Mercer Advisors Recognized as the Best Private Wealth Manager for Client Service

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Industry leading RIA firm wins the prestigious Private Asset Management (PAM) Award for the third year in a row

We are delighted and honored with this continued recognition from the industry for our commitment to client service.

Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced that the firm has been recognized as the best Private Wealth Manager over $5 billion for Client Service by the distinguished Private Asset Management (PAM) Awards. This prestigious award marks the third-year in a row that Mercer Advisors has been recognized in this category for delivering an outstanding client experience.

The PAM Awards* exist to recognize the top investment professionals, wealth advisers, legal firms, consultants and other key service providers in the private asset management space. Mercer Advisors came out on top in a very competitive and crowded field of large firms.

“We are delighted and honored with this continued recognition from the industry for our commitment to client service,” said Dave Welling, CEO of Mercer Advisors. “Creating an exceptional client experience is at the heart of what we do on a daily basis, and to be recognized as the best in the industry is terrific validation for the investments we have made and continue to make in providing a full suite of wealth management and family office services.”

In addition to winning the PAM Awards for the third year in a row, Mercer Advisors was also recently recognized by the wealthmanagement.com Industry Awards program for its diversity efforts in the Family Office Catgegory with the launch of its InvestHERs program, a focused effort on attracting and retaining female advisors, as well as identifying and serving the specific needs of women investors.

“A great deal of thanks and credit for this prestigious recognition goes out to our incredibly focused, committed and talented advisor and service teams,” noted Welling. “They make up our service culture and we will continue to invest in our client experience capabilities to help our clients enjoy Economic FreedomTM.”

*Candidates are invited to submit responses in several categories to demonstrate developments to their business model, financial progress in business performance and service offerings. Selection is determined by growth in clients and employees, client satisfaction, and product Innovation over the course of the previous year. Winners are determined by an independent panel of industry experts and the PAM editorial team. For more information on Private Asset Management (PAM), visit https://fundintelligence.global/

About Mercer Advisors
Established in 1985, Mercer Global Advisors, Inc. (“Mercer Advisors”) is a total wealth management firm that provides comprehensive 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 Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $18.5 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 400 employees, and operates nationally nearly 50 offices across the country. For more information, visit http://www.merceradvisors.com.

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Timothy Welsh
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