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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
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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 738 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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