# Mercer Global Advisors Inc.

> 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.

- CRD: 147363
- Filed as: MERCER GLOBAL ADVISORS INC.
- Also doing business as: MERCER ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147363
- AdvisorCensus page: https://advisorcensus.com/firm/mercer-global-advisors-inc-denver-co-147363

## Quick answers

**How is Mercer Global Advisors Inc. compensated?**
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.

**Where is Mercer Global Advisors Inc. located?**
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).

**Is Mercer Global Advisors Inc. registered with the SEC or a state?**
Mercer Global Advisors Inc. is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147363.

**How much does Mercer Global Advisors Inc. manage?**
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).

**How have Mercer Global Advisors Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Mercer Global Advisors Inc. serve?**
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).

**Which custodians does Mercer Global Advisors Inc. use?**
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.

**Does Mercer Global Advisors Inc. report any disciplinary disclosures?**
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

**What changed in Mercer Global Advisors Inc.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $84,396,892,590
- Discretionary: $82,916,243,015
- Non-discretionary: $1,480,649,575

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16,646 | $7,082,833,358 |
| High net worth individuals | 18,398 | $70,513,655,736 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 718 | $3,451,428,018 |
| Charitable organizations | 166 | $1,998,280,571 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 244 | $1,350,694,907 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1,429 total, 632 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?
- 11.D(4): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147363

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Atlanta, GA
- Bellevue, WA
- Boulder, CO
- Dallas, TX
- Denver, CO
- Houston, TX
- McLean, VA
- Minneapolis, MN
- Morristown, NJ
- New York, NY
- Newport Beach, CA
- Oklahoma City, OK
- Ponte Vedra Beach, FL
- Portage, MI
- Radnor, PA
- San Diego, CA
- San Francisco, CA
- Santa Barbara, CA
- Schaumburg, IL
- Scottsdale, AZ
- Springfield, MO
- Walnut Creek, CA
- Waltham, MA
- Woodland Hills, CA

