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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-30-2008
- Office Locations
- 260
Office Locations
About Mercer Global Advisors Inc.
Mercer Advisors is a national RIA delivering a “family office for your family” model: integrated financial planning with in-house investment management plus tax and estate strategy. Serves a broad range of families, supported by a large team of investment professionals and a multi-office footprint. Portfolios span public funds and ETFs. Named #1 RIA in Barron’s 2025 Top 100 and won a 2025 Wealthies award for its advisor-matching tool.
Reported data analysis
What the numbers show
Between December 26, 2025 and May 20, 2026, reported AUM increased 40.1%, from $60.3B to $84.4B.
Across 5 reported observations, AUM increased 148.1% between April 5, 2022 and May 20, 2026, from $34.0B to $84.4B.
Of the latest reported AUM, 98.2% is discretionary and 1.8% is non-discretionary.
The firm reports 632 advisory representatives and 36,259 clients, or 57.4 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 260 reported office locations and 18 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mercer Global Advisors Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DONALD ANDREW CALCAGNI
Advisor, Chief Investment Officer, President
- CRD
- #4203231
- Ownership
- Less than 5%
CHRISTINE ADELE CATALDO
CHIEF TECHNOLOGY OFFICER
- CRD
- #3042889
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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JENNIFER LEIGH ADAMS
Wealth Advisor
- CRD
- #4130488
Murphy Adriano-Rhodes
Senior Manager
- CRD
- #7973918
Showing 2 of 747 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,916,243,015 | $718,904 |
| Non-Discretionary | $1,480,649,575 | $1,521,736 |
| Total | $84,396,892,590 | $725,620 |
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Separately Managed Accounts
SMA allocation detail is available
Mercer Global Advisors Inc. has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Mercer Global Advisors Inc.'s 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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