Mercer Advisors Crosses $100 Billion AUM Milestone — Mercer Global Advisors Inc.

Event summary

Mercer Advisors' RIA subsidiary, Mercer Global Advisors, surpassed $100 billion in total client assets as of May 31, 2026.
The firm serves over 42,000 families across the U.S. with a team of 1,620 employees.
Mercer Advisors integrated 18 new partner firms in 2025, expanding into markets like Oklahoma City and Greater Boston.
The company has segmented its client offerings into specialized service tiers: Regis, Ascend, Custom Wealth, and Wealth Path.

The big picture

Mercer Advisors' $100 billion AUM milestone underscores the ongoing consolidation in the RIA space, driven by demand for sophisticated, fee-based fiduciary services. The firm's 'integrator not aggregator' M&A strategy has allowed it to expand nationally while preserving deep client relationships. Its institutional scale enables cost efficiencies and enhanced service capabilities, positioning it competitively against both independent and wirehouse advisors.

What we're watching

Organic Growth Pace: Whether Mercer Advisors can sustain its rapid organic growth, having added over $10 billion in new client assets in the past year.
Integration Strategy: How effectively Mercer Advisors continues to integrate partner firms while maintaining its boutique fiduciary culture.
Talent Retention: The firm's ability to attract and retain top fiduciary talent as it scales, with over 50% of employees now equity owners.