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

728

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 RIA organized as a corporation and operating as a capital allocator for both individual/family and institutional clients. The firm offers a mix of financial planning and discretionary portfolio management, plus fee arrangements that include percentage-of-AUM, hourly, fixed and other structures. Its advisory services extend to pension consulting, manager selection, publication of periodic client communications, and educational seminars. The firm identifies as an active ESG investor and also maintains broker-dealer and insurance affiliations while sponsoring or participating as a GP/managing member in pooled investment vehicles. The firm appears to position itself as a multi-service wealth manager that combines in-house portfolio management with third-party manager selection and wraparound fiduciary services for high-net-worth households and institutional relationships.