Dave Welling, CEO of Mercer Advisors, has redefined what it means to lead with purpose and performance in the wealth management industry. Since taking the helm in 2017, Dave has transformed Mercer Advisors from a regional RIA into a $77 billion national platform. His commitment to creating the best client experience has resulted in a world-class Net Promoter Score of 74 in 2024. At the same time, the company has grown both organically and inorganically, including the integration of 19 partner firms, adding over $11 billion in client assets. Welling’s leadership is rooted in a holistic approach that balances client service, employee experience, stakeholder value and community impact.