Mercer Global Advisors Inc.

Mercer Global Advisors Inc. (CRD# 147363) is a financial advisory firm headquartered in Denver, CO. They manage $35,141,673,366 in 76,213 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    35,142
    MILLION
  • Total Number of Accounts
    76,213
    ACCOUNTS
  • Average Account Value
    $461,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
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, WY

Financial Advisors at Mercer Global Advisors Inc.
Showing 1 - 10 of 367 top financial advisors.
1
Brian A. Abatemarco
CRD#: 5954281
8180 Greensboro Drive, Suite 1010, Mclean, VA 22102

Brian Abatemarco (CRD# 5954281) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Mclean, VA and has over 6 years of experience in the finance industry.

2
Dale L. Acton
CRD#: 4785817
1200 17th Street, Suite 500, Denver, CO 80202

Dale Acton (CRD# 4785817) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 19 years of experience in the finance industry.

3
Ian M. Aguilar
CRD#: 5929375
10245 Centurion Pkwy N, Suite 106, Jacksonville, FL 32256

Ian Aguilar (CRD# 5929375) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Jacksonville, FL and has over 11 years of experience in the finance industry.

4
David B. Allen
CRD#: 6227315
1200 17th Street, Suite 500, Denver, CO 80202

David Allen (CRD# 6227315) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 10 years of experience in the finance industry.

5
Eric A. Anderson
CRD#: 4686097
Gloucester, MA

Eric Anderson (CRD# 4686097) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Gloucester, MA and has over 20 years of experience in the finance industry.

6
Anna M. Apodaca
CRD#: 5420891
1200 17th Street, Suite 500, Denver, CO 80202

Anna Apodaca (CRD# 5420891) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Denver, CO and has over 16 years of experience in the finance industry.

7
Brendan Archibald
CRD#: 6443133
33011 Outrigger Court, San Juan Capistrano, CA 92675

Brendan Archibald (CRD# 6443133) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in San Juan Capistrano, CA and has over 7 years of experience in the finance industry.

8
Rafael A. Arellano
CRD#: 6150514
Wayne, NJ

Rafael Arellano (CRD# 6150514) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Wayne, NJ and has 1 year of experience in the finance industry.

9
Roberto Arenivas
CRD#: 6794035
5555 San Felipe Street, Suite 200, Houston, TX 77056

Roberto Arenivas (CRD# 6794035) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Houston, TX and has 1 year of experience in the finance industry.

10
Michelle L. Ash
CRD#: 4561598
10245 Centurion Pkwy N, Suite 106, Jacksonville, FL 32256

As a planner, Michelle believes in a holistic approach to helping clients plan and live their dreams. She feels that the better she can help a client to mesh their life dreams with their finances, the more successful, and fulfilling, their retirement journey will be. Critical to a client's success is the integration of planning to address some of retirees' greatest worries: how to plan for health care and its expenses, long term care issues, events that may occur in retirement. This approach is what she brings to The Retirement Continuum™ courses to help attendees maximize retirement success.

In private practice, Ms. Ash specializes in retirement planning, comprehensive wealth management, planning 
issues such as pension valuations and tax issues. When not working with clients, Ms. Ash has conducted 
educational courses on retirement planning through the University of North Florida’s LearnJax program since 2007. She has also served as an Adjunct Professor with Florida State College at Jacksonville, teaching courses on various financial matters, and co-hosted the radio show "Financial Feud. She is a CERTIFIED FINANCIAL PLANNER™ professional, and also holds two advanced designations available only to advisors who have already hold the CFP®
certification - the CASL® designation - Chartered Advisor for Senior Living (CASL®) and the Retirement Income Chartered Professional (RICP) designation from from The American College.  

Michelle is a 1995 graduate from the University of Louisville in Kentucky,receiving Magna Cum Laude accolades. She began her career in financial planning in 1998. She is also a member of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA), an exclusive membership of fee-only financial planners. In her free time, Michelle enjoys time with her husband, their two children, and her cat, “Dilly”. She is a fitness fanatic who enjoys many fitness activities, including spinning, yoga, and running, and other hobbies of nutrition, clean-cuisine cooking, and traveling.

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