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| Keyboard |
| Mercury Advisory LLC
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|---|---|
| CRD # | 308960 |
| SEC # | 801-118869 |
| CIK # | |
| AUM | 17.94 B (2026-05-01) |
| Employees | 7 (57% Investors, 29% Brokers) |
| Phone | 415-878-1068 |
| Address | 333 Bush Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 955 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 9,532 | 17.9 |
| (n) Other | 0 | 0.0 |
| Total | 10,487 | 17.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 10,487 | 17.9 |
| Total | 10,487 | 17.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.9 | |
| Total | 10,487 | 17.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Burgundy Asset Management Ltd
✚
|
19.09 B | |
|
Letko Brosseau & Associates Inc
✚
|
18.83 B | |
|
Comprehensive Financial Management LLC
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CA | 18.52 B |
|
Spectrum Asset Management Inc
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CT | 18.30 B |
|
We Family Offices LLC
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FL | 17.75 B |
|
F/m Investments LLC
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|
DC | 17.74 B |
|
Merganser Capital Management LLC
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|
MA | 17.66 B |
|
Envestnet Portfolio Solutions Inc
✚
|
PA | 17.35 B |
|
Capital Wealth Planning LLC
✚
|
FL | 17.25 B |
|
Degroof Petercam Asset Management
✚
|
16.87 B |