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| Happy Holidays!! thanks for using AUM13F!! |
| Mercer Global Advisors Inc
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|---|---|
| CRD # | 147363 |
| SEC # | 801-69271 |
| CIK # | 0000853758 |
| AUM | $60.3 B (2025-07-17) |
| Employees | 1,166 (64% Investors, 1% Brokers) |
| Phone | 888-885-8101 |
| Address | 1200 17th Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 1.1 | ||
| Nvidia Corp | 0.8 | ||
| Microsoft Corp | 0.7 | ||
| Amazon Com Inc | 0.3 | ||
| Facebook Inc | 0.3 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17,010 | 7.8 |
| (b) Individuals (high net worth individuals) | 13,336 | 48.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 674 | 1.7 |
| (h) Charitable organizations | 111 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 202 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 99,044 | 60.3 |
| By Discretionary | ||
| Discretionary | 93,177 | 57.7 |
| Non-Discretionary | 5,867 | 2.5 |
| Total | 99,044 | 60.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 60.2 | |
| Total | 99,044 | 60.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000853758] |
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|---|---|---|
|
Truist Advisory Services Inc
✚
|
GA | 67.7 |
|
Fiducient Advisors LLC
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IL | 67.6 |
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Goldman Sachs Asset Management Co Ltd
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67.6 | |
|
Rathbones Investment Management Limited
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67.0 | |
|
Invesco Asset Management Japan Limited
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61.5 | |
|
Betterment LLC
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NY | 56.4 |
|
World Investment Advisors LLC
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CA | 56.3 |
|
Citigroup Global Markets Inc
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|
NY | 46.9 |
|
Avantax Advisory Services Inc
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|
TX | 46.1 |
|
Mawer Investment Management Ltd
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45.9 |