Mercer Advisors Tops RIAs with 42 Advisors on Forbes’ 2026 Best-In-State Wealth Advisors List

Recognition reflects Mercer Advisors’ commitment to create the context for top fiduciary professionals to do the best work of their careers

DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced that 42 of its advisors have been named to the 2026 Forbes Best‑In‑State Wealth Advisors list, marking the firm’s strongest representation to date and the highest number of advisors of any RIA on this year’s list.

This recognition reflects Mercer Advisors’ mission to build the preeminent fiduciary family office in every market it serves, pairing boutique, relationship-driven advice with the capabilities of a fully integrated national platform. Mercer Advisors’ approach to client service remains deeply personalized, matching clients with hand-picked advisors who are focused on delivering a boutique, interdisciplinary family office experience.

“Having the largest number of advisors recognized by Forbes speaks to the strength and consistency of our teams. It also inspires us to continue to invest in making Mercer Advisors the place where fiduciary advisors can do the best work of their careers,” said Daniel Gourvitch, President of Mercer Advisors. “We’ve built an environment that empowers advisors to focus on what matters most, developing long-term client relationships and delivering thoughtful, personalized guidance, while being fully supported by the scale, resources and capabilities of our platform. That commitment extends to investing in strong, local teams, enabling them to build a leading family office in every market we serve.”

“We are particularly proud of the depth of our advisory talent and are committed to continuing to grow the next generation of top fiduciary professionals. Of the advisors recognized this year, roughly half were directly hired and developed by Mercer Advisors, with the remainder joining through our 100+ M&A partnerships,” added Elizabeth Hioe, Chief People Officer. “It is particularly noteworthy that nearly half of our honorees are women, and that the group spans advisor tenure from early career to later career. We can’t wait to see what this group will accomplish next.”

The Forbes Best-in-State Wealth Advisors ranking, developed by SHOOK Research, is based on a comprehensive evaluation process that includes interviews and quantitative analysis such as revenue trends and assets under management. The methodology emphasizes experience, service models and best practices, recognizing advisors who deliver personalized, relationship-driven guidance rooted in the needs of clients within their local communities. Click here to see the full Forbes 2026 Best-In-State Wealth Advisors List.

With more than 110 offices nationwide, Mercer Advisors pairs national scale with local expertise, supported by a unified platform and integrated teams across investment, tax and estate planning. The firm’s planning-first approach enables advisors to deliver coordinated, comprehensive guidance aligned to each client’s financial life.

About Mercer Advisors

Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for two years in a row according to Barron’s 2025 and 2024 Top 100 Registered Investment Advisor Firms. Founded in 1985, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has over 1,560 employees, and operates nationally through more than 110 locations. Mercer Advisors has $98 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus.

Important Information

Company statistics as January 31, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.