← Directory
MERCER GLOBAL ADVISORS INC.
CRD 147363File 801-69271
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 17, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Employees | 1,166 | 1,429 | increased by263 |
| Apr 1, 2026 | Clients | 31,333 | 36,172 | increased by4,839 |
| Apr 1, 2026 | AUM | $60,256,270,580 | $84,396,892,590 | increased by$24,140,622,010 |
| Apr 1, 2026 | Accounts | 99,044 | 116,310 | increased by17,266 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 625 | 1,166 | increased by541 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20,297 | 31,333 | increased by11,036 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $34,011,524,251 | $60,256,270,580 | increased by$26,244,746,329 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 61,972 | 99,044 | increased by37,072 |
| Apr 1, 2022 | Employees | 453 | 625 | increased by172 |
| Apr 1, 2022 | Clients | 11,765 | 20,297 | increased by8,532 |
| Apr 1, 2022 | AUM | $19,869,910,368 | $34,011,524,251 | increased by$14,141,613,883 |
| Apr 1, 2022 | Accounts | 38,429 | 61,972 | increased by23,543 |
| Nov 1, 2021 | Employees | 454 | 453 | decreased by1 |
| Oct 1, 2021 | Employees | 457 | 454 | decreased by3 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MERCER GLOBAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERCER GLOBAL” may also match similarly-named firms). Confirm identity against each filing.
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.