Mercer Advisors Named Top RIA in the 2024 Barron’s Top 100 RIAs Ranking

September 16, 2024 – Mercer Global Advisors, Inc. (“Mercer Advisors”), a national wealth management firm with $63 billion in client assets, announced today that it was ranked first in the 2024 Barron’s Top 100 RIA Ranking.  

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“The recognition from Barron’s is a reflection of our unwavering commitment to being unapologetically client focused and striving to deliver the highest standard of financial care that is available anywhere,” said Dave Welling, CEO, Mercer Advisors. For nearly 40 years, Mercer Advisors has been helping families connect the dots of their financial life by unifying planning, investment management, tax, estate insurance, trusts, and more.  

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“Mercer Advisors is a partnership of professionals who have chosen to come together to help build a pre-eminent fiduciary-first wealth management firm as a team. The colleagues who have chosen to be here through partnerships or as direct employees have done so because they believe Mercer Advisors is a firm that is committed to keeping promises to clients,” said Daniel Gourvitch, President, Mercer Advisors. “Our number one ranking is a testament to the excellent work of our collective team.”

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“This year’s ranking has particular meaning to us because it underscores being better not just bigger,” added Welling. “We have become one of the most respected and fastest growing independent RIAs in the country while staying true to our founding principles of ensuring that our actions positively impact our clients, employees, shareholders, and communities.”

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Barron’s RIA rankings are based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. This is Mercer Advisors eighth year being ranked in the top 10 and its first year being ranked number one.

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About Mercer Advisors

Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a total wealth management and financial planning firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and 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 1,150+ employees, and operates nationally through more than 90 locations. Mercer Advisors has $63 billion in client assets. For more information, visit merceradvisors.com.

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Important Information

Company statistics as of July 31, 2024. Client assets refer to client assets under management (AUM) and client asset 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.

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Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies.  

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Mercer Advisors was ranked number 1 for firms with fewer than $70 billion in client assets. In 2024, Barron’s ranked the largest registered investment advisor firms ($70B+ in assets) separately from its broader RIA ranking. More information can be found here.

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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 he/she 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 (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

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