Mercer Advisors

Mercer Advisors, based in Woodland Hills, CA, is recognized as a leading registered investment advisory firm, dedicated to simplifying and enhancing the financial lives of families. With a unified in-house team of over 360 professionals, including planners, investors, accountants, and estate specialists, they provide personalized financial planning, investment management, and a range of other services tailored to each client's unique needs.

Operating as a boutique fiduciary with national strength, Mercer Advisors focuses exclusively on serving their clients' best interests, offering institutional-grade portfolios managed by a dedicated team of 100 investment experts. Their commitment to building deep, long-lasting relationships has made them a trusted partner for families seeking comprehensive wealth management solutions for nearly 40 years.

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