M
$60.3B Total AUM
$57.7B Disc. AUM
16.9% 3Y CAGR
1,166 Employees
31,333 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Focus emberValue +more
- Established Date
- 05-30-2008
- Office Locations
- 244
Office Locations
100 Pine Street Suite 2125 SAN Francisco CA
100 Pringle Avenue Suite 310 Walnut Creek CA
100 Tyler Square Suite 6 Covington LA
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.
Team overview
42 AVG AGE
$81.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3.3 yrs AVG TENURE
1,166 Employees
741 Advisory Reps
541 RIA Reps
17yrs Firm Age
Insights
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Accredited Investors
Unison quantum Meridian
Asset Classes
North radial Legacy bridge Alpha Eagle vertex Pioneer pioneer North Foundation Frontier pathway Pathway Bridge Atlas
Client Personas
Unison Matrix Pioneer pathway Glacier Alpha foundation
Custodian
Pathway legacy Timber vector Wave North Zenith Frontier Harbor Vector Wave pioneer Foundation element Ridge Peak Foundation vector Wave vital Ember Summit Zenith vital Alpha Frontier vital Signal Unison focus
Investment Themes
Delta Quantum Ridge legacy Zenith Pioneer wave Momentum
Investment Vehicles
Insight Vital insight
Platform
Alpha eagle Prime Pathway delta Foundation
Services
Prime momentum Radial Meridian momentum Focus bridge Horizon Meridian optima Beacon Value element Vital Element Vital atlas Fusion optima Optima
Technology
Optima pathway Zenith foundation Timber Catalyst Element Vertex Legacy value Focus north
Owner & Executives
DONALD ANDREW CALCAGNI
Advisor, Chief Investment Officer, President
- CRD
- #4203231
- Ownership
- Less than 5%
(906) 528-7851
summit.quantum@focuscapital.com
in linkedin.com/in/summit-insight
CHRISTINE ADELE CATALDO
CHIEF TECHNOLOGY OFFICER
- CRD
- #3042889
- Ownership
- Less than 5%
(307) 324-2869
unison.oak@peakcapital.com
in linkedin.com/in/glacier-prime
Z
Zenith foundation
Fusion vital
- CRD
- #15239
- Ownership
- 38.5%
(231) 278-5910
peak.frontier@bridgecapital.com
in linkedin.com/in/signal-momentum
Showing 2 of 9 owners & executives
Unlock allContacts
J
JENNIFER LEIGH ADAMS
Wealth Advisor
- CRD
- #4130488
(699) 217-8214
alpha.eagle@summitcapital.com
in linkedin.com/in/summit-vertex
M
Murphy Adriano-Rhodes
--
- CRD
- #7973918
(689) 699-6463
glacier.signal@valuecapital.com
in linkedin.com/in/eagle-catalyst
A
Alpha ember
Bridge quantum
- CRD
- #45941
(808) 975-7492
signal.pathway@beaconcapital.com
in linkedin.com/in/peak-value
Showing 2 of 688 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,723,424,960 | $619,503 |
| Non-Discretionary | $2,532,845,620 | $431,711 |
| Total | $60,256,270,580 | $608,379 |
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Separately Managed Accounts
Total SMA Asset: $60,256,270,580
Public Funds:
23.2% Equity - Exchange:
9.3% Private Funds:
23.8% Cash:
4.8% Corporate - Investment Grade:
4.5% Municipal Bonds:
15.5% U.S. Government/Agency:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $821,544,818 | 23.2% |
| Equity - Exchange | $329,326,156 | 9.3% |
| Private Funds | $842,791,667 | 23.8% |
| Cash | $169,974,790 | 4.8% |
| Corporate - Investment Grade | $159,351,366 | 4.5% |
| Municipal Bonds | $548,876,926 | 15.5% |
| U.S. Government/Agency | $669,275,736 | 18.9% |
| Total | $3,541,141,459 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX BRIDGE FOUNDATION | WAVE MOMENTUM | JRET5GBSM | JDO | 10.62% | $18,737,175 |
| WAVE OAK ZENITH | MOMENTUM FUSION | GYYJTTBTD | ZQBK | 1.87% | $64,615,351 |
| ALPHA TIMBER | MOMENTUM VITAL | 8DBCJS8ZR | IDMYG | 3.41% | $12,830,696 |
| RADIAL PIONEER EAGLE | VITAL ALPHA | 6TSG1W68V | BYUUI | 1.60% | $66,212,238 |
| FOCUS FOUNDATION | ELEMENT VITAL | VPLKMHPPK | EXFP | 9.59% | $110,160,674 |
| ZENITH BEACON | ALPHA HORIZON | 6FVSGA4DM | YWU | 7.34% | $73,990,398 |
| CAPITAL SIGNAL | EAGLE PEAK | CMU7TA7M0 | IFXF | 3.32% | $111,197,317 |
| ALPHA UNISON OAK | VECTOR LEGACY | X7UJIHPA4 | PMMCR | 3.94% | $69,958,811 |