Fabian Wealth Strategies

What Fabian Wealth Strategies does

Fabian Wealth Strategies is identified in firmographic records as a Costa Mesa, California-based registered investment advisory firm founded in 2001, with 1-10 employees and a website at fabianwealth.com. The aggregated source material primarily describes the broader Mercer Advisors platform it operates within — a national wealth management brand whose primary SEC-registered adviser is Mercer Global Advisors, Inc. Founded in 1986 and marking its 40th anniversary in 2026, the platform has scaled to $110B in client assets across 110+ regional offices, supported by 1,620+ team members including 430+ advisors and 100+ investment professionals.

The firm delivers a unified suite of fee-based wealth management services — investment management, financial planning, tax planning and preparation, estate planning, insurance solutions, and trustee services — coordinated through an in-house team of planners, investors, accountants, and estate specialists. Service delivery follows a wealth-stages engagement model, with onboarding intake capturing client assets ranging from under $500K to $25M+. Operations are structured through wholly-owned affiliated legal entities: Mercer Advisors Tax Services LLC (tax and accounting), Heim, Young and Associates / MA Brokerage Solutions (broker-dealer, FINRA/SIPC member), Mercer Advisors Insurance Services LLC (insurance), and Mercer Advisors Private Asset Management, Inc. (discretionary private fund management).

The go-to-market combines direct advisor outreach with content marketing (knowledge hub, Wealth Point monthly newsletter, Market Perspectives podcast), organic SEO, webinars, and an active social media presence on LinkedIn, Facebook, and Instagram. Distribution is national via the 430+ advisor network and website intake form, supplemented by a client referral program. The platform has been named #1 RIA Firm by Barron's in the non-mega category for two consecutive years (2024 and 2025), and has earned recognition from WSJ Buy Side, Newsweek, and CNBC. Customer segments span high-net-worth individuals (primary) and specialized niches including corporate executives, business owners, physicians, airline pilots, tech founders, real estate agents, creative professionals, federal employees, higher education professionals, professional athletes, family businesses, and concentrated stock holders.

Name

Fabian Wealth Strategies

Legal name

Mercer Global Advisors, Inc.

Website

https://fabianwealth.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

1–10 employees

Short description

Fabian Wealth Strategies is a Costa Mesa, California-based registered investment advisory firm. Source data describes the Mercer Advisors platform it operates within — a national RIA managing $110B across 110+ offices with 430+ advisors serving high-net-worth households.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industry

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

Keywords

• Registered investment advisory
• Wealth management services
• Financial planning solutions
• Investment portfolio management
• Fiduciary financial advisory

Headquarters

HQ city

Costa Mesa

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management Services: Fee-based investment management services with portfolios personalized to individual client needs and managed by institutional-grade investment team
2. Financial Planning: Comprehensive financial planning services as part of unified team approach
3. Tax Planning & Preparation: Tax planning and tax filing services (separate fee from investment management and planning services)
4. Insurance Solutions: Insurance products and solutions offered through related insurance agency (Mercer Advisors Insurance Services LLC)

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels9 records

Core offering

Fabian Wealth Strategies is a Costa Mesa, California-based registered investment advisory firm offering fee-based investment management, comprehensive financial planning, tax planning and preparation, and insurance solutions. The firm aligns with the broader Mercer Advisors network of 430+ advisors and 100+ investment professionals delivering institutional-grade, fiduciary wealth management to high-net-worth individuals and families across the United States.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Services Fee-based investment management with portfolios personalized to individual client needs and managed by an institutional-grade investment team of 100+ professionals.
• Financial Planning Comprehensive financial planning services delivered as part of the unified in-house team approach, coordinating planning across wealth stages.
• Tax Planning & Preparation Tax planning and tax filing services billed separately from investment management and planning services, integrated with the unified team advisory approach.
• Insurance Solutions Insurance products and solutions offered through the related insurance agency Mercer Advisors Insurance Services LLC, integrated into comprehensive financial plans.

Quantifiable outcome

• 4.9 out of 5 stars based on 180 client reviews

Named customers10 records

Segments13 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core.

• Mercer Advisors Tax Services LLCcoreImplementation/ SI/ Consulting PartnerAffiliated tax services and accounting firm providing tax preparation and planning services as part of the unified team approach. Provides integrated tax strategy alongside investment management.
• Heim, Young and Associates, Inc. (MA Brokerage Solutions)coreChannel Partner/ Reseller/ DistributorRelated broker/dealer firm, member FINRA/SIPC, supporting investment product distribution and brokerage services.
• Mercer Advisors Insurance Services LLC (MAIS)coreChannel Partner/ Reseller/ DistributorRelated insurance agency providing insurance solutions integrated into comprehensive financial plans. A wholly owned subsidiary of Mercer Advisors Inc.
• Mercer Advisors Private Asset Management, Inc.coreTechnology or IntegrationSEC registered investment adviser providing discretionary investment management services to affiliated private funds. Part of the unified investment platform.

Scale indicators4 records

Recent moves4 records

Expansion highlights6 records

Direct peers

• Fisher Investments: Large RIA primarily serving HNW and institutional clients with portfolio management focus. Comparable in scale, fee-based revenue model, and HNW client concentration.
• Carson Group: RIA platform supporting hundreds of affiliated advisors with centralized investment management and business services. Comparable business model focused on advisor productivity and HNW client service.
• Bessemer Trust: Private wealth management firm serving ultra-HNW families with integrated planning, investment, and family office services. Comparable in fiduciary model and emphasis on multi-generational wealth planning.
• Mariner Wealth Advisors: Large national RIA offering comprehensive wealth management, tax, estate, and family office services to HNW clients. Comparable to Mercer Advisors in scale, integrated service model, and acquisition-driven growth strategy.
• Hightower Advisors: National RIA partnership model serving HNW clients with comprehensive wealth planning. Comparable in multi-office footprint, advisor-led model, and acquisition-led growth strategy.
• Edelman Financial Engines: One of the largest U.S. RIAs combining traditional advisor-led services with digital planning tools. Comparable hybrid advice model serving HNW and mass affluent clients at scale.
• Creative Planning: Major U.S. RIA with unified team approach, serving HNW clients across financial planning, investment management, and tax. Similar in offering comprehensive services under one roof and operating multiple affiliated entities.

Emerging players

• Facet Wealth: Digital-first RIA offering flat-fee financial planning and investment management. Represents emerging low-cost, tech-enabled competition targeting mass-affluent to mid-HNW clients Mercer/Fabian also serves.

Broad incumbents

• Schwab Wealth Advisory: Custodian-affiliated advisory service from Charles Schwab offering portfolio management and financial planning at scale. Competes with Mercer Advisors in HNW segment but with broader, lower-cost delivery model.
• Vanguard Personal Advisor Services: Hybrid advice offering from Vanguard combining digital tools with human advisors. Competes on price point in HNW-adjacent segment and represents scaling pressure on traditional RIA economics.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/merceradvisors
• LinkedInlinkedin.com/company/fabian-wealth-strategies-inc.
• Instagraminstagram.com/mercer_advisors

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fabian Wealth Strategies