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Financial ADVSR advisor directory · SEC adviser records

Mercer Global Advisors Inc. financial advisors in Santa Barbara, CA

Every SEC-registered investment adviser representative at a Mercer Global Advisors Inc. office in Santa Barbara, A to Z.

The short answer

8 registered advisors work at Mercer Global Advisors Inc. in Santa Barbara, out of 676 at the firm nationwide; it ranks number 14 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.

Mercer Global Advisors Inc. advisors in Santa Barbara, A to Z

Every Mercer Global Advisors Inc. advisor →

Mercer Global Advisors Inc. advisors in every city and state →Mercer Global Advisors Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Mercer Global Advisors Inc. advisors in other cities

Denver, CO 246Atlanta, GA 26Dallas, TX 14Houston, TX 14Newport Beach, CA 13San Francisco, CA 12Walnut Creek, CA 12San Diego, CA 10New York, NY 9Oklahoma City, OK 9Charlotte, NC 8Boulder, CO 7Scottsdale, AZ 7McLean, VA 6Morristown, NJ 6

Other firms in Santa Barbara

All Santa Barbara advisors →

Mission Wealth Management, LP 46Wells Fargo Clearing Services, LLC 41Morgan Stanley 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23Centaurus Financial, Inc. 12LPL Financial LLC 12Strategic Advisers LLC 12UBS Financial Services Inc. 12Cerity Partners LLC 11Avalan, LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9

Questions

How many financial advisors does Mercer Global Advisors Inc. have in Santa Barbara?

8 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 676 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.

Is Mercer Global Advisors Inc. one of the largest advisor employers in Santa Barbara?

Mercer Global Advisors Inc. ranks number 14 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 46.

How do I check a Mercer Global Advisors Inc. advisor in Santa Barbara?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mercer Global Advisors Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.