By: Kym Whitney

Since its founding in 1985 by Kendrick Mercer, Mercer Advisors has been a leader in comprehensive financial planning, providing professional guidance to individuals and families nationwide. Mercer, a tax and estate attorney, saw a critical need for unbiased financial guidance. With many individuals lacking access to comprehensive financial planning, especially in tax and estate matters, Mercer was inspired to create a firm dedicated to offering solutions that would help meet the diverse needs of families. With a history rooted in Southern California, the firm’s mission has always been clear: to offer unbiased, customized advice that integrates financial planning, investment management, tax, estate, insurance and more. Over the past 40 years, Mercer Advisors has grown from its Southern California roots to more than 110 offices across the country, serving nearly 33,000 families.

A Family Office for Your Family

What Mercer Advisors offers is distinct: the scale and resources of a major institution combined with the dedicated fiduciary advice of a hand-picked advisor. Many people’s financial lives are fragmented, with accounts scattered across various institutions, and advice coming from different, often uncoordinated, sources. Mercer Advisors bridges this gap, offering a unified approach that simplifies the complex landscape of personal finance. Mercer Advisors ensures that each client is paired with a dedicated, hand-picked advisor focused on delivering personalized services. Clients benefit from working with specialists who are specifically chosen for their financial needs, fostering a deeper and more individualized relationship.

Additionally, Mercer Advisors offers access to an institutional-grade investment portfolio. With nearly $70 billion in client assets, their clients can benefit from the buying power and insights of some of the nation’s largest university endowments. This personalized approach is built on the resources and expertise of a team of over 100 investment professionals who design tailored portfolios for clients.

Mercer Advisors is also an independent national fiduciary, meaning they are legally obligated to act in the best interest of their clients, helping to provide them with confidence that their financial well-being is the firm’s top priority.

At the heart of Mercer Advisors philosophy is the concept of Economic Freedom™. This principle was originally articulated by founder Mercer and reflects the firm's commitment to ensuring that their clients live free from financial worries. Economic Freedom™ is about helping individuals make informed, disciplined financial decisions that allow them to live without stress about their finances.

Honors and Achievements

Mercer Advisors has garnered significant recognition within the financial industry. In 2024, the firm was ranked by Barron’s as the #1 RIA (Registered Investment Advisor) firm in the nation among firms with up to $70 billion in assets. This recognition highlights the firm’s approach and the strong resonance it has with clients and the broader financial community.

Serving the Community and Making an Impact

Mercer Advisors not only offers personal financial advice but is also actively involved in supporting local communities. One of the firm’s most recent efforts was assisting families impacted by the devastating Los Angeles wildfires. Through their comprehensive services, Mercer Advisors helped these families recalibrate their financial plans, navigate housing and vehicle expenses, and bridge the gap between bill due dates and insurance payouts. The firm’s commitment to helping clients through life’s unpredictable challenges remains at the core of its service model.

“We are committed to supporting people through these challenging times. While we hope we never see such fires again, we understand that life is unpredictable, and we are always ready to help people develop strategies for the unexpected,” remarks managing director David Askew.

Mercer Advisors remains deeply committed to the Newport Beach community and is focused on expanding its presence here. Whether serving longtime residents or newcomers, the firm is dedicated to helping families discover their own definition of Economic Freedom™, so that they never have to worry about money. With their specialized team ready to provide advice, support and strategic planning, Mercer Advisors is a trusted partner that helps clients build, preserve and enjoy wealth with confidence.

As the firm continues its mission to support families across the country, their focus remains on helping clients amplify and simplify their financial lives. With their personalized advice and institutional-grade resources, we believe Mercer Advisors is the ideal partner for those looking to reach their financial goals.

Get In Touch

800-394-3894 | www.MercerAdvisors.com | 620 Newport Center Dr., Suite 1030, Newport Beach

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services.

Company statistics as of December 31, 2024, Client assets refer to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology at: 2024 Top 100 RIA Firms

Please note: Neither rankings and/or recognitions should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services.