Investment adviser · CRD 147363
MERCER GLOBAL ADVISORS INC.
Investment adviser filing (IA)
DENVER, CO, United States · Form ADV filed Sep 17, 2026
- Regulatory AUM
- $84.4B Form ADV · Item 5.F
- Client accounts
- 116,310 Accounts, not individual clients
- Employees
- 1,429 Reported in this filing
- Advisory professionals
- 632 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 18,398 | $70,513,655,736 | 83.6% |
| Individuals | 16,646 | $7,082,833,358 | 8.4% |
| Retirement plans | 718 | $3,451,428,018 | 4.1% |
| Charities | 166 | $1,998,280,571 | 2.4% |
| Corporations & businesses | 244 | $1,350,694,907 | 1.6% |
Filing source
Form ADV 2124525 · Sep 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1200 17TH STREET, SUITE 2000DENVER, CO, 80202, United States
CRD 147363
Filing source
Form ADV 2124525 · Sep 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.