### Websites listed on Form ADV (Item 1.I)
- [acgwealth.com/- Legacy URL- redirects to primary website](https://acgwealth.com/- Legacy URL- redirects to primary website)
- [adamfinl.com/- Legacy URL- redirects to primary website](https://adamfinl.com/- Legacy URL- redirects to primary website)
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- [andesafm.com/- Legacy URL- redirects to primary website](https://andesafm.com/- Legacy URL- redirects to primary website)
- [atlantafinancial.com/ Legacy URL- redirects to primary website](https://atlantafinancial.com/ Legacy URL- redirects to primary website)
- [benchmarkwealthmgmt.com/ Legacy URL- redirects to primary website](https://benchmarkwealthmgmt.com/ Legacy URL- redirects to primary website)
- [berkson.net/ Legacy URL- redirects to primary website](https://berkson.net/ Legacy URL- redirects to primary website)
- [brightonfinancial.com/ Legacy URL- redirects to primary website](https://brightonfinancial.com/ Legacy URL- redirects to primary website)
- [cfnplan.com](https://cfnplan.com)
- [chapelcollins.com/ Legacy URL- redirects to primary website](https://chapelcollins.com/ Legacy URL- redirects to primary website)
- [confluencefa.com/ Legacy URL- redirect to primary websites](https://confluencefa.com/ Legacy URL- redirect to primary websites)
- [convergentwm.com/ Legacy URL - redirects to primary website](https://convergentwm.com/ Legacy URL - redirects to primary website)
- [dayandennis.com/ Legacy URL-redirects to primary website](https://dayandennis.com/ Legacy URL-redirects to primary website)
- [dragonfg.com/ Legacy URL- redirect to primary website](https://dragonfg.com/ Legacy URL- redirect to primary website)
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- [epsteinandwhite.com/ Legacy URL- redirects to primary website](https://epsteinandwhite.com/ Legacy URL- redirects to primary website)
- [financialpartnersgroupllc.com/ Legacy URL- redirects to primary website](https://financialpartnersgroupllc.com/ Legacy URL- redirects to primary website)
- [firstohioplanning.com/ Legacy URL- redirects to primary website](https://firstohioplanning.com/ Legacy URL- redirects to primary website)
- [frangofinancial.com/ Legacy URL- redirects to primary website](https://frangofinancial.com/ Legacy URL- redirects to primary website)
- [fullsailcapital.com/ Legacy URL- redirects to primary website](https://fullsailcapital.com/ Legacy URL- redirects to primary website)
- [furefinancial.com/ Legacy URL- redirects to primary website](https://furefinancial.com/ Legacy URL- redirects to primary website)
- [goldsteinmunger.com/ Legacy URL- redirects to primary website](https://goldsteinmunger.com/ Legacy URL- redirects to primary website)
- [hcowealth.com/ Legacy URL- redirects to primary website](https://hcowealth.com/ Legacy URL- redirects to primary website)
- [kadescheifetz.com/ Legacy URL- redirects to primary website](https://kadescheifetz.com/ Legacy URL- redirects to primary website)
- [kanaly.com/ Legacy URL- redirects to primary website](https://kanaly.com/ Legacy URL- redirects to primary website)
- [kingfishercapital.com/ Legacy URL- redirects to primary website](https://kingfishercapital.com/ Legacy URL- redirects to primary website)
- [knick.com/ Legacy URL- redirects to primary website](https://knick.com/ Legacy URL- redirects to primary website)
- [lakepointadvisorygroup.com/- Legacy URL redirects to primary website](https://lakepointadvisorygroup.com/- Legacy URL redirects to primary website)
- [lewiswm.com/ Legacy URL- redirects to primary website](https://lewiswm.com/ Legacy URL- redirects to primary website)
- [longrunwealth.com](https://longrunwealth.com)
- [mallardadvisors.com/ Legacy URL- redirects to primary website](https://mallardadvisors.com/ Legacy URL- redirects to primary website)
- [mallardfinancial.com/ Legacy URL- redirects to primary website](https://mallardfinancial.com/ Legacy URL- redirects to primary website)
- [mdkpwm.com/ Legacy URL- redirects to primary website](https://mdkpwm.com/ Legacy URL- redirects to primary website)
- [merceradvisors.com](https://merceradvisors.com)
- [milleradvisors.com/- Legacy URL- redirects to primary website](https://milleradvisors.com/- Legacy URL- redirects to primary website)
- [mirskyfinancial.com/ Legacy URL-redirects to primary website](https://mirskyfinancial.com/ Legacy URL-redirects to primary website)
- [myeaglewealth.com](https://myeaglewealth.com)
- [obrienwp.com](https://obrienwp.com)
- [pamgmt.com/ Legacy URL- redirects to primary website](https://pamgmt.com/ Legacy URL- redirects to primary website)
- [pinnacle-investment.com/ Legacy URL- redirects to primary website](https://pinnacle-investment.com/ Legacy URL- redirects to primary website)
