Mercer Global Advisors

Mercer Global Advisors

Mercer Global Advisors Inc. is a national SEC-registered investment adviser (CRD #147363) headquartered in Denver, Colorado, delivering integrated family office and comprehensive wealth management services to individuals, families, and institutions as a fiduciary (per company website and Form CRS). Founded in 1985 by Kendrick Mercer, a tax and estate attorney, the firm pioneered fee-based advisory focused on achieving economic freedom through unified teams of advisors, planners, investment professionals, tax specialists, estate strategists, and insurance experts (per June 23, 2026 company press release). Services encompass financial planning, discretionary and non-discretionary investment management, tax planning and preparation, estate planning (via third parties), insurance solutions through an affiliate, and trustee services. As of May 31, 2026, the firm reports $110 billion in client assets, defined as assets under management (AUM), assets under advisement (AUA), and certain pending acquisition assets where agreements have been assigned (per company website and official press release). It operates more than 110 regional offices with approximately 1,620 team members serving over 42,000 families, supported by employee ownership exceeding 50% and majority ownership by Oak Hill Capital, Genstar Capital, and Altas Partners (per company disclosures). The firm has integrated over 100 partner firms via an integrator model and earned top rankings including #1 Barron’s Top 100 RIA (2024-2025). Regulatory disclosures appear in Form ADV available via SEC IAPD.