Mercer Global Advisors Inc.

Mercer Global Advisors Inc. (CRD# 147363) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $6,073,628,633 in 18,595 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,074
    MILLION
  • Total Number of Accounts
    18,595
    ACCOUNTS
  • Average Account Value
    $326,627
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
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 110 top financial advisors.
1
Johnathan M. Aelmore
CRD#: 5169515
2245 Texas Drive, Suite 260, Sugar Land, TX 77479
96
Wealthminder
score

Johnathan Aelmore (CRD# 5169515) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Sugar Land, TX and has over 9 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.

2
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 16 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.

3
Ryan W. Bergmann
CRD#: 5288889
11710 Plaza American Drive, Suite 2000, Reston, VA 20190
96
Wealthminder
score

Ryan Bergmann (CRD# 5288889) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Reston, VA and has over 9 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.

4
Charles A. Breuch
CRD#: 2730710
2595 Canyon Blvd, Suite 220, 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 21 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.

5
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 7 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.

6
Donald A. Calcagni
CRD#: 4203231
300 Conshohocken State Road, Suite 370, West Conshohocken, PA 19428
96
Wealthminder
score

Donald Calcagni (CRD# 4203231) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in West Conshohocken, PA and has over 16 years of experience in the finance industry. Donald Calcagni 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
Jessica A. Caruso
CRD#: 5453902
115 Sansome Street, # 1102, San Francisco, CA 94104
96
Wealthminder
score

Jessica Caruso (CRD# 5453902) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in San Francisco, CA and has over 8 years of experience in the finance industry. Jessica Caruso 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
Matthew A. Cook
CRD#: 4617541
1801 E. Cabrillo Blvd., Santa Barbara, CA 93108
96
Wealthminder
score

Matthew Cook (CRD# 4617541) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Santa Barbara, CA and has over 13 years of experience in the finance industry. Matthew Cook 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
Joshua M. Deforest
CRD#: 5836555
10655 Northeast 4th Street, Suite 810, Bellevue, WA 98004
96
Wealthminder
score

Joshua Deforest (CRD# 5836555) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Bellevue, WA and has over 6 years of experience in the finance industry. Joshua Deforest 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
David B. Devita
CRD#: 4806063
150 North Radnor-chester Road, Suite 101, Radnor, PA 19087
96
Wealthminder
score

David Devita (CRD# 4806063) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Radnor, PA and has over 11 years of experience in the finance industry. David Devita 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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