Mercer Advisors

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Trust Score 98%
Trust Score  info_outline

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: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Top Advisor Greg Alan Willsey
Avg Advisor Trust Score 96
Avg Advisor Years Registered 3
Minimum Investment $350,000
Average Client Balance $1,369,102
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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