Mercer Advisors
Mercer Advisors is a national SEC-registered RIA founded in 1985 that delivers integrated wealth management — financial planning, investment management, tax, estate, and insurance — to over 42,000 families across 110+ U.S. offices, managing $110B+ in client assets.
- Company typePrivate
- Founded1985
- HeadquartersDenver, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Mercer Advisors does
Mercer Advisors (legal entity Mercer Global Advisors, Inc.) is a Denver-headquartered, SEC-registered investment adviser founded in 1985 that delivers integrated family-office-style wealth management to high-net-worth individuals and families across the United States. Through 110+ regional offices and 1,620 employees — including 430+ advisors, 380+ CERTIFIED FINANCIAL PLANNER professionals, and 100+ investment professionals — the firm coordinates financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services as a single in-house team. As of May 2026 it reports more than $110 billion in client assets under management and advisement for over 42,000 families.
The firm's core technology and operating model centers on a centralized Investment Committee that produces evidence-based portfolio decisions drawn from academic research, executed via 250+ foundational portfolios and supported by an institutional-grade investment team. Pricing is asset-based for investment advisory and planning (estate planning is included; tax preparation is a separate fee), with no publicly disclosed rate cards. Mercer runs a sales-led, no-commission distribution model in which regional vice presidents match prospective clients with advisors based on needs and expertise. The firm has pursued an aggressive acquisition strategy — 117 integrations over the past decade and a record 18 in 2025 — funded and supported by private equity sponsors Oak Hill Capital, Genstar Capital, and Altas Partners, with more than half of employees holding equity stakes.
Mercer Advisors firmographics
Firmographics- Name
- Mercer Advisors
- Legal name
- Mercer Global Advisors, Inc.
- Website
- https://merceradvisors.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Mercer Advisors is a national SEC-registered RIA founded in 1985 that delivers integrated wealth management — financial planning, investment management, tax, estate, and insurance — to over 42,000 families across 110+ U.S. offices, managing $110B+ in client assets.
- Ownership category
- akta.pro rank
Mercer Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Miscellaneous Intermediation (523910)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
- akta.pro secondary industries
- Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Personal & Family Trust Services (FSAAANAA), Estate Planning, Trust Structuring & Governance (FSAAADAF), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Mercer Advisors is headquartered
LocationHeadquarters
- HQ city
- Denver
- HQ country
- United States
- HQ region
- North America
Offices11 records
Markets served
Mercer Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Fee-based investment management services charged as a percentage of assets under management. The firm is an SEC-registered investment adviser.
- Financial Planning Services: Comprehensive financial planning integrated with investment management. Estate planning is included as part of the investment advisory fee.
- Tax Preparation and Filing: Tax return preparation and filing services offered as a separate fee from investment management and planning services. Firm has CPAs and tax professionals on staff coast to coast.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Investment management and planning services for high-net-worth clients |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
Mercer Advisors product offering
Product offeringCore offering
Mercer Advisors is a full-service wealth management firm that delivers integrated family office services including financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services. The firm uses an evidence-based Investment Committee-led approach with 100+ investment professionals and serves high-net-worth individuals and families through 110+ U.S. offices and a coordinated in-house team of advisors, planners, accountants, and estate specialists.
Product overview
Mercer Advisors is a comprehensive wealth management firm offering an integrated family office platform for families. The core offering is a unified service model combining financial planning, investment management, tax planning & preparation, estate planning, insurance solutions, and trustee services—all delivered through a single coordinated team. The firm differentiates through its evidence-based institutional-grade investing approach managed by an Investment Committee, with over 100+ investment professionals overseeing portfolios. Specialty solutions include retirement planning, women & wealth services, and profession-specific advisory for physicians, corporate executives, airline pilots, dentists, federal employees, and tech professionals. Services for unique situations include divorce financial planning, LGBTQ+ planning, inherited wealth, generational wealth, and concentrated stock management. The firm operates as an SEC-registered investment advisor with fiduciary obligations, offering these services through multiple affiliated legal entities.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning services integrated with investment management, tax, estate, and insurance planning, designed for high-net-worth individuals and families.
