Mercer Advisors

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Trust Score 98%
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Mercer Advisors, federally registered in 2008, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 215 advisors. Mercer Advisors manages $10.7 billion and provides investment advisory services for 7,806 clients (1:37 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: September 21st, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) 85 / 7,646
Top Advisors View Advisors
Minimum Investment $250,000
Average Client Balance $1,369,102
Dually-Registered No
Disciplinary History No
Total AUM $10.7 billion
Advisor / Client Ratio 1:37
Headquarters Denver, CO
SEC Filings Forms and Brochures    (CRD # 147363)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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