firm profile
Mercer Global Advisors Inc.
Overview
Mercer Global Advisors Inc. is an SEC registered investment adviser based in Denver, CO, registered since 2008. It reports $84.4B in assets under management across 116,310 accounts, with 1,429 employees. It has 732 investment adviser representatives.
- Reported AUM
- $84.4B
- Discretionary
- 98%
- Accounts
- 116,310
- Average account
- $726K
- Employees
- 1,429
- Advisory reps
- 732
- Registered since
- 2008
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets
Executive officers 3 of 9
- Charles David Welling Chief Executive Officer CRD 2961999
- Daniel Alexander Gourvitch President CRD 4979126
- Christine Adele Cataldo Chief Technology Officer CRD 3042889
6 more executive officers, with direct contact details
Advisory reps 3 of 732
- Jennifer Leigh Adams Insurance Agent · Investment Adviser Rep CRD 4130488
- Murphy Adriano-Rhodes Investment Adviser Rep CRD 7973918
- Alejandro H Aguilar Insurance Agent · Investment Adviser Rep CRD 2503594
729 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1200 17th St Ste 2000
Denver, CO 80202 - County
- Denver
- Metro area
- Denver-Aurora-Lakewood, CO
- Region
- West
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: merceradvisors.com
Every state, with registration dates
Similar firms near Denver
- Janus Henderson InvestorsDenver, CO$38B AUM
- Ptma Investment AdvisorsDenver, CO$104B AUM
- Transamerica Asset Management, Inc.Denver, CO$65.9B AUM
- Alps Advisors, Inc.Denver, CO$38.8B AUM
- KSL Capital PartnersDenver, CO$25.6B AUM
request a demo
See what we have on Mercer Global Advisors Inc.
We'll walk you through the full profile and how to find more firms like this one.