
National fee-only wealth manager serving families through unified in-house specialists.
merceradvisors.comCrawled Oct 15, 2026
The company's advisors work with business retirement plans.
The company offers family financial planning strategies for changing needs and help preserving, protecting, and growing family assets.
Mercer Advisors offers industry-specific wealth management strategies and customized planning for clients' careers and beyond.
Mercer Advisors is a national registered investment advisor that works with individuals, families, and businesses.
The page lists client access links and a Fort Collins office at 224 Canyon Ave., Suite 110, Fort Collins, Colorado 80521, with phone number 970.204.1376.
The page offers information about Harrison Vogel, a financial planner at Mercer Advisors, and contact details.
The company brings together in-house specialists to address clients' needs and coordinate their finances.
The company brings together wealth advisors and specialists to address clients' financial needs.
The company offers help with financial, tax, and estate issues regardless of location.
Mercer Advisors was ranked the #1 RIA firm by Barron's in 2026, 2025, and 2024.
Mercer Advisors has been named the 2026 Top RIA in the nation for the third consecutive year by Barron’s Top 100 RIAs ranking for best wealth management.
Mercer Global Advisors acquired Thompson Advisory Services, a Portland-based Registered Investment Adviser overseeing approximately $260 million in client assets. The deal adds a multigenerational, planning-first wealth management team to Mercer Advisors’ national platform and expands its presence in the Portland market.
Dec 2025 · Pulse 2.0News article
Mercer Global Advisors Inc., a registered investment adviser, announces its acquisition of Benchmark Wealth Management LLC, expanding Mercer Advisors’ presence in the Northeast.
Sep 2024 · planadviser.comNews article
Mercer Global Advisors, Inc., a Denver-based registered investment adviser, announces its purchase of Steward Wealth Management, LLC. Steward is a comprehensive wealth management firm in Colleyville, Texas, that serves about 340 clients with $680 million in assets under management.
Aug 2023 · fa-mag.comNews article
Mercer acquires Atlanta-based ACG Wealth, a Georgia registered investment adviser with $1.3 billion in assets. ACG Wealth was founded in 2002.
Nov 2021 · InvestmentNewsNews article