DENVER (PRWEB) June 27, 2019
Mercer Advisors announced today that it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry.
RIA firms applied for consideration having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300.
The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states. With nearly 35 years of providing financial planning and wealth management services and over $16 billion in assets under management along with 41 locations across the U.S., Mercer Advisors is one of the larger and more experienced RIAs on the list.
“We are honored to be named to this prestigious list of successful and growing independent firms,” said Dave Welling, CEO of Mercer Advisors. “Our continued investment in expanding our service offering and focusing on the client experience is being recognized in the industry.”
About Mercer Advisors
Established in 1985, Mercer Advisors Inc. is a total wealth management firm that provides comprehensive, fee-only investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisers and financial planning firms in the U.S. with over $16 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held and has over 360 employees with 41 locations across the country. For more information, visit http://www.merceradvisors.com.