Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Mercer Global Advisors Inc. financial advisors in Onalaska, WI

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

The short answer

3 registered advisors work at Mercer Global Advisors Inc. in Onalaska, out of 676 at the firm nationwide; it ranks number 7 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Mercer Global Advisors Inc. advisors in Onalaska, 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 8Santa Barbara, CA 8Boulder, CO 7Scottsdale, AZ 7McLean, VA 6

Other firms in Onalaska

All Onalaska advisors →

Edward Jones 7Equitable Advisors, LLC 5Northwestern Mutual Investment Services, LLC 5Osaic Wealth, Inc. 5Fiduciary Financial Planning Network 4Robert W. Baird & Co. Incorporated 4

Questions

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

3 investment adviser representatives are registered at Mercer Global Advisors Inc. offices in Onalaska, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 676 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

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

Mercer Global Advisors Inc. ranks number 7 in Onalaska by registered advisors; Edward Jones has the most, with 7.

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

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.