Refer your friends and family
For nearly 40 years, Mercer Advisors has been helping families like yours amplify and simplify their financial lives.
If you know someone who could benefit from our services as the nation’s #1 independent advisory firm, we would be honored to support them — just as we’ve had the privilege of supporting you.
Please complete this form and a member of our team will notify your advisor and reach out to your referral to schedule an appointment.
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. Please see important information about the ranking criteria methodology here.