Mercer Global Advisors Inc.

Mercer Global Advisors Inc. is a privately held, national registered investment adviser (RIA) firm headquartered in Denver, Colorado. Founded in 1985, the company's core business revolves around providing comprehensive, fee-based family office services. Its mission is to help individuals, families, and institutions amplify and simplify their financial lives by offering trusted advice and solutions to build brighter financial futures.

The firm offers a wide array of services including financial planning, investment management, estate planning, tax strategy and preparation, insurance solutions, and corporate trustee services. Mercer Global Advisors serves a diverse client base, ranging from mass affluent to ultra-high-net-worth individuals and families, as well as institutional clients such as companies, endowments, and foundations. As of April 2026, the company oversees approximately $98 billion in client assets and operates nationally through more than 110 locations with over 1,500 team members.

Mercer Global Advisors maintains a strong market position, having been ranked as the #1 RIA firm in the nation for non-mega RIA firms by Barron's for two consecutive years (2024 and 2025). The company is highly acquisitive, having closed 18 partnerships in 2025, adding $10 billion in assets through these acquisitions. Recent leadership appointments in April 2026 include Melissa Nims as Chief Solutions Officer, Jeremiah Barlow as Chief Commercial Officer, and Jimmy Zhao as Chief Corporate Development Officer, reflecting the firm's focus on integrated family office services and expanding client value. Mercer Global Advisors is a subsidiary of Mercer Advisors Inc., which is majority-owned by private equity firms Oak Hill Capital, Genstar Capital, Altas Partners, and GIC.