National RIA firm ranked by Financial Advisor Magazine as one of the Top 50 fastest growing advisory firms and Top RIA Firms by total AUM, now managing over $37 billion in assets under management
DENVER, Aug. 24, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that the firm has been ranked by Financial Advisor Magazine in multiple categories as one of the Top RIA firms in the U.S.
Financial Advisor Magazine, a leading wealth management industry publication, examined RIA growth by comparing firms' year-end AUM to the previous year-end numbers reported to Financial Advisor Magazine on its survey responses. This list only includes firms with $500mm and more in AUM. Accordingly, Mercer Advisors is the number 12 ranked Fastest Growing RIA firm and number 14 ranked firm by total AUM.
"Being ranked as one of the very few firms who are ranked in the top 20 for both fastest growing and largest RIA firms in the country puts us in very exclusive company," said Dave Welling, CEO of Mercer Advisors. "The growing momentum of our high-touch, financial planning focused service model is resonating with investors across the U.S., and we are excited to continue to invest in our people and technology to help clients continue to succeed in reaching their financial goals."
Mercer Advisors now serves over 25,000 individuals, families, and institutional investors with a national presence across the country.
To learn more, log on to http://www.MercerAdvisors.com.
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 $37 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 760 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 June 30, 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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