- [poterack.net](https://poterack.net)
- [precipiowealth.com/ Legacy URL- redirects to primary website](https://precipiowealth.com/ Legacy URL- redirects to primary website)
- [regentwealth.com/ Legacy URL- redirects to primary website](https://regentwealth.com/ Legacy URL- redirects to primary website)
- [regisllc.com/ Legacy URL- redirects to primary website](https://regisllc.com/ Legacy URL- redirects to primary website)
- [reneemcconnell.com](https://reneemcconnell.com)
- [riverglenwealth.com/ Legacy URL- redirects to primary website](https://riverglenwealth.com/ Legacy URL- redirects to primary website)
- [rmradvisors.com/ Legacy URL- redirects to primary website](https://rmradvisors.com/ Legacy URL- redirects to primary website)
- [rpgplanner.com/ Legacy URL- redirects to primary website](https://rpgplanner.com/ Legacy URL- redirects to primary website)
- [sandfordadvisory.com/ Legacy URL- redirects to primary website](https://sandfordadvisory.com/ Legacy URL- redirects to primary website)
- [sighadvisory.com/ Legacy URL- redirects to primary website](https://sighadvisory.com/ Legacy URL- redirects to primary website)
- [singerburke.com/ Legacy URL- redirects to primary website](https://singerburke.com/ Legacy URL- redirects to primary website)
- [sprucehillcap.com/ Legacy URL- redirects to primary website](https://sprucehillcap.com/ Legacy URL- redirects to primary website)
- [starksfinancial.com/ Legacy URL- redirects to primary website](https://starksfinancial.com/ Legacy URL- redirects to primary website)
- [stewardwealthmanagement.com/ Legacy URL-redirects to primary website](https://stewardwealthmanagement.com/ Legacy URL-redirects to primary website)
- [taaginc.com/ Legacy URL- redirects to primary website](https://taaginc.com/ Legacy URL- redirects to primary website)
- [thekielygroup.com/ Legacy URL- redirects to primary website](https://thekielygroup.com/ Legacy URL- redirects to primary website)
- [thompson-advisory.com](https://thompson-advisory.com)
- [transitionswm.com/ Legacy URL- redirects to primary website](https://transitionswm.com/ Legacy URL- redirects to primary website)
- [tswealth.com/ Legacy URL- redirects to primary website](https://tswealth.com/ Legacy URL- redirects to primary website)
- [tuftoncapital.com](https://tuftoncapital.com)
- [vbfinancialgroup.com](https://vbfinancialgroup.com)
- [vintagefs.com](https://vintagefs.com)
- [waypointcaptialadvisors.com/ Legacy URL- redirects to primary website](https://waypointcaptialadvisors.com/ Legacy URL- redirects to primary website)
- [wealthdesignservices.com/ Legacy URL- redirects to primary website](https://wealthdesignservices.com/ Legacy URL- redirects to primary website)
- [wealthguards.com/ Legacy URL- redirects to primary website](https://wealthguards.com/ Legacy URL- redirects to primary website)
- [wealthguide.net/ Legacy URL- redirects to primary website](https://wealthguide.net/ Legacy URL- redirects to primary website)
- [westoakcap.com](https://westoakcap.com)
- [wrennfinancial.com/ Legacy URL-redirects to primary website](https://wrennfinancial.com/ Legacy URL-redirects to primary website)
- Facebook @Kanaly-Trust-120746091315000
- Facebook @empyrionwealthmanagment
- Facebook @epsteinwhitemerceradvisors
- Facebook @lakepointadvisorygroup
- Facebook @merceradvisors
- Facebook @rpgplanner
- Instagram @mercer_advisors
- LinkedIn @benemark-inc-
- LinkedIn @cfnplan
- LinkedIn @epstein-white-retirement-income-solutions-llc
- LinkedIn @kingfisher-capital
- LinkedIn @lakepointadvisorygroup
- LinkedIn @mercer-advisors
- LinkedIn @singer-burke
- X @MercerAdvisors
- YouTube @MercerAdvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $19,869,910,368 | 454 | September 29, 2021 |
| October 2022 | $34,011,524,251 | 625 | April 5, 2022 |
| October 2023 | $35,141,673,366 | 900 | September 22, 2023 |
| October 2024 | $45,350,198,548 | 1,020 | September 19, 2024 |
| October 2025 | $60,256,270,580 | 1,166 | July 17, 2025 |
| October 2026 | $84,396,892,590 | 1,429 | September 17, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- 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.

### August 2026
- 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.

### May 2026
- Added an office in Ponte Vedra Beach, FL.
- No longer lists an office in Jacksonville, FL.

### April 2026
- 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%).

### January 2026
- Added an office in Encino, CA.
- No longer lists an office in Ann Arbor, MI.

### November 2025
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mercer Global Advisors Inc. (CRD 147363): Form ADV filing data as of October 2026.