Clients Entrust Mercer Advisors With More Than $100 Billion in Assets

Four decades of mission-driven growth reinforce Mercer Advisors’ commitment to deliver a family office for every family–and attract leading fiduciary talent to work as one team

DENVER--(BUSINESS WIRE)--Mercer Advisors, Inc. (“Mercer Advisors”) a national wealth management and financial planning firm, today announced that their Registered Investment Adviser (RIA), Mercer Global Advisors, Inc. has surpassed $100 billion in total client assets—an achievement that reflects the trust of more than 42,000 families across the United States. More than a measure of scale, this milestone reflects how Mercer Advisors is designed to strengthen its boutique delivery as it grows, while deepening its interdisciplinary, institutional-grade capabilities.

“This milestone is about our clients—and the people who have dedicated their careers to serving them—with a shared objective of delivering an unmatched standard of fiduciary care. It reflects the trust tens of thousands of families place in us as their financial partner,” Dave Welling, CEO of Mercer Advisors. “Our vision is simple: to serve every family as if they were our only client. Whether they’re building wealth or managing significant wealth, families want advice that is tailored, personal, and able to evolve as their wealth grows or lives change.”

A milestone built on four decades of fiduciary roots

Mercer Advisors was founded in 1985 by Kendrick Mercer, a tax and estate attorney, with a clear goal to help families achieve Economic Freedom™. As one of the country’s first fee-based fiduciaries, the firm was built on the belief that every family deserves sophisticated, integrated wealth management. From its earliest years, Mercer Advisors fostered a culture defined by exceptional client service, interdisciplinary expertise and genuine teamwork. As the industry evolved, the firm remained disciplined in its growth -- taking a client-first approach without shortcuts. Along the way, it fostered industry-leading practices such as the separation of sales and service, in-house tax and estate delivery, full integration of new partner firms, and independent, advisor-led and advisor-voting investment committees.

That same “no shortcuts” philosophy continues to shape the firm today, including a sustained commitment to reinvest the benefits of scale directly into enhancing client value. Today, the firm’s wealth advisors are supported by in-house specialists with a level of coordination and depth that helps set the firm apart from many RIAs. More than 1,100 professionals—spanning wealth advisors, planners, client service associates, and specialized tax, estate, investment, insurance, and trust professionals—are organized into balanced market teams to deliver a family-office experience to every client.

This model has driven meaningful momentum. While it took more than three decades to reach $10 billion in client assets, the firm has added more than that amount of new client assets over the past 12 months. In the first quarter of 2026, more than 1,000 clients chose Mercer Advisors as their family office – powering industry-leading organic growth.

“Our success to date is rooted in four decades of keeping promises to clients and delivering at the highest standard,” said Daniel Gourvitch, President of Mercer Advisors. “As a team, we are deeply grateful for the generations of colleagues who have dedicated their careers to building a firm where fiduciary professionals can do the best work of their careers. Our commitment is to pay that forward by reinvesting the benefits of growth directly into capabilities and talent that can help us take exceptional care of clients in the decades to come.”

National scale through thoughtful partnerships and integrated capabilities

Over the past 10 years, Mercer Advisors’ M&A Partner Development strategy has integrated 117 partner firms. Mercer Advisors was at the forefront of the “integrator not an aggregator” approach to M&A, holding the conviction that integration, collaboration, and teamwork would yield better results for current and future clients. That approach has not only expanded the firm’s national footprint but also attracted many of the industry’s leading financial professionals, who are supported by in-house specialty teams in tax and estate planning which include over 200 professionals, a 125+ person investment team, 100+ dedicated financial planners, operational resources and enterprise-grade technology and infrastructure.

The company’s partnership approach, another force behind its growth, is grounded in a simple standard: every firm that joins must strengthen the firm’s ability to deliver better outcomes for clients. By integrating partner firms thoughtfully and deliberately, Mercer Advisors has expanded its national footprint while preserving what matters most—deep client relationships, empowered local teams, and a boutique fiduciary culture. In 2025, its most active year to date, Mercer Advisors welcomed 18 new partner firms, expanding into new markets such as Oklahoma City and Greater Boston, adding capabilities like business management and increasing capacity in areas such as tax services.

A leading destination for fiduciary talent

The firm includes 1,600 professionals nationwide, including over 420 wealth advisors who operate within 40+ local market teams. As the firm grows, it continues to invest in creating an environment where fiduciary professionals can focus on advice, partner with extraordinary colleagues, and build long-term careers as shareholders. As part of its commitment to being the best place for fiduciary professionals to build their careers, more than 350 colleagues were promoted in each of the last two years, including 15% of financial planners advancing to wealth managers in the past year. With more than 50% of its employees now equity owners, Mercer Advisors is also a firm where the people serving clients have a direct stake in the firm's long-term success—an alignment of incentives that is central to the firm's culture.

“At its core, Mercer Advisors is built to be a place where leading professionals can do the best work of their careers, with the support, scale, and autonomy to excel,” said Elizabeth Hioe, Chief People Officer, Mercer Advisors. “As Mercer Advisors continues to get bigger, we vow to get better—continuously investing in our people, platform and capabilities—to build the firm we would want for our own families."

Growth at Mercer Advisors has been accompanied by sustained investment in the capabilities and tools that serve clients. In 2024 and 2025, the firm formally segmented its client offerings and advisor teams to better serve the distinct needs of clients across the wealth spectrum with specialized service tiers: Regis, Ascend, Custom Wealth and Wealth Path. As a boutique fiduciary with national strength, Mercer Advisors’ institutional scale has enabled the firm to bring investment costs down

More than 40 years after its founding, Mercer Advisors is fulfilling its mission at a scale that amplifies both its impact and accountability—expanding access to sophisticated, fiduciary financial care while remaining grounded in the principles that have defined the firm since its earliest days.

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. It is also distinguished as the Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by The Wall Street Journal Buy Side. 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 1,620+ employees, and operates nationally through more than 118 locations. Mercer Advisors has $110 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com/.

Important Information

Company statistics as of May 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.

2025 and 2024 - Barron’s Top 100 RIA methodology

Mercer Global Advisors, Inc. was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron's verifies that data with regulatory databases and then Barron's applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron's does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing.

2026 Wall Street Journal Buy Side – Best Overall Firm for High-Net-Worth Investors

Buy Side analyzed some of the largest and best-known independent registered investment adviser (RIA) firms and scored those firms based on their fees, advisor credentials, customer support, available services, portfolio construction and account minimum. These factors were weighted based on WSJ reader surveys regarding what they considered most important when choosing an advisor. Prioritized, were firms that have a client base of 50% or more HNWIs according to their most recent Form ADV filing. To be considered a top financial advisor for high-net-worth individuals, a firm has to offer comprehensive wealth management services. Firms were rated on a scale of 1 to 5 stars using a weighted scoring model out of 100 possible points. A 5-star rating represents top performance relative to the field, rather than a requirement to achieve a theoretical perfect score of 100.

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.