local ai registry · agent view · /biz/ca/san-diego/mercer-advisors-san-diego-sorrento-valley-san-diego-ca

# Mercer Advisors - San Diego – Sorrento Valley

Financial Planner — San Diego, California. Registry entry: https://localairegistry.com/biz/ca/san-diego/mercer-advisors-san-diego-sorrento-valley-san-diego-ca

**AI Score: 25/100** (Poor, verified August 19, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> ChatGPT answered with other businesses; Mercer Advisors - San Diego – Sorrento Valley was not mentioned.

### Perplexity: no answer on record
We have no answer from Perplexity to show.

### Gemini — not named
Asked: "best financial planner in San Diego" (checked August 19, 2026)
> Gemini answered with other businesses; Mercer Advisors - San Diego – Sorrento Valley was not mentioned.

## What reviews say

> Customers appreciate the knowledgeable and professional approach at Mercer Advisors, feeling informed and confident about their financial plans. The team, including Jonah, Patrick, and Dustin, provides thorough assessments without pressure, making clients feel comfortable about their financial futures.

Consistently praised:
- Thorough financial assessments by Jonah and Patrick
- Dustin's retirement planning and transition assistance
- Excellent estate planning services

Bottom line: Mercer Advisors stands out for its personalized, pressure-free financial assessments and long-term planning expertise.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 36 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 37 |
| Backlink & citation authority | 8% | 65 |
| Google Business Profile | 8% | 90 |
| Speed & mobile | 7% | 82 |
| Content freshness & schema | 5% | 81 |

## Others on record in San Diego

- Define Financial — AI Score 51
- Pure Financial Advisors, LLC — AI Score 35
- Next Gen Financial Planning — AI Score 34
- One Degree Advisors — AI Score 28

Mercer Advisors - San Diego – Sorrento Valley ranks 17 of 29 in its category here.

## Facts

- Address: 5348 Carroll Canyon Rd #200, San Diego, CA 92121, USA
- Phone: (858) 750-4209
- Website: merceradvisors.com
- Hours Mon: 8:00 AM – 5:00 PM
- Hours Tue: 8:00 AM – 5:00 PM
- Hours Wed: 8:00 AM – 5:00 PM
- Hours Thu: 8:00 AM – 5:00 PM
- Hours Fri: 8:00 AM – 5:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### What are the business hours for Mercer Advisors in San Diego?
Mercer Advisors in San Diego is open Monday through Friday from 8:00 AM to 5:00 PM, and they are closed on Saturdays and Sundays.

### Does Mercer Advisors require reservations for appointments?
The business does not require reservations for appointments, allowing clients to reach out as needed.

### What is Mercer Advisors known for?
Mercer Advisors is known for providing comprehensive financial planning services, including retirement planning, asset allocation, and estate planning, with a focus on client education and comfort.

### Is parking available at Mercer Advisors in Sorrento Valley?
Yes, there is parking available at the location of Mercer Advisors in Sorrento Valley.

### What special features does Mercer Advisors offer to clients?
Mercer Advisors offers value-added services such as regular performance reporting, annual in-depth reviews, and a dedicated advisory team to ensure personalized financial planning.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.