{
  "crd_number": 147363,
  "slug": "mercer-global-advisors-inc-denver-co-147363",
  "primary_business_name": "MERCER GLOBAL ADVISORS INC.",
  "legal_name": "MERCER GLOBAL ADVISORS INC.",
  "dbas": [
    "MERCER ADVISORS"
  ],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2008-05-30",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": 84396892590.0,
  "raum_discretionary": 82916243015.0,
  "raum_non_discretionary": 1480649575.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 1429,
  "advisory_employees": 632,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1998280571.0,
      "count": 166
    },
    "individuals": {
      "raum": 7082833358.0,
      "count": 16646
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 3451428018.0,
      "count": 718
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 70513655736.0,
      "count": 18398
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 1350694907.0,
      "count": 244
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://acgwealth.com/- Legacy URL- redirects to primary website",
    "https://adamfinl.com/- Legacy URL- redirects to primary website",
    "https://afiwealthstrategies.com/ Legacy URL- redirects to primary website",
    "https://andesafm.com/- Legacy URL- redirects to primary website",
    "https://atlantafinancial.com/ Legacy URL- redirects to primary website",
    "https://benchmarkwealthmgmt.com/ Legacy URL- redirects to primary website",
    "https://berkson.net/ Legacy URL- redirects to primary website",
    "https://brightonfinancial.com/ Legacy URL- redirects to primary website",
    "https://cfnplan.com",
    "https://chapelcollins.com/ Legacy URL- redirects to primary website",
    "https://confluencefa.com/ Legacy URL- redirect to primary websites",
    "https://convergentwm.com/ Legacy URL - redirects to primary website",
    "https://dayandennis.com/ Legacy URL-redirects to primary website",
    "https://dragonfg.com/ Legacy URL- redirect to primary website",
    "https://dsneal.com/ Legacy URL- redirects to primary website",
    "https://epsteinandwhite.com/ Legacy URL- redirects to primary website",
    "https://facebook.com/Kanaly-Trust-120746091315000",
    "https://facebook.com/empyrionwealthmanagment",
    "https://facebook.com/epsteinwhitemerceradvisors",
    "https://facebook.com/lakepointadvisorygroup",
    "https://facebook.com/merceradvisors",
    "https://facebook.com/rpgplanner",
    "https://financialpartnersgroupllc.com/ Legacy URL- redirects to primary website",
    "https://firstohioplanning.com/ Legacy URL- redirects to primary website",
    "https://frangofinancial.com/ Legacy URL- redirects to primary website",
    "https://fullsailcapital.com/ Legacy URL- redirects to primary website",
    "https://furefinancial.com/ Legacy URL- redirects to primary website",
    "https://goldsteinmunger.com/ Legacy URL- redirects to primary website",
    "https://hcowealth.com/ Legacy URL- redirects to primary website",
    "https://instagram.com/mercer_advisors",
    "https://kadescheifetz.com/ Legacy URL- redirects to primary website",
    "https://kanaly.com/ Legacy URL- redirects to primary website",
    "https://kingfishercapital.com/ Legacy URL- redirects to primary website",
    "https://knick.com/ Legacy URL- redirects to primary website",
    "https://lakepointadvisorygroup.com/- Legacy URL redirects to primary website",
    "https://lewiswm.com/ Legacy URL- redirects to primary website",
    "https://linkedin.com/company/benemark-inc-",
    "https://linkedin.com/company/cfnplan",
    "https://linkedin.com/company/epstein-white-retirement-income-solutions-llc",
    "https://linkedin.com/company/kingfisher-capital/about",
    "https://linkedin.com/company/lakepointadvisorygroup",
    "https://linkedin.com/company/mercer-advisors",
    "https://linkedin.com/company/singer-burke/posts?feedView=all",
    "https://longrunwealth.com",
    "https://mallardadvisors.com/ Legacy URL- redirects to primary website",
    "https://mallardfinancial.com/ Legacy URL- redirects to primary website",
    "https://mdkpwm.com/ Legacy URL- redirects to primary website",
    "https://merceradvisors.com",
    "https://milleradvisors.com/- Legacy URL- redirects to primary website",
    "https://mirskyfinancial.com/ Legacy URL-redirects to primary website",
    "https://myeaglewealth.com",
    "https://obrienwp.com",
    "https://pamgmt.com/ Legacy URL- redirects to primary website",
    "https://pinnacle-investment.com/ Legacy URL- redirects to primary website",
    "https://poterack.net",
    "https://precipiowealth.com/ Legacy URL- redirects to primary website",
    "https://regentwealth.com/ Legacy URL- redirects to primary website",
    "https://regisllc.com/ Legacy URL- redirects to primary website",
    "https://reneemcconnell.com",
    "https://riverglenwealth.com/ Legacy URL- redirects to primary website",
    "https://rmradvisors.com/ Legacy URL- redirects to primary website",
    "https://rpgplanner.com/ Legacy URL- redirects to primary website",
    "https://sandfordadvisory.com/ Legacy URL- redirects to primary website",
    "https://sighadvisory.com/ Legacy URL- redirects to primary website",
    "https://singerburke.com/ Legacy URL- redirects to primary website",
    "https://sprucehillcap.com/ Legacy URL- redirects to primary website",
    "https://starksfinancial.com/ Legacy URL- redirects to primary website",
    "https://stewardwealthmanagement.com/ Legacy URL-redirects to primary website",
    "https://taaginc.com/ Legacy URL- redirects to primary website",
    "https://thekielygroup.com/ Legacy URL- redirects to primary website",
    "https://thompson-advisory.com",
    "https://transitionswm.com/ Legacy URL- redirects to primary website",
    "https://tswealth.com/ Legacy URL- redirects to primary website",
    "https://tuftoncapital.com",
    "https://twitter.com/MercerAdvisors",
