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MERCER INVESTMENTS LLC

BOSTON, MA · CRD 133449 · IAPD ↗ · 617-747-9500

$226.04BRegulatory AUM
662Advisory reps
714Employees
991Clients
n/aPlanning clients
40Private funds
53States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MERCER INVESTMENTS LLC shrank from 710 to 662 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
71
April 2025 — MERCER INVESTMENTS LLC reported RAUM up 56% ($129.79B -> $202.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — MERCER INVESTMENTS LLC grew from 611 to 710 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
April 2024 — MERCER INVESTMENTS LLC grew from 603 to 611 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.