Mercer Advisors Named to Inaugural CNBC Elite Advisors List

Recognition highlights the firm’s integrated, planning-first approach to serving ultra-high-net-worth families and delivering comprehensive family office-style services

DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced that it has been named to the inaugural CNBC Elite Advisors List. The list recognizes 25 U.S. firms with a proven track record of serving ultra-high-net-worth clients and providing the comprehensive suite of services essential for today's wealthy individuals and families.

The CNBC Elite Advisors recognition is an affirmation of Mercer Advisors' vision to build the preeminent fiduciary family office in each market it serves, and to deliver highly personalized advice supported by the scale, specialized expertise and integrated resources of a national firm. With more than 120 offices nationwide and hundreds of unified professionals across wealth planning, investment management, tax and estate services, Mercer Advisors matches clients with hand-selected advisory teams chosen for their experience, expertise and alignment with each family's unique needs. This approach creates a boutique client experience backed by the depth of a national platform.

“We’ve built our firm to deliver a family office experience through interdisciplinary teams that work together on behalf of each client,” said Daniel Gourvitch, President of Mercer Advisors. “CNBC’s Elite Advisors recognition reflects the strength of that approach, combining the care of a local boutique with the institutional-grade capabilities of a national platform. It also speaks to the kind of environment we’re creating for advisors—one where they can do their best work and deliver distinctive outcomes for their clients.”

Mercer Advisors serves clients across the wealth spectrum and has developed purpose-built offerings and teams that focus on ultra-high-net-worth families with complex planning, investment, tax and estate needs. Through its Ascend and Regis offerings, the firm continues to deliver on its commitment to excellence and discretion for clients who expect the highest levels of insight, execution and personalized service. Together, Ascend and Regis teams oversee approximately $30 billion in client assets and, to date, have grown organically at 20% per year, reflecting the firm’s distinctive offering.

For families who might otherwise consider building their own family office, Mercer Advisors provides an integrated alternative through unified teams spanning investment management, financial planning, tax planning, trust and estate services, family office solutions and other specialized capabilities — enabling clients to benefit from deep expertise while maintaining a single, trusted advisory relationship.

For advisors and firm owners, the CNBC Elite Advisors recognition underscores the strength of Mercer Advisors' platform as a destination for growth. Advisors gain access to specialist teams and infrastructure allowing them to focus on clients rather than operations, while firm owners joining Mercer Advisors retain the autonomy and client relationships they've built, paired with the resources, brand and stability of a national RIA – without the burden of running the business alone.

The CNBC Elite Advisors List recognizes firms with demonstrated experience serving ultra-high-net-worth clients and delivering the breadth of capabilities required to support wealthy families across generations. This national infrastructure spanning wealth management, investment management, tax planning and estate planning underpins the integrated approach recognized by CNBC. Additional details regarding CNBC's methodology are available on CNBC.com.

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 120 locations. Mercer Global 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.