Mercer Global Advisors is one of the largest independent wealth management firms in the United States. Founded in 1985, the company operates as a fiduciary, meaning it is legally obligated to act in its clients' best interests. It offers a holistic suite of services including financial planning, investment management, retirement planning, tax strategy and preparation, and estate and trust services. The firm has grown significantly through both organic expansion and strategic acquisitions of other advisory firms, aiming to provide a centralized "family office" experience for its clients across the country.

Founded in

United States