Recognition across nine states reflects firm’s commitment to empowering women as both clients and fiduciary professionals
DENVER–(BUSINESS WIRE)–Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today celebrates the achievement of 18 outstanding wealth advisors named to the 2026 Forbes’ Best-in-State Women Wealth Advisors list—marking the firm’s strongest representation to date.
This year’s Best-in-State Women Wealth Advisors list spotlights 2,852 top advisors across the country who were rigorously researched and interviewed to evaluate adherence to best practices and then assigned a ranking within their respective states. Mercer Advisors’ women advisors ranked in nine states, reflecting a powerful combination of national scale and boutique, relationship-driven client service in local markets.
Mercer Advisors’ commitment to women extends beyond client work to fostering one of the strongest pipelines of women professionals in the RIA industry. “I’m proud of our extensive team of women fiduciary professionals who deliver exceptional service to their clients,” said Elizabeth Hioe, Chief People Officer at Mercer Advisors. “We are committed to supporting the careers of women. Our InvestHERs program, launched in 2018, is stronger than ever today—delivering career development and training, mentorship, community-building events and expanded resources created by women, for women.”
As women continue to shape the future of wealth in the U.S., Mercer Advisors stands out as a leader in serving them. Nearly 50% of its client-facing team and 35% of its executive leadership team are women.
This recognition reflects Mercer Advisors’ longstanding commitment to elevating women in wealth management, both as clients and as professionals. “I’m delighted that these 18 women from Mercer Advisors were recognized by Forbes for their commitment to client service and excellence,” said Dave Welling, CEO of Mercer Advisors. “Creating the right context for women to experience Economic Freedom™ and enabling women fiduciary professionals to do the best work of their careers has always been a priority for our firm.”
Our advisors help clients amplify and simplify their financial lives with comprehensive fiduciary guidance delivered through a family office. The leadership of these 18 advisors reflects Mercer Advisors’ continued commitment to empowering women through integrated, comprehensive financial guidance.
About Mercer Advisors
For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has over 1,500 employees, and operates nationally through more than 110 locations. Mercer Advisors has $96 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com.
Important Information
Company statistics as of December 31, 2025. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.
“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.
Forbes Methodology
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Contacts
Media Contacts:
StreetCred PR
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William Ruben
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847-208-8289
Kaitie Cothron
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812-369-0571
