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Mercer Advisors

TL;DR

National RIA with a Reno office and the only firm checked whose ADV 2A names Delaware Statutory Trusts and Section 721 UPREIT exchanges. Nevada offices: 5470 Kietzke Lane, Suite 300, Reno, NV 89511.

Reno, NV
Registered 2008 (parent)
1,429 employees (national parent)
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$84.4 billion
Regulatory AUM
As of ADV filing 2026-09-17 (national parent)
116,310
Accounts / Clients
36,172 clients
1
Disclosures
Item 11 events (firm-wide)
SEC
Registration
SEC-registered
1,429
Team Size
employees, 632 advisory (national parent)
18 yrs
Years Registered
First registered 2008 (parent)
About Mercer Advisors

National RIA with a Reno office and the only firm checked whose ADV 2A names Delaware Statutory Trusts and Section 721 UPREIT exchanges.

Office: 5470 Kietzke Lane, Suite 300, Reno, NV 89511.

Best for: retirees who may hold real estate and want an advisor whose brochure covers DSTs

Fee model and designations stated on the guide
Advisory feesNo commissions per ADV 2ACFP namedCFA named
Form ADV data
CRD147363 (Mercer Global Advisors Inc., national)
RegistrationSEC-registered
First registration2008
Regulatory AUM$84.4 billion
ADV filing date2026-09-17
Accounts116,310
Clients36,172 clients
Employees1,429
Advisory employees632
Fee modelAdvisory fees; ADV 2A says no commissions on advisory annuities, with insurance-licensed staff
MinimumNot disclosed
Disclosure events (Item 11)1 (firm-wide)
DesignationsCFP and CFA named on firm site

The Form ADV figures above are for the national parent, Mercer Global Advisors Inc., not the Nevada office alone.

Source: SEC Investment Adviser Public Disclosure, CRD 147363, as of ADV filing 2026-09-17, pulled October 10, 2026.

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