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MERCER GLOBAL ADVISORS INC.
CRD 147363 · SEC 801-69271
1200 17TH STREET, SUITE 2000, DENVER, CO, 80202, United States
Phone
(888) 885-8101
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$84.40B
Discretionary AUM
$82.92B
Team
1429 total employees; 632 advisory reps; 87 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES
Org form
Corporation
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsTRUST SERVICES, ESTATE PLANNING, CONSULTATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16646 | $7.08B |
| High net worth individuals | 18398 | $70.51B |
| Pension/profit sharing plans | 718 | $3.45B |
| Charitable organizations | 166 | $2.00B |
| Corporations/business entities | 244 | $1.35B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.goldsteinmunger.com/ Legacy URL- redirects to primary website
- https://www.linkedin.com/company/cfnplan/
- https://www.mirskyfinancial.com/ Legacy URL-redirects to primary website
- https://www.andesafm.com/- Legacy URL- redirects to primary website
- https://www.chapelcollins.com/ Legacy URL- redirects to primary website
- https://www.wrennfinancial.com/ Legacy URL-redirects to primary website
- https://www.linkedin.com/company/benemark-inc-/
- https://www.stewardwealthmanagement.com/ Legacy URL-redirects to primary website
- https://www.transitionswm.com/ Legacy URL- redirects to primary website
- https://www.taaginc.com/ Legacy URL- redirects to primary website
- https://www.knick.com/ Legacy URL- redirects to primary website
- https://www.kadescheifetz.com/ Legacy URL- redirects to primary website
- https://www.reneemcconnell.com/
- https://www.twitter.com/MercerAdvisors
- https://www.youtube.com/@MercerAdvisors/channels
- https://www.vintagefs.com/
- https://www.rmradvisors.com/ Legacy URL- redirects to primary website
- https://www.pinnacle-investment.com/ Legacy URL- redirects to primary website
- https://www.brightonfinancial.com/ Legacy URL- redirects to primary website
- https://www.furefinancial.com/ Legacy URL- redirects to primary website
- https://www.hcowealth.com/ Legacy URL- redirects to primary website
- https://www.linkedin.com/company/mercer-advisors/
- https://www.linkedin.com/company/epstein-white-retirement-income-solutions-llc
- https://www.wealthguards.com/ Legacy URL- redirects to primary website
- https://www.westoakcap.com/
- https://www.rpgplanner.com/ Legacy URL- redirects to primary website
- https://www.facebook.com/rpgplanner/
- https://www.facebook.com/Kanaly-Trust-120746091315000
- https://www.singerburke.com/ Legacy URL- redirects to primary website
- https://www.facebook.com/lakepointadvisorygroup/
- https://www.lakepointadvisorygroup.com/- Legacy URL redirects to primary website
- https://www.dsneal.com/ Legacy URL- redirects to primary website
- https://www.wealthdesignservices.com/ Legacy URL- redirects to primary website
- https://www.riverglenwealth.com/ Legacy URL- redirects to primary website
- https://www.waypointcaptialadvisors.com/ Legacy URL- redirects to primary website
- https://www.adamfinl.com/- Legacy URL- redirects to primary website
- https://www.benchmarkwealthmgmt.com/ Legacy URL- redirects to primary website
- https://www.berkson.net/ Legacy URL- redirects to primary website
- https://www.dayandennis.com/ Legacy URL-redirects to primary website
- https://www.dragonfg.com/ Legacy URL- redirect to primary website
- https://www.kanaly.com/ Legacy URL- redirects to primary website
- https://www.milleradvisors.com/- Legacy URL- redirects to primary website
- https://www.facebook.com/epsteinwhitemerceradvisors/
- https://www.regentwealth.com/ Legacy URL- redirects to primary website
- https://www.starksfinancial.com/ Legacy URL- redirects to primary website
- https://www.tswealth.com/ Legacy URL- redirects to primary website
- https://www.atlantafinancial.com/ Legacy URL- redirects to primary website
- https://www.obrienwp.com/
- https://www.lewiswm.com/ Legacy URL- redirects to primary website
- https://www.facebook.com/merceradvisors/
- https://www.tuftoncapital.com/
- https://www.mallardadvisors.com/ Legacy URL- redirects to primary website
- https://www.wealthguide.net/ Legacy URL- redirects to primary website
- https://www.mdkpwm.com/ Legacy URL- redirects to primary website
- https://www.convergentwm.com/ Legacy URL - redirects to primary website
- https://www.sandfordadvisory.com/ Legacy URL- redirects to primary website
- https://www.kingfishercapital.com/ Legacy URL- redirects to primary website
- https://www.vbfinancialgroup.com/
- https://www.acgwealth.com/- Legacy URL- redirects to primary website
- https://www.afiwealthstrategies.com/ Legacy URL- redirects to primary website
- https://www.firstohioplanning.com/ Legacy URL- redirects to primary website
- https://www.fullsailcapital.com/ Legacy URL- redirects to primary website
- https://www.linkedin.com/company/kingfisher-capital/about/
- https://www.epsteinandwhite.com/ Legacy URL- redirects to primary website
- https://www.longrunwealth.com/
- https://www.linkedin.com/company/lakepointadvisorygroup/
- https://www.instagram.com/mercer_advisors/
- https://www.cfnplan.com/
- https://www.pamgmt.com/ Legacy URL- redirects to primary website
- https://www.facebook.com/empyrionwealthmanagment/
- https://www.frangofinancial.com/ Legacy URL- redirects to primary website
- https://www.thekielygroup.com/ Legacy URL- redirects to primary website
- https://www.thompson-advisory.com/
- https://www.linkedin.com/company/singer-burke/posts/?feedView=all
- https://www.myeaglewealth.com/
- https://www.merceradvisors.com/
- https://www.mallardfinancial.com/ Legacy URL- redirects to primary website
- https://www.precipiowealth.com/ Legacy URL- redirects to primary website
- https://www.regisllc.com/ Legacy URL- redirects to primary website
- https://www.sighadvisory.com/ Legacy URL- redirects to primary website
- https://www.sprucehillcap.com/ Legacy URL- redirects to primary website
- https://www.poterack.net/
- https://www.confluencefa.com/ Legacy URL- redirect to primary websites
- https://www.financialpartnersgroupllc.com/ Legacy URL- redirects to primary website
Official SEC filing: View on IAPD