At Mercer Partners, our independence allows us to partner with industry-leading firms to best serve our clients. We have strategically chosen LPL Financial, Charles Schwab, and Fidelity as our custodian partners, ensuring the secure custody of client assets while providing essential reporting and operational support.
Additionally, we collaborate with Mariner Independent Advisor Network for advisory business support, compliance oversight, and access to valuable resources that enhance our ability to serve clients effectively. This structure allows us to deliver truly personalized financial guidance while leveraging the strength, security, and expertise of our trusted partners—so our clients receive the highest level of service and support at every stage of their financial journey.
Why LPL Financial?
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve.’ supporting nearly 22.000 financial advisors. and approximately 8o0 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a mñancial advisor. At LPL, Independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisers so thev can take care of their clients.
No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine 1996-2024): No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States
Why Charles Schwab?
With over 25 years of experience providing custodial services and industry expertise, Schwab Advisor Services understands what it takes to help independent advisors succeed.
Working with Schwab Advisor Services makes it easy for financial advisors to focus on what’s important: offering great client service, running their businesses as efficiently as possible, and pursuing growth. Charles Schwab is a proud supporter of independent financial advisors across the nation.
Why Fidelity?
Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional’s innovative technology and deep expertise to help more than 9 million accounts make some of the most complex, important decisions of their lives.
Fidelity Institutional’s goal is to help clients thrive by supporting the growth of their businesses, enhancing operational efficiency, and delivering insights to help to drive confidence and clarity.
Why Mariner?
Mercer Partners has strategically partnered with Mariner Independent Advisor Network, a specialized group of business, investment, operational, and compliance professionals dedicated to supporting independent financial advisors. This partnership equips us with industry-leading resources, investment insights, and advanced technology—allowing us to deliver highly personalized financial strategies while maintaining the highest fiduciary standards.
By aligning with Mariner Independent Advisor Network, we combine the strength of a nationally recognized Register Investment Advisor, with the independence to make the best decisions for our clients. Their dedicated support enables us to focus on what matters most—which is helping our clients navigate life’s financial transitions with confidence, transparency, and expertise.
