Mercer Advisors Review

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The following automated report was generated using SEC and FINRA data and was last updated on April 1st, 2020*. For data support, email "support@investor.com". Views: 548 (trailing six months).

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).

Mercer Advisors does meet the requirements to be Trusted by investor.com. Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.

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Firm Information Value
Minimum Investment $500,000
Average Client Balance $1,369,102
Total AUM $10.7 billion
Advisor / Client Ratio 1:37
Headquarters Denver, CO
SEC Filings View SEC IAPD 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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*SEC data last verified 04/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

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