Mercer Advisors

Mercer Advisors is a top-ranked independent Registered Investment Advisor (RIA) dedicated to delivering integrated wealth management through a fiduciary-first approach. Serving families, professionals, and institutions, Mercer offers personalized strategic guidance, backed by an in-house team of planners, investment managers, tax specialists, and estate professionals.

• Manages over $70 billion in assets for approximately 30,000 clients across 100+ offices. altas.comBarron's
• Provides holistic services: financial planning, investment management, tax and estate planning, insurance, family office, and trustee support. PitchBookBusiness WireMercer Advisors
• Recognized as #1 RIA firm by Barron’s for up to $70 billion in assets, and a 5-Star firm by Newsweek in 2025. Mercer AdvisorsBusiness WireBarron's
• Expanding through strategic M&A—completing 100+ acquisitions since 2016 to enhance regional reach and service capabilities. Barron's

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