Next-Gen + Best-in-State · rank 16 · Boulder, Colorado · listed firm: Mercer Advisors
Identity & firm
- Firm — Mercer Advisors (high)
- “Tom is a Principal at Mercer Advisors, based in Boulder, Colorado.” — firm_official
- Parent company — Mercer Advisors, Inc. (high)
- ““Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and ” — firm_official
- Firm type — independent_ria (high)
- “"firmName": "MERCER GLOBAL ADVISORS INC.", "iaOnly": "Y", "registrationBeginDate": "4/1/2019", "firmBCScope": "NOTINSCOPE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- “Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services” — firm_official
- Team name — gap: not_found_after_search
- Team size — gap: not_public
- CRD — 6730771 (high)
- “"individualId": 6730771, "firstName": "William", "middleName": "Thomas", "lastName": "McNary"” — sec_finra_regulatory
- Years experience — 9 (high)
- “"daysInIndustryCalculatedDateIAPD": "1/26/2017"” — sec_finra_regulatory
- “Tom has more than a decade of experience in financial services and started his career working for two smaller registered investment advisor firms in Boulder County before joining the Mercer Advisors team in 2019 via acqu” — firm_official
- Designations — CFP, other:CSRIC (Chartered SRI Counselor) (high)
- “W. Thomas McNary CFP®, CSRIC Principal” — firm_official
- “onal, and is a Chartered SRI Counselor™.” — firm_official
Book of business
- Team AUM ($M) — 2000 (high)
- “"Asset Date":"6/30/2025","Minimum account size for new business":"$2M","Team Assets (Custodied)":"$2B"” — forbes_shook
- Account minimum ($M) — 2 (high)
- “"Minimum account size for new business":"$2M"” — forbes_shook
- Typical client net worth ($M) — 38 (medium)
- “"Typical Net Worth of Relationships":"$1-38M"” — forbes_shook
- Client niche — corporate executives and tech professionals with concentrated stock, plus physicians and pre-retirees (high)
- “Concentrated stock positions that require strategic diversification and tax efficiency For corporate executives , guidance on equity comp, concentrated stock, and evolving financial complexity Advising physicians with in” — firm_official
- Custodians — gap: not_public
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.merceradvisors.com/meet-our-team/w-thomas-mcnary/ (high)
- “W. Thomas McNary CFP®, CSRIC Principal” — firm_official
- Value proposition (verbatim) — I work with clients to build financial plans that help make life feel clearer. My goal is to take the stress out of money so that you can move forward with confidence and reassurance. (high)
- “I work with clients to build financial plans that help make life feel clearer. My goal is to take the stress out of money so that you can move forward with confidence and reassurance.” — firm_official
- Differentiators — Concentrated stock diversification with tax efficiency, Equity comp guidance for corporate executives, Tech-professional focus incl. Apple, Google, Palantir clients, Backed by an in-house team of specialists, not a solo advisor, Deep personal client relationships; planning as a 'fun and dynamic process' (high)
- “At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Tom has focused experience ” — firm_official
- “He takes great pride in his role as a partner for clients, collaborating with them to help navigate life’s successes and struggles. He strives to make financial planning a fun and dynamic process.” — firm_official
- Content marketing — occasional (medium)
- “Tom is a CFP® professional and has been recognized as one of the AdvisorHub 50 Next Gen Advisors to Watch in 2023.” — firm_official
- Has podcast — no (medium)
- “Browse insights and podcasts from our advisors and specialists.” — firm_official
- Books published — 0 (medium)
- “Tom is a Principal at Mercer Advisors, based in Boulder, Colorado. Tom has more than a decade of experience in financial services and started his career working for two smaller registered investment advisor firms in Boul” — firm_official
- Linkedin url — https://www.linkedin.com/in/tom-mcnary-cfp%C2%AE-07b495b4/ (high)
- Social presence — linkedin_active (medium)
- Press awards — ThinkAdvisor Luminaries 2025 Rising Star Award, AdvisorHub 50 Next Gen Advisors to Watch (2023) (high)
- “Winner of the ThinkAdvisor Luminaries 2025 Rising Star Award” — firm_official
- “Tom is a CFP® professional and has been recognized as one of the AdvisorHub 50 Next Gen Advisors to Watch in 2023.” — firm_official
Visual brand
- Has distinct logo — no (high)
- “Tom is a Principal at Mercer Advisors, based in Boulder, Colorado.” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Corporate Mercer Advisors branding: raspberry/burgundy accent on white, clean sans-serif type, minimal line-drawn SVG icons, square headshot portraits; no team-specific identity. (medium)
