SourcingSourcing

MERCER GLOBAL ADVISORS INC.

C27
CRD 147363·SEC 801-69271·DENVER, CO
AUM
$84.40B
$1B+
Est. Revenue
$844.0M
@ 1% on AUM
Est. EBITDA
$253.2M
@ 30% margin
Est. Deal Value
$2.03B
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MERCER GLOBAL ADVISORS INC.
CRD
147363
SEC file #
801-69271
EIN
460454087
DBA names
—

Economics

AUM
$84.40B
AUM band
$1B+
AUM trajectory
'20'26
$10.69B → $84.40B▲ +690%
Client mix
Individuals High Net Worth18,398
Individuals Other16,646
Pension Profit Sharing Plans718
Corporations244
Charitable Organizations166

Operations

Employees (total)
1,429
Advisory staff (per ADV)
632
Advisory staff (5-yr trend)
'20'26
223 advisors → 632 advisors▲ +183%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MERCER ADVISORS INTERMEDIATE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
MERCER ADVISORS INTERMEDIATE
CALCAGNI, DONALD, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KINGFISHERCAPITAL.COM
Rdap Domain Creation Date
2000-12-01T17:57:29Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
27
Form 5500 Total Compensation
1,185,435
Form 5500 Compensation Trajectory 3y
20251,099,879
202685,556
Form 5500 Plan Count Trajectory 3y
202526
20261
Schedule C Total Compensation
1,185,435
Schedule C Service Provider Rows
27

SEC EDGAR

Edgar Cik
0001384042
Edgar Registered
Yes
Edgar Filing Count
77
Edgar First Filing Date
2008-02-12
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
74
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001062993-26-002606

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103
Business
401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103
Edgar EIN
460454087
Edgar Recent Filings
13F-HR2026-05-14 · 0001062993-26-002606
13F-HR2026-02-11 · 0001062993-26-000798
Fee Schedule
Bracket Ix65
Bracket I20
Bracket Xi5
Bracket X3
Bracket Iv2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-20T04:59:59Z
Rdap Domain Last Changed
2026-05-15T08:51:15Z
Rdap Nameservers
Ns-1083.awsdns-07.orgNs-1560.awsdns-03.co.ukNs-356.awsdns-44.comNs-676.awsdns-20.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (59)

59
CALCAGNI, DONALD, ANDREW
Executive Officer · 2.5%
4203231
CATALDO, CHRISTINE, ADELE
Executive Officer · 2.5%
3042889
Encino, Mathew, Ryan
Executive Officer · 2.5%
7530163
FOODIM, GARY, IAN
Executive Officer · 2.5%
7531000
GOURVITCH, DANIEL, ALEXANDER
Executive Officer · 2.5%
4979126
Hioe, Elizabeth, Schwartz
Executive Officer · 2.5%
8044184
KERESTECI, GUN, HASAN
Executive Officer · 2.5%
5800434
LORENZ, KIMBERLY, LYNN
Executive Officer · 2.5%
7336686
WELLING, CHARLES, DAVID
Executive Officer · 2.5%
2961999
JOEL ALAN LANGE
IAR
1848539
SUSAN JANE PORTNOI
IAR
1701692
Susanne T Gibo
IAR
6932508
ANDREW DEANE KANALY
IAR
6800350
HEATHER MARIE FORD
IAR
6793903
EMILY ANN CHRISTIAN
IAR
6117323
WILLIAM MARK HOWARD
IAR
6358550
HENRY LAO
IAR
5780387
STEFANI KOHLER
IAR
6287685
Gary P Williams
IAR
6792369
BRYAN BIELAWSKI
IAR
5718808
LAURA MICHELLE ROWLEY
IAR
2463642
PETER BING-YAN IP
IAR
1676137
WILLIAM ALAN MCKNIGHT
IAR
2833931
JASON SCOTT SOBOLIK
IAR
5425147
JEFFREY MELVIN LOKKEN
IAR
1156819
JAMES RAYMOND EVERITT
IAR
2050891
Drew Harper
IAR
5251912
JESSE HAVERSTOCK
IAR
5743684
Mariana Louise Battista
IAR
6758315
PATRICK MICHAEL WYNNE
IAR
6323980
Daniel Berney Maurer
IAR
7012090
Mitchell Douglas Windemuller
IAR
7175968
JENNIFER JAE YOUNG BAICK
IAR
3225465
TYLER RYAN SMITH
IAR
6417619
THOMAS J. HERZING
IAR
4547785
JEFFREY WILLIAM KACAL
IAR
4093431
BRYAN NICHOLAS POWERS
IAR
5586604
RONALD EDWARD KIBBE
IAR
1648635
JESSICA BASKIN LESTER
IAR
7162810
PATRICK MOODY
IAR
8125760
ALEXIS KIBBE DUDLEY
IAR
8125076
Michael Hunter O'Brien
IAR
8165827
ANDREW THOMAS BECK
IAR
6542279
Steven Schneider
IAR
8047345
BARRY COHEN
IAR
1725177
ALEJANDRO H AGUILAR
IAR
2503594
PABLO GUERRERO FITTING
IAR
4852675
MAGGIE E WAGNER
IAR
7252719
JOHN KOCH
IAR
6145974
BRETT WILLIAM SPERIN
IAR
6169617
Charlotte LeBlanc
IAR
8020005
JOANNA JEN-WEN GEIER
IAR
5995993
Colton Martinez Petty
IAR
6639307
Cade King
IAR
8095384
CARIN PANKROS ROMAN
IAR
4163473
CHRISTOPHER PETER BLAKELY
IAR
1853674
LARRY C FERGUSON
IAR
4280817
Christopher John Paolantonio
IAR
7809054
BENIK GYULAMBARYAN
IAR
5799869