    "https://vbfinancialgroup.com",
    "https://vintagefs.com",
    "https://waypointcaptialadvisors.com/ Legacy URL- redirects to primary website",
    "https://wealthdesignservices.com/ Legacy URL- redirects to primary website",
    "https://wealthguards.com/ Legacy URL- redirects to primary website",
    "https://wealthguide.net/ Legacy URL- redirects to primary website",
    "https://westoakcap.com",
    "https://wrennfinancial.com/ Legacy URL-redirects to primary website",
    "https://youtube.com/@MercerAdvisors/channels"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147363",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/mercer-global-advisors-inc-denver-co-147363",
  "display_name": "Mercer Global Advisors Inc.",
  "summary": "Mercer Global Advisors Inc. is an SEC-registered investment advisory firm in Denver, CO, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 17, 2026.",
  "citation": "AdvisorCensus. Mercer Global Advisors Inc. (CRD 147363): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Mercer Global Advisors Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mercer Global Advisors Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Mercer Global Advisors Inc. located?",
      "a": "Mercer Global Advisors Inc.'s principal office is in Denver, CO, according to its Form ADV; the October 2026 filing also lists 24 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Mercer Global Advisors Inc. registered with the SEC or a state?",
      "a": "Mercer Global Advisors Inc. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147363."
    },
    {
      "q": "How much does Mercer Global Advisors Inc. manage?",
      "a": "Mercer Global Advisors Inc. reports $84,396,892,590 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (98% discretionary)."
    },
    {
      "q": "How have Mercer Global Advisors Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mercer Global Advisors Inc.: Regulatory assets under management: $19,869,910,368 in the October 2021 data and $84,396,892,590 in the October 2026 data, up 325%. Total employees: 454 in October 2021 and 1,429 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mercer Global Advisors Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (18,398); individuals (other than high net worth individuals) (16,646); pension and profit sharing plans (but not the plan participants or government pension plans) (718)."
    },
    {
      "q": "Which custodians does Mercer Global Advisors Inc. use?",
      "a": "Mercer Global Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mercer Global Advisors Inc. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147363"
    },
    {
      "q": "What changed in Mercer Global Advisors Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Bellevue, WA. Added an office in McLean, VA. No longer lists an office in Denver, CO. No longer lists an office in Encino, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 19869910368.0,
      "total_employees": 454,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 34011524251.0,
      "total_employees": 625,
      "filing_date": "2022-04-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 35141673366.0,
      "total_employees": 900,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 45350198548.0,
      "total_employees": 1020,
      "filing_date": "2024-09-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 60256270580.0,
      "total_employees": 1166,
      "filing_date": "2025-07-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 84396892590.0,
      "total_employees": 1429,
      "filing_date": "2026-09-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Bellevue, WA.",
        "Added an office in McLean, VA.",
        "No longer lists an office in Denver, CO.",
        "No longer lists an office in Encino, CA."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Item 11 disclosure answers changed: 2 yes answers, previously 0 (now yes: 11.D(2), 11.D(4)).",
        "Changed its office addresses in Dallas, TX.",
        "Added an office in Denver, CO.",
        "Added an office in Radnor, PA.",
        "No longer lists an office in Bellevue, WA.",
        "No longer lists an office in McLean, VA."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Added an office in Ponte Vedra Beach, FL.",
        "No longer lists an office in Jacksonville, FL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 741 to 632.",
        "Regulatory assets under management went from $60,256,270,580 to $84,396,892,590 (+40%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added an office in Encino, CA.",
        "No longer lists an office in Ann Arbor, MI."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added an office in Jacksonville, FL.",
        "Added an office in Morristown, NJ.",
        "Added an office in Scottsdale, AZ.",
        "Added an office in St. Louis Park, MN.",
        "No longer lists an office in Charlotte, NC.",
        "No longer lists an office in Los Angeles, CA.",
        "No longer lists an office in Radnor, PA.",
        "No longer lists an office in Raleigh, NC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mercer-global-advisors-inc-denver-co-147363.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 16646,
      "fewer_than_5": false,
      "raum": 7082833358.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 18398,
      "fewer_than_5": false,
      "raum": 70513655736.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 718,
      "fewer_than_5": false,
      "raum": 3451428018.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 166,
      "fewer_than_5": false,
      "raum": 1998280571.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 244,
      "fewer_than_5": false,
      "raum": 1350694907.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/147363",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}