Mercer Global Advisors Inc.

Mercer Global Advisors Inc.

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1801 East Cabrillo Blvd.

Santa Barbara, CA 93108

(800) 258-1559

merceradvisors.com

No. advisers: 342

AUM: $10,687,217,357

Asset Breakdown

Staff
Employees 342
Clients
High-net-worth individuals 26-50%
Financial planning clients More than 500
High-net-worth client assets More than 75%
Compensation
Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No
Total AUM Total Accounts Avg. Account AUM
Discretionary $10,323,500,129 26,961 $382,905
Non-discretionary 363717228 1,747 $208,195
Total $10,687,217,357 28,708 $372,273

The fight over who owns the client comes to RIAs

August 13, 2019 - The persistent war between who controls clients and their assets is typically fought between wirehouses and their advisers. And that fight can get ugly, with these major brokerage firms taking advisers to court when the advisers leave one firm and join...

Mercer acquires Jackson Financial and $510 million in assets

June 19, 2019 - Mercer Global Advisors has acquired Jackson Financial Management, a Costa Mesa, Calif.-based RIA managing approximately $510 million in assets. (More: Consider diversity when it comes to mergers and acquisitions) The JFM acquisition brings Mercer's total...

RIA rundown 2019: Top fee-only RIAs by state

June 1, 2019 - State/top 3 firms # of fee-only RIAs Total assets ($M)/market share Discretionary assets ($M)/ market share Nondiscretionary assets ($M)/market share 1 CA California 357 $271,694.9 $222,410.8 $49,284.1 1 $36,253,881,136.0 Hall Capital Partners 13.3% 5.4%...

RIA rundown 2019: Largest fee-only RIAs

June 1, 2019 - Rank 2019 2019 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Hall Capital Partners 1 Maritime Plaza, Sixth Floor San Francisco, CA 94111 (415) 288-0544 hallcapital.com...

Mercer Advisors acquires $240 million Confluence Financial Advisors

March 7, 2019 - Mercer Global Advisors has acquired Confluence Financial Advisors, a Boulder, Colo.-based registered investment adviser managing approximately $240 million in assets. Confluence founding partners David Gardner and Judy McNary, and their five team members,...

Mercer Advisors acquires $350 million Arbor Asset Management

February 19, 2019 - Mercer Global Advisors has aquired Arbor Asset Management, a registered investment adviser located in Ann Arbor, Mich., that manages approximately $350 million in assets. Mercer Advisors, headquartered in Denver, has approximately $15 billion in AUM....

Biggest RIA gainers

June 9, 2018 - Rank 2018 % change 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Breed's Hill Capital 1 Thompson Square, Suite 301 Boston, MA 02129 (617) 580-3440 breedshillcapital.com...

Largest fee-only RIAs

June 9, 2018 - Rank 2018 2018 Total Discretionary Nondiscretionary Firm Phone/website assets ($M) accounts assets ($M) accounts assets ($M) accounts Employees 1 Financial Engines Advisors 1050 Enterprise Way, Third Floor Sunnyvale, CA 94089 (408) 498-6000 financialengines.com...

    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For comments or suggestions about the Adviser Center, please contact us.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology:InvestmentNews qualified 2,206 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2018, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

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