National RIA firm places ten advisors on an exclusive list of industry leaders across multiple categories, recognized for size/quality of practice, growth, individual character and professionalism
DENVER, Sept. 26, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that ten of the firm's advisors have been ranked by AdvisorHub in multiple categories among the top "Advisors to Watch" in the country.
AdvisorHub, a leading financial professional trade publication, recently ranked professional financial advisors on a combination of size/quality of practice, growth of practice, character and professionalism. This competitive cohort was narrowed down and ranked accordingly.*
The ten advisors from Mercer Advisors ranked across multiple categories as "Advisors to Watch," include:
50 Advisors to Watch – Over $1bn - #2 – Jessica Caruso
50 Advisors to Watch – Under $1bn - #21 – Renee Pichette
25 Women Advisors to Watch - #8 – Jamie Frances Block and #10 – Laura Combs
25 Next Gen Advisors to Watch - #21 – Carl Larimore
50 Solo Practices to Watch - #42 – Jonathan Mitchell
100 Fast Growing Advisors to Watch - #79 – Adis Mehic
50 RIAs to Watch - #3 – Joshua DeForest, #4 - Jojo Cresci and #22 – David Kerber
"We are pleased and honored to have so many outstanding advisors ranked in this year's AdvisorHub survey," said Dave Welling, CEO of Mercer Advisors. "We place a great investment in enhancing our advisors' quality of practice, professionalism and skill sets in the many areas of wealth management and it is gratifying to see the recognition they are garnering as industry leaders as a result."
*Requirements: A) 7 years of experience; B) A clean regulatory record (3 or fewer complaints with no significant judgements) C) Advisor has been with the firm since 1/1/2020 and is in good standing D) AUM is above $100m.
About Mercer Advisors
Established in 1985, Mercer Global Advisors Inc. ("Mercer Advisors") is a full-service wealth management firm that specializes in providing investment advice, financial and estate planning, and taxes, and corporate trustee and trust administration services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with $39 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 790 employees, and operates nationally across the country with over 80 locations. Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s). More information about MAIS and our Strategic Partners may be found in our Form ADV 2A. Visit us at http://www.merceradvisors.com.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through its affiliation with Advanced Services Law Group, Inc.
Data as of August 31, 2022. AUM includes affiliates and wholly owned subsidiaries announced to date.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.
Media Contact
Timothy Welsh, Nexus Strategy, LLC, 415-847-4874, [email protected]
SOURCE Mercer Advisors
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