Mercer Global Advisors Inc.

RIASEC RegisteredEst. 2008

Total AUM

$84.4B

Discretionary

$82.9B

98% of AUM

Avg account

$726K

Accounts

116,310

Employees

1,429

Advisory reps

748

Firm details

Headquarters: Denver, Colorado
CRD number: 147363
Registered since: May 30, 2008
Website: www.merceradvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI83.55%
Individuals8.39%
Pension & Profit Sharing Plans4.09%
Charitable Organizations2.37%
Corporations / Businesses1.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mercer Global Advisors Inc. is an independent registered investment adviser that functions as both a wealth manager and a capital allocator for high-net-worth individuals, families and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub‑advisers, and investor education through publications and seminars. Its fee model includes percentage-of-AUM pricing alongside hourly and fixed-fee engagements and other fee arrangements. Mercer reports being an active ESG investor and maintains industry ties as a broker‑dealer affiliate, insurance company partner and sponsor/manager of pooled investment vehicles. The firm has shown up repeatedly in industry rankings, including multiple appearances in Barron’s Top 100 RIA lists (2021–2024), Citywire’s 50 Growers lists, Financial Times’ Top 300 (2020) and was named among CNBC’s Elite Advisors in 2026.