Glass Jacobson Wealth Advisors

What Glass Jacobson Wealth Advisors does

Glass Jacobson Wealth Advisors is a private wealth management firm that has been acquired by Mercer Advisors, a national registered investment advisory firm, and now operates as part of the Mercer Advisors network from an office in Owings Mills, Maryland, serving clients in the Greater Washington D.C. region. The firm delivers a unified family office model that integrates six core service modules — financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services — through in-house teams of planners, investors, accountants, and estate specialists, supported by a centralized investment platform staffed by 100+ investment professionals at the parent level.

The client base is concentrated in high-net-worth individuals and families, with secondary segments including business owners and entrepreneurs navigating succession or liquidity events, C-suite professionals, engineers and technology leaders with complex compensation structures, and physicians with practice-related wealth needs. Use cases span