Los Angeles, CA Century Park East Office
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Mercer Global Advisors Inc.
Enterprise
Firm-wide stats for Mercer Global Advisors Inc.
About
Mercer Global Advisors serves individuals and families as well as small business owners, plan sponsors, foundations, non-profits, and endowments, providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement and estate planning and family office services. The firm delivers retirement plan consulting, charitable and non-profit advisory, and other specialized services through client agreements and custodial/clearing arrangements.
The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing. Portfolios are implemented using a mix of low-cost ETFs and index funds, separate account managers, direct indexing, and, where suitable, interval and private funds via platforms such as Orion; Mercer also offers packaged programs (Market Series, Multifactor Series, Income Series) and tax-management options.
Mercer publishes client education content and audio programming (podcasts) and runs firm-wide events and initiatives (for example, an InvestHERs summit sponsored by Dimensional Fund Advisors and internal Academies/National Symposiums), a capability that is less common among large enterprise advisers. The firm also integrates affiliated service lines and platforms — including Mercer Advisors Tax Services (MATS), Mercer Advisors Private Asset Management and the Aspen Partners private‑fund platform, affiliated insurance and broker‑dealer entities, an attorney‑led estate planning option (ASLG), and a Wellthy caregiving concierge offering for qualifying clients — and runs an active acquisition strategy to onboard advisor teams and legacy client programs.
Based on Mercer Global Advisors Inc.
Expertise
Based on Mercer Global Advisors Inc.
Demographic focus
Based on Mercer Global Advisors Inc.
Location
1801 Century Park East, Suite 1901
Los Angeles CA 90067
Advisors at this office
3
Advisors at this office
Christopher G
CFP®, Series 66, Series 63
Los Angeles, CA
Mercer Global Advisors Inc.
Christopher Gomez is a CFP® professional with ten years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held prior positions at Fidelity Investments, E*TRADE Capital Management, U.S. Bancorp Investments, and US Bank. Gomez holds active insurance licenses including life, accident, health, and variable annuity insurance. Mercer Global Advisors provides comprehensive financial services to individuals, families, small business owners, and institutional clients, offering investment advisory, retirement plan consulting, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and specialized strategies, supported by extensive client education and integrated service platforms.
Hrachya D
CFP®, Series 66
Los Angeles, CA
Mercer Global Advisors Inc.
Hrachya Davtyan is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. His prior roles include positions at Argosy Wealth Management Corporation, Mutual Securities, Inc., and UBS Financial Services. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, and separate accounts.
Andrea S
CFP®, Series 66
Los Angeles, CA
Mercer Global Advisors Inc.
Andrea Shieh is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has prior experience with firms including Boulevard Family Wealth Services, The Leaders Group, Bank of America, and Merrill Lynch. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified portfolios using low-cost ETFs, index funds, and other strategies, alongside educational programming and integrated service platforms.
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