← Tributary

MERCER GLOBAL ADVISORS INC.

DENVER, CO · CRD 147363 · IAPD ↗ · confluencefa.com · (888) 885-8101

$84.40BRegulatory AUM
632Advisory reps
1429Employees
87Clients
More than 500Planning clients
0Private funds
53States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — MERCER GLOBAL ADVISORS INC. added office(s): 257 -> 268 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
August 2026 — MERCER GLOBAL ADVISORS INC.'s Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2026 — MERCER GLOBAL ADVISORS INC. shrank from 741 to 632 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — MERCER GLOBAL ADVISORS INC. added office(s): 107 -> 257 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — MERCER GLOBAL ADVISORS INC. reported RAUM up 40% ($60.26B -> $84.40B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — MERCER GLOBAL ADVISORS INC. added office(s): 83 -> 107 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — MERCER GLOBAL ADVISORS INC. reported RAUM up 33% ($45.35B -> $60.26B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
84
April 2025 — MERCER GLOBAL ADVISORS INC. grew from 727 to 741 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — MERCER GLOBAL ADVISORS INC. added office(s): 80 -> 83 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2024 — MERCER GLOBAL ADVISORS INC. reported RAUM up 29% ($35.14B -> $45.35B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — MERCER GLOBAL ADVISORS INC. grew from 400 to 727 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.