merceradvisors.com.  

Important Information 

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 select third parties unaffiliated 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, as such additional fees may apply. 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. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies.  

A panel of independent judges made up of top names in the industry and led by WealthManagement.com Editor-in-Chief David Armstrong determined the 2024 Wealthmanagement.com Industry Award winners. The best in each category were selected based on quantitative measures of their initiatives—such as scope, scale, adoption, and feature set—along with qualitative measures, such as innovation, creativity and new methods of delivery. 

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 as an endorsement by any past or current client of Mercer Advisors or its investment professionals.