To be recognized as the fastest growing independent advisory firm in the world Colorado “It is a bold testament to our strategic focus in building a comprehensive suite of financial and investment planning resources, together with tax, real estate and insurance solutions to deliver a unified, integrated solution that helps clients achieve their financial goals and objectives.” Dave WellingCEO of Mercer Advisors. “This personal service model resonates with investors and advisors looking to join Mercer Advisors across the country, and is a key reason we continue to grow our company both organically and inorganically.”
Citywire examined three categories to determine its ratings. These included percentage growth in assets under management (AUM), cash growth in assets under management, and percentage growth in staff. These three components are combined into a “growth factor” that is then graded through independent regional investment agencies in each state.
“We continue to seek out the best talent in the industry to support our rapid growth,” Welling said. As a result, we have nearly 1,000 of the most experienced, skilled and knowledgeable professionals serving more than 28,000 clients, making us not only one of the fastest growing companies in the world. Colorado but also across the country. We look forward to continuing to invest in technology, tools, resources, services and human talent that will fuel our growth in the coming years.
*Citywire methodology: https://digital.citywire.com/ria-50-growers-2023/p/1?utm_source=citywire-editorial_ria-splash-page&utm_medium=website&utm_campaign=ria-50-growers-2023&utm_content=230816 We use historical ADV model data collected by Discovery Data, and then run it through a layer of screens. We examine RIA accounts that do not include financial planning as one of their core services, as well as companies that are subsidiaries of brokers, dealers, and banks. Finally, we examine firms that act primarily as back-end service providers for consulting teams. Once that’s all done, we look at the performance of eligible companies in 2022 across three categories: percentage growth in assets under management, cash growth in assets under management, and percentage growth in employees. We combine these numbers into a single number known as the “growth factor”. No one gets paid or compensated for their appearance, and neither do we.
About Mercer Advisors
Mercer Global Advisors Inc., Inc. (“Mercer Advisors”), incorporated in 1985, is a full-service wealth management firm that specializes in investment advice, financial and estate planning, tax, corporate trustee services, and credit management. It is one of the largest registered investment advisors and financial planning firms in the United States $50 billion in client assets. Headquartered in DenverMercer Advisors is a private company, with more than 900 employees, and operates nationally across the country with more than 70 locations. Mercer Advisors, Inc. It is the parent company of Mercer Global Advisors Inc. (RIA), which is majority owned by Oak Hill Capital and Genstar Capital. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Mercer Global Advisors employees serve as MAIS officers. For Mercer Global Advisors customers who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with the strategic partner(s). More information about MAIS and our strategic partners can be found in our Form ADV 2A. Visit us on http://www.merceradvisors.com.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided by its affiliation with Advanced Services Law Group, Inc.
Company stats as of June 30, 2023. Asset management data refers to client assets under management (AUM) and client assets under advisory (AUA) by both Mercer Global Advisors Inc. and Regis Management Company. Regis Management Company is a trade name used by Regis Acquisition, Inc.. Mercer Global Advisors Inc. and Regis Acquisition, Inc. They are affiliated investment advisors registered with the Securities and Exchange Commission and provide investment advice and family office services. Mercer Global Advisors Inc. and Regis Acquisition, Inc. Two subsidiaries of Mercer Advisors Inc., the parent company that is not involved in investment services.
Please note: limitations. A customer or potential customer should not interpret ratings and/or ratings from rating services, publications, the media, or other unaffiliated organizations as a guarantee that it will achieve a certain level of results if Mercer Advisors is involved or maintained. To participate, to provide investment advisory services. The ratings published by journals and others in general base their selections exclusively on information prepared and/or provided by the recognized advisor. Ratings are generally limited to participating advisors (see participation criteria/methodology). Unless expressly indicated otherwise, Mercer Advisors has not paid any fees to be included in any such rating. No rating or rating should be construed as a current or past endorsement of Mercer Advisors by any of its clients.
Source: Mercer Advisors