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Firm profile

Mercer Global Advisors Inc..

DENVER, COCRD 147363Latest ADV May 20, 2026

Mercer Global Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated April 28, 2026, reports $84.4B in regulatory assets under management, 1,429 employees, 257 offices, and 116,310 accounts.

Assets Under Management
$84.4B
Employees
1,429
Offices
257 offices
Total Clients
36,172
Primary office
DENVER, CO
1200 17TH STREET, SUITE 2000, DENVER, CO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOCharles D. Welling
CCOKimberly L. Lorenz
CFOGun H. Keresteci

Advisory services offered

8 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 50.9% of total clients.
Top client categories% of clientsClients
1
HNWI
50.9%
18,398
2
Individuals
46.0%
16,646
3
Pension Plans
2.0%
718
4
Corporations
0.7%
244
5
Charitable
0.5%
166

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$84.4Bas of May 20, 2026
Discretionary98.2%
$82.9B
98% of total RAUM98.2%
Non-discretionary1.8%
$1.5B
2% of total RAUM1.8%
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.

Total AUM$84.4B
Total Accounts116,310
10Y AUM Change+$77.2B (+1080.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1,429
Clients per Employee25:1
10Y Employee Change+1,307 (+1071.3%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.