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

748

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 wealth management firm that operates as both an advisor and a capital allocator. The firm provides advice to individuals, families and institutions and combines financial planning with discretionary and non-discretionary portfolio management. Its service mix includes pension consulting, selection of third‑party managers, publication of periodic research or newsletters, and investor education through seminars and workshops. Mercer uses a mix of fee arrangements (percentage of AUM, hourly, fixed fees and other structures) and maintains relationships with broker‑dealers and insurance companies while sponsoring and acting as a general partner or managing member of pooled investment vehicles. The firm reports active engagement with ESG investing and allocates to outside alternative managers as part of its broader investment program. Mercer has been recognized repeatedly by trade and financial press outlets, with appearances on Barron’s Top 100 lists (2021–2024), Financial Times’ Top 300 (2020), Citywire’s 50 Growers lists (2022–2024, 2026), and other industry compilations including CNBC’s Elite Advisors (2026).