Mercer Advisors announced that its registered investment adviser, Mercer Global Advisors, has surpassed $100 billion in total client assets.
The milestone reflects the trust of more than 42,000 families across the United States. Mercer Advisors said the achievement highlights how the firm has continued scaling while strengthening its boutique delivery model and expanding its interdisciplinary, institutional-grade capabilities.
Founded in 1985 by Kendrick Mercer, a tax and estate attorney, Mercer Advisors was created to help families achieve Economic Freedom. As one of the country’s early fee-based fiduciary firms, Mercer Advisors was founded on the belief that families should have access to sophisticated, integrated wealth management services.
Over the past four decades, the firm has expanded through a client-first approach focused on fiduciary advice, interdisciplinary expertise, and coordinated service. Mercer Advisors has developed in-house tax and estate delivery, independent advisor-led investment committees, and a model that separates sales and service.
Today, Mercer Advisors supports clients through more than 1,100 professionals across wealth advisory, planning, client service, tax, estate, investment, insurance, and trust functions. These teams are organized into local market groups designed to provide a family-office experience to clients.
The firm said it took more than three decades to reach $10 billion in client assets, but it added more than that amount in new client assets over the past 12 months. In the first quarter of 2026, more than 1,000 clients selected Mercer Advisors as their family office.
Over the past 10 years, Mercer Advisors has integrated 117 partner firms through its M&A partner development strategy. The firm said its approach focuses on integration rather than aggregation, emphasizing collaboration, teamwork, and better outcomes for clients.
In 2025, Mercer Advisors completed its most active year of partnerships to date, welcoming 18 new partner firms. These partnerships expanded the firm into markets such as Oklahoma City and Greater Boston while adding capabilities, including business management and increased capacity in tax services.
Mercer Advisors now has 1,600 professionals nationwide, including more than 420 wealth advisors operating within over 40 local market teams. The firm also has over 200 professionals in tax and estate planning, a 125-person investment team, and more than 100 dedicated financial planners.
The company said more than 350 colleagues were promoted in each of the past two years, and 15% of financial planners advanced to wealth manager roles over the past year. More than 50% of Mercer Advisors employees are now equity owners.
In 2024 and 2025, Mercer Advisors formally segmented its client offerings and advisor teams to better serve clients across the wealth spectrum through specialized service tiers, including Regis, Ascend, Custom Wealth, and Wealth Path.
Mercer Advisors is headquartered in Denver, Colorado, and operates nationally through more than 118 locations. The firm is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners.
KEY QUOTES:
“This milestone is about our clients—and the people who have dedicated their careers to serving them—with a shared objective of delivering an unmatched standard of fiduciary care. It reflects the trust tens of thousands of families place in us as their financial partner.”
“Our vision is simple: to serve every family as if they were our only client. Whether they’re building wealth or managing significant wealth, families want advice that is tailored, personal, and able to evolve as their wealth grows or lives change.”
Dave Welling, CEO of Mercer Advisors
“Our success to date is rooted in four decades of keeping promises to clients and delivering at the highest standard.”
“As a team, we are deeply grateful for the generations of colleagues who have dedicated their careers to building a firm where fiduciary professionals can do the best work of their careers. Our commitment is to pay that forward by reinvesting the benefits of growth directly into capabilities and talent that can help us take exceptional care of clients in the decades to come.”
Daniel Gourvitch, President of Mercer Advisors
“At its core, Mercer Advisors is built to be a place where leading professionals can do the best work of their careers, with the support, scale, and autonomy to excel.”
“As Mercer Advisors continues to get bigger, we vow to get better—continuously investing in our people, platform and capabilities—to build the firm we would want for our own families.”
Elizabeth Hioe, Chief People Officer of Mercer Advisors
