Mercer Investments LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 31, 2026, reports $226.0B in regulatory assets under management, 714 employees, 25 offices, and 1,417 accounts.
Top client segmentCharitable represent 73.5% of total clients.
Top client categories% of clientsClients
1
Charitable
73.5%
1,034
2
Pension Plans
22.2%
312
3
Pooled Investment Vehicles
2.5%
35
4
VEBA
1.4%
20
5
Investment Cos.
0.4%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226.0Bas of March 31, 2026
Discretionary97.5%
$220.3B
97% of total RAUM97.5%
Non-discretionary2.5%
$5.8B
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$226.0B
Total Accounts1,417
10Y AUM Change+$175.7B (+349.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees714
Clients per Employee2:1
10Y Employee Change+538 (+305.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.