- Tax Planning & Preparation Year-round tax planning and tax return preparation services delivered by in-house CPAs and tax professionals across the United States, integrated into the broader financial planning process and offered at a separate fee.
- Investment Management Institutional-grade portfolio management using evidence-based investing principles, overseen by an Investment Committee and 100+ investment professionals with access to 250+ foundational portfolios.
- Estate Planning Estate planning services covering wills, living wills, trusts, guardianship documents, and financial and healthcare powers of attorney, integrated into comprehensive financial plans. Included within the investment advisory fee.
- Insurance Solutions Insurance planning and advisory services covering property and casualty, life, disability, long-term care, annuities, natural disaster, and cybersecurity insurance.
- Trustee Services Corporate trustee services delivered through select third-party partnerships, providing objective, continuity-focused trust management for clients.
- Retirement Planning Pre-retirement and retirement planning services including Social Security optimization, Medicare planning, income distribution strategies, healthcare cost planning, and support for retirement relocation.
- Women & Wealth Holistic financial planning and wealth management services specifically designed for women clients, including primary breadwinners, single women, women business owners, and widows. Launched as a national practice in March 2026 and led by Executive Managing Partner Laura Combs.
- Family Office Services Integrated family office service model combining a unified in-house advisory team, hand-picked wealth advisor, institutional-grade portfolio, and boutique fiduciary services for families seeking comprehensive wealth management.
Quantifiable outcome
- Superseded $110 billion in client assets serving 42,000+ families
- +3 more outcomes
Companies that use Mercer Advisors
Customer profileNamed customers3 records
Segments6 records
Ideal customer profiles5 records
Mercer Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability2 records
Feature4 records
Mercer Advisors partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered flagship and core.
- FINNYflagshipAI-powered growth platform partnership where Mercer Advisors served as flagship enterprise user, piloting the platform before rolling out to power outreach to tens of thousands of prospective clients. Platform enables centralized team to manage personalized prospecting across email and LinkedIn.
- AvantoscoreAI-native operating system provider. Mercer Advisors is an early investor and client using Avantos technology with tens of thousands of clients. Avantos raised $35M total funding including from strategic investors Vanguard, SEI, and Guardian Life.
Scale indicators14 records
Recent moves6 records
Expansion highlights6 records
Mercer Advisors competitors and assessment
Company assessmentMarket position
Competitive moat6 records
Key highlights6 records
Customer concentration
Mercer Advisors social profiles
Digital presenceMercer Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mercer Advisors leadership team
Management profileNumber of profiles
Profiles22 records
Mercer Advisors subsidiaries and ownership
Company hierarchySubsidiaries12 records
Mercer Advisors funding detail
Funding detailFunding overview
Funding rounds6 records
Investors5 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mercer Advisors M&A and investment
M&A and investmentM&A102 records
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mercer Advisors
What does Mercer Advisors do?
Mercer Advisors is a full-service wealth management firm that delivers integrated family office services including financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services. The firm uses an evidence-based Investment Committee-led approach with 100+ investment professionals and serves high-net-worth individuals and families through 110+ U.S. offices and a coordinated in-house team of advisors, planners, accountants, and estate specialists.
Is Mercer Advisors a public or private company?
Mercer Advisors is a private company. It is classified as private equity controlled and is currently operating.
When was Mercer Advisors founded?
Mercer Advisors was founded in 1985. It employs 11 to 50 people.
Where is Mercer Advisors based?
Mercer Advisors is headquartered in Denver, United States, in the North America region.
How does Mercer Advisors make money?
Three revenue lines are on record. Investment Advisory Fees are the primary driver. The others are financial Planning Services and tax Preparation and Filing.
Does Mercer Advisors have an API?
No public API is recorded for Mercer Advisors.
What industry is Mercer Advisors in?
Mercer Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSABADAF, Family Office Services (Single & Multi-Family Office), with a secondary code of FSAEAAAI, Family Office Advisory (Single/Multi-Family). Its NAICS code is 52394 and its SIC code is 6282.