SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Mercer Global Advisors Inc.
Denver, CO
CRD 147363
Firm filing updated September 17, 2026 ·
- $84.4BAssets
- 36,172Clients
- 632Advisory staff
- 116,310Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- OtherYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals18,398
- Individuals16,646
- Pension and profit sharing plans718
- Corporations or other businesses244
- Charities166
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 16,646 | $7.1 billion |
| High net worth individuals | 18,398 | $70.5 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 718 | $3.5 billion |
| Charitable organizations | 166 | $2.0 billion |
| Corporations or other businesses not listed above | 244 | $1.4 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 8 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "TRUST SERVICES, ESTATE PLANNING, CONSULTATION"
- 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 advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "TRUST SERVICES, ESTATE PLANNING, CONSULTATION"
Assets and accounts
- Regulatory assets$84.4 billion
- Accounts116,310
- Discretionary$82.9 billion · 115,337 accounts
- Non-discretionary$1.5 billion · 973 accounts
People
- Employees1,429
- Advisory staff632
- Broker-dealer reps5
- Licensed insurance agents27
- Planning clients27,443
Advisors
472 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 147363, SEC file 801-69271.
- Registered with the SEC as an investment advisor (status date on record: May 30, 2008).
Is Mercer Global Advisors Inc. a fiduciary?
Short answer: Mercer Global Advisors Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 5 staff are broker-dealer representatives and the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
27 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.