Mercer Global Advisors Inc. /adv
Mercer Global Advisors Inc. is a large, independent, SEC-registered investment adviser (RIA) headquartered in Denver, Colorado. Founded in 1985 by Kendrick Mercer, it began as a law practice focused on estate planning before expanding into comprehensive wealth management. The firm has grown into one of the largest RIAs in the U.S. with over 100 offices nationwide, serving primarily high-net-worth families and individuals seeking integrated financial, tax, and estate solutions. Mercer Advisors employs a unified in-house team of advisors, planners, accountants, and strategists to deliver family-office style service and has garnered prestigious industry recognition, including being named #1 RIA by Barron's in 2025. The firm employs more than 1,000 professionals dedicated to holistic, fiduciary financial advice.
Investment Strategy
Mercer Global Advisors Inc. employs a holistic, client-first investment philosophy grounded in fiduciary responsibility. Their approach emphasizes comprehensive financial planning integrated with personalized investment management, tax optimization, and estate planning. The firm designs institutional-grade, diversified portfolios tailored to individual client goals, utilizing equities, bonds, ETFs, and alternative investments. Mercer Advisors focuses on long-term growth, risk mitigation, and tax-efficient wealth transfer, leveraging a dedicated in-house investment committee and over 100 investment professionals. Their disciplined, evidence-based strategy seeks to align clients' financial plans with their life objectives while minimizing conflicts of interest through strict independence.
Top Holdings
Equity Positions (2,185)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 5.71% | $2.81B | 28,284,420 | $100.22 | $99.20 | +$218.1M |
B BSV | VANGUARD BD INDEX FDS | 5.46% | $2.68B | 34,076,932 | $78.00 | $78.70 | +$205.6M |
V VOO | VANGUARD INDEX FDS | 5.36% | $2.63B | 4,636,511 | $432.20 | $568.03 | +$432.1M |
D DFAC | DIMENSIONAL ETF TRUST | 4.13% | $2.03B | 56,562,304 | $28.84 | $35.84 | +$253.1M |
M MTUM | ISHARES TR | 3.71% | $1.82B | 7,583,456 | $153.30 | $240.32 | +$322.1M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | New | Call | $1.05B | 51,686 | $205.17 | $205.17 | +51,686.21 | +$1.05B |
N NVDA | NVIDIA CORPORATION | New | Put | $842.7M | 56,731 | $157.99 | $157.99 | +56,730.99 | +$842.7M |
V VTI | VANGUARD INDEX FDS | New | Put | $560.7M | 18,454 | $303.93 | $303.93 | +18,454.06 | +$560.7M |
M META | META PLATFORMS INC | New | Put | $288.9M | 3,938 | $738.09 | $738.09 | +3,938.42 | +$288.9M |
S SPY | SPDR S&P 500 ETF TR | New | Call | $274.5M | 4,459 | $617.85 | $617.85 | +4,459.42 | +$274.5M |