Mercer Global Advisors Inc.

Mercer Global Advisors Inc. (CRD# 147363) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $10,057,970,248 in 23,813 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    10,058
    MILLION
  • Total Number of Accounts
    23,813
    ACCOUNTS
  • Average Account Value
    $422,373
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Mercer Global Advisors Inc.
Showing 1 - 10 of 168 top financial advisors.
1
Jason T. Eagle
CRD#: 5650869
1100 Abernathy Road, Suite 500, Atlanta, GA 30328
101
Wealthminder
score

Jason Eagle (CRD# 5650869) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Atlanta, GA and has over 9 years of experience in the finance industry. Jason Eagle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Johnathan M. Aelmore
CRD#: 5169515
5555 San Felipe Street, Suite 200, Houston, TX 77056
96
Wealthminder
score

Johnathan Aelmore (CRD# 5169515) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Houston, TX and has over 10 years of experience in the finance industry. Johnathan Aelmore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Eric A. Anderson
CRD#: 4686097
Brick Walk, 1261 Post Road, Suite 102, Fairfield, CT 06824
96
Wealthminder
score

Eric Anderson (CRD# 4686097) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Fairfield, CT and has over 14 years of experience in the finance industry. Eric Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jennifer J. Baick
CRD#: 3225465
10655 Ne 4th Street, Suite 810, Bellevue, WA 98004
96
Wealthminder
score

Jennifer Baick (CRD# 3225465) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Bellevue, WA and has over 19 years of experience in the finance industry. Jennifer Baick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Brooke A. Bees
CRD#: 3273013
150 North Radnor-chester Rd, Suite C-100, Radnor, PA 19087
96
Wealthminder
score

Brooke Bees (CRD# 3273013) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Radnor, PA and has over 18 years of experience in the finance industry. Brooke Bees has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Ryan W. Bergmann
CRD#: 5288889
8614 Westwood Center Drive, Suite 750, Vienna, VA 22182
96
Wealthminder
score

Ryan Bergmann (CRD# 5288889) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Vienna, VA and has over 11 years of experience in the finance industry. Ryan Bergmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Richard T. Boyer
CRD#: 2291798
90 New Montgomery Street, Suite 1250, San Francisco, CA 94105
96
Wealthminder
score

Richard Boyer (CRD# 2291798) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in San Francisco, CA and has over 25 years of experience in the finance industry. Richard Boyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Charles A. Breuch
CRD#: 2730710
2595 Canyon Blvd, Suite 320, Boulder, CO 80302
96
Wealthminder
score

Charles Breuch (CRD# 2730710) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Boulder, CO and has over 22 years of experience in the finance industry. Charles Breuch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Eleanor A. Burton
CRD#: 5618362
3960 Old Milton Parkway, Suite 100, Alpharetta, GA 30005
96
Wealthminder
score

Eleanor Burton (CRD# 5618362) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Alpharetta, GA and has over 9 years of experience in the finance industry. Eleanor Burton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Yisen Cai
CRD#: 6057189
660 Newport Center Drive, Suite 1250, Newport Beach, CA 92660
96
Wealthminder
score

Yisen Cai (CRD# 6057189) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Newport Beach, CA and has over 5 years of experience in the finance industry. Yisen Cai has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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