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

739

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, SEC-registered registered investment adviser that operates as a corporate entity and acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm provides advice across fee arrangements that include percentage-of-AUM pricing as well as hourly and fixed-fee engagements. Core advisory services listed include financial planning, discretionary portfolio management for individuals and businesses, selection of other advisers, pension consulting support, and client education through publications and seminars. Mercer identifies as an active ESG investor and maintains industry affiliations that extend to broker-dealers, insurance companies, other investment advisers, and roles as sponsor/GP or managing member of pooled investment vehicles. Mercer has been recognized repeatedly in industry rankings, appearing in lists such as Barron’s Top 100 RIA Firms (multiple years), Financial Times Top 300 (2020), Citywire’s 50 Growers (2022–2024), CNBC’s Elite Advisors (2026), and other trade outlet mentions dating back to 2020.