Skip to content
Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
ria

Mercer Global Advisors

DENVER, CO
CRD: 147363
In network coverage since August 26, 2026 · 6 stories
$84.4BRegulatory AUMSEC Form ADV · Oct 24
1,429EmployeesForm ADV
3Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Aug 29 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
William Hinson
Sep 11 · from Northern Trust
Departures
None tracked.
Deal recordFull tracker →
Oct 19, 26Fund launch — coverage
Oct 19, 26Fund launch — coverage
Oct 19, 26Fund launchOrion — coverage
Network coverage
The Close

Mercer completes Aspen direct indexing rollout across more than 43,000 accounts

The platform is Mercer's own and runs on technology built with Orion, designed to run at Schwab, Fidelity and Raymond James; no fee levels were disclosed.
Succession & selling a firm · Aug 26Scale commands record prices as RIA deal count falls
Private Wealth DailyThe morning edition

The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.

Free. Every morning. Unsubscribe from any edition in one click.