Mercer Global Advisors Inc

Investment Advisor
in Ames, IA

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About this Advisor

Andra Reason is a certified financial planner based out of Ames, Iowa, who has 11 years of experience as a financial advisor. Reason works at Mercer Global Advisors Inc. The advisor has gained experience at Marrs Wealth Management, Lwbj, Llp and Mercer Global Advisors Inc. Reason is able to operate in Iowa. Mercer Global Advisors Inc is an advisory firm that has its headquarters in Ames, Iowa. The firm has offices in 62 locations and a total of 625 financial advisors. It handles $34 billion in assets under management across its 61,972 client accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 74 charities and foundations. Of its 61,972 customer accounts, 41% are associated with high-net-worth investors who have at least $1 million in assets. Mercer Global Advisors Inc has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management usually vary depending on which services the firm provides the client. Fees billed by Mercer Global Advisors Inc may include asset-based and fixed fees.

Certifications and Registrations


Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

313 Fifth Street Suite 101
Ames, IA 50010

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Mercer Global Advisors Inc Brokerage Details

Total Assets Under Management


IA Average: $2,349,664,866
Total Number of Employees


IA Average: 28
Total Number of Accounts


IA Average: 1,101
Average Account Size


IA Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Andra Reason Work History

Andra has 11 years of experience.

2021 - Present (2 years)

Mercer Global Advisors Inc

2015 - Present (8 years)

Marrs Wealth Management

2011 - 2014 (3 years)

Lwbj, Llp


Andra Reason has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mercer Global Advisors Inc

Renee Pichette
Boulder, CO
Emily Christian
Houston, TX
Phillip Swenson
Walnut Creek, CA
James Tate
Southampton, PA
Brandon Wissinger
San Diego, CA
Douglas Gilbert
Omaha, NE
Raphael Aziz
San Diego, CA
Jesse Haverstock
Bellevue, WA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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