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RIA / WealthAdvisor13 years in industry

Brian Yannaccone

Advisor at MERCER GLOBAL ADVISORS INC.

ORLANDO, FL

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Search this name across graphsid dfx:ria:fb351433-bc36-ddfe-6fd6-4c7989f897b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Nov 27, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MERCER GLOBAL ADVISORS INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 7, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 7, 2013
First registration: Nov 27, 2015
Dual registered: no
Other names: BRIAN M YANNACCONE|Brian Michael Yannaccone
IAPD individual key: 6202905

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MERCER GLOBAL ADVISORS INC.	Independent wealth	Jun 9, 2026	n/a	yes	ORLANDO, FL	Current employment
OXFORD WEALTH GROUP, LLC	Independent wealth	Mar 12, 2026	May 1, 2026	no	ORLANDO, FL	Previous registration
EMPOWER ADVISORY GROUP, LLC	Bd affiliated wealth	Apr 3, 2023	Nov 25, 2025	no	Orlando, FL\|GREENWOOD VILLAGE, CO\|GREENWOOD VILLAGE, CO	Previous registration
PERSONAL CAPITAL ADVISORS CORPORATION	Former SEC adviser	Jan 19, 2016	Apr 3, 2023	no	DENVER, CO\|Denver, CO\|GREENWOOD VILLAGE, CO\|Orlando, FL	Previous registration
EDWARD JONES	National bd RIA	Nov 27, 2015	Dec 15, 2015	no	DENVER, CO\|ST LOUIS, MO\|DENVER, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OXFORD WEALTH GROUP, LLC	MERCER GLOBAL ADVISORS INC.	May 1, 2026	Jun 9, 2026	39	Firm change	RIA to RIA
EMPOWER ADVISORY GROUP, LLC	OXFORD WEALTH GROUP, LLC	Nov 25, 2025	Mar 12, 2026	107	Firm change	Ibd to RIA
PERSONAL CAPITAL ADVISORS CORPORATION	EMPOWER ADVISORY GROUP, LLC	Apr 3, 2023	Apr 3, 2023	0	Bulk transfer	RIA to ibd
EDWARD JONES	PERSONAL CAPITAL ADVISORS CORPORATION	Dec 15, 2015	Jan 19, 2016	35	Firm change	Other

Relationships

Registered with (5)

→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: current employment
Jun 9, 2026 to presentfactForm ADV
→ OXFORD WEALTH GROUP, LLCRegistered adviserregistration: previous registration
Mar 12, 2026 to May 1, 2026factForm ADV
→ EMPOWER ADVISORY GROUP, LLCRegistered adviserregistration: previous registration
Apr 3, 2023 to Nov 25, 2025factForm ADV
→ PERSONAL CAPITAL ADVISORS CORPORATIONRegistered adviserregistration: previous registration
Jan 19, 2016 to Apr 3, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 27, 2015 to Dec 15, 2015factForm ADV

Dated events

Occurred
May 1, 2026
Advisor changed firm
Brian Yannaccone left Oxford Wealth Group, Llc for Mercer Global Advisors Inc. (registered 2026-06-09)
Form ADVobserved 4 days ago
Occurred
Nov 25, 2025
Advisor changed firm
Brian Yannaccone left Empower Advisory Group, Llc for Oxford Wealth Group, Llc (registered 2026-03-12)
Form ADVobserved 4 days ago