Mercer Advisors

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.

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

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

• Wealth management services
• Financial planning
• Investment management
• Estate planning
• Tax preparation services

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices11 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 Advisory Fees: Fee-based investment management services charged as a percentage of assets under management. The firm is an SEC-registered investment adviser.
2. Financial Planning Services: Comprehensive financial planning integrated with investment management. Estate planning is included as part of the investment advisory fee.
3. 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

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core 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

Named customers3 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability2 records

Feature4 records

Partnerships

Two partnerships are on record, tiered flagship and core.

• FINNYflagshipTechnology or Integration · 9 June 2026AI-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.
• AvantoscoreTechnology or Integration · 18 February 2026AI-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

Market position

Competitive moat6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/merceradvisors
• LinkedInlinkedin.com/company/mercer-advisors
• Instagraminstagram.com/mercer_advisors
• Xx.com/MercerAdvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Subsidiaries12 records

Funding overview

Funding rounds6 records

Investors5 records

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

M&A102 records

Investments1 record

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

Frequently asked questions about Mercer Advisors