Wealth Manager
    SEC Registered
    Manages Private Funds

    Mercer Global Advisors Inc.

    Registered investment advisor · Denver, Colorado · CRD #147363

    Assets Under Management
    $84.4B
    Client Accounts
    116,310
    Employees
    1,429
    CRD Number
    147363
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc, Raymond James & Associates, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mercer Global Advisors Inc.

    Mercer Advisors is a national registered investment advisor and fiduciary wealth management firm based in Denver, Colorado. Founded in 1985, the company operates over 100 locations across the United States and employs more than 1,270 professionals. Mercer Advisors manages approximately $71 billion in client assets, serving around 30,000 families, including mass-affluent, high-net-worth, and ultra-high-net-worth clients, as well as institutional clients like companies and foundations. The firm o

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Mercer Global Advisors Inc.'s AUM?

    Mercer Global Advisors Inc. reports approximately $84.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mercer Global Advisors Inc. headquartered?

    Mercer Global Advisors Inc. is headquartered in Denver, Colorado.

    What is Mercer Global Advisors Inc.'s CRD number?

    Mercer Global Advisors Inc.'s CRD number is 147363. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mercer Global Advisors Inc. manage?

    Mercer Global Advisors Inc. manages approximately 116,310 client accounts according to its latest SEC filing.

    Is Mercer Global Advisors Inc. SEC registered?

    Yes, Mercer Global Advisors Inc. is registered with the SEC as an investment adviser with an approved registration status.

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