Mercer Advisors

TRUST WE HAVE EARNED

#1 RIA in 2025 Barron’s Top 100 RIAs Ranking

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Recognition Among Top RIAs by Financial Advisor Magazine in 2025

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5 Star Ranking on Newsweek America’s Top Financial Advisory Firms 2026

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Winner of 2025 Wealthies RIA Client Initiative for Advisor Matching Tool

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

$99B
Client Assets*
1620
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 40 years and counting.

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Let’s Talk

First, fill out the form below. Next, our team will call you.

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We'd love to get to know a little about you.




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6

Please estimate your total investable assets across the following account types: savings, brokerage, retirement, and trusts. This step helps us tailor our guidance to your needs. (Required)

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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.

*Company statistics as of 3/31/26. 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.