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MERCER GLOBAL ADVISORS INC.
CRD 147363File 801-69271
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$84.40B
Top 10% of cohort (national)
Discretionary AUM
$82.92B
Non-discretionary $1.48B
Clients
36,172
116,310 accounts
Employees
1,429
Top 10% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 30, 2008
- Principal office
- 1200 17TH STREET, SUITE 2000, DENVER, CO, 80202
- Phone
- (888) 885-8101
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $84.40B
- Discretionary AUM
- $82.92B
- Non-discretionary AUM
- $1.48B
- Discretionary accounts
- 115,337
- Non-discretionary accounts
- 973
- Total accounts
- 116,310
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 244 | $1.35B |
| Charitable organizations | 166 | $2.00B |
| High net worth individuals | 18,398 | $70.51B |
| Pension and profit sharing plans | 718 | $3.45B |
| Individuals (other than high net worth individuals) | 16,646 | $7.08B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.