Mercer Advisors Named To Elite Advisor List

 has named Mercer Advisors to their elite group of Top 300 Registered Investment Advisors once again!

The list singles out Registered Investment Advisors with more than $300 million of client assets under management based on their expertise, credentials and client service.

Clients need in-depth and tailored advice more than ever, says the Financial Times, as a result of the global pandemic, the most severe hit to the global economy since the Great Depression.

You can check out the entire list here.  Mercer Advisors, headquartered in Denver, Colorado, serves clients at over 50 branch locations across the country, including our own Boca Raton, Florida branch.

Congratulations to all our colleagues at Mercer Advisors for this well-deserved honor!

 

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.
2020 Financial Times Top Registered Investment Advisors, The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300. To select the FT 300, we started by reaching out to the largest independent RIAs across the U.S. that have a minimum of $300 million in assets. To make sure the list was relevant to affluent individuals reading the FT, we required that no more than 75% of a practice’s assets be institutional. Qualified RIAs then filled out an online application, and were scored on several factors, including AUM, AUM growth rate and compliance record. Selection is independent and objective, and no money is exchanged as part of the process.

About Mari Adam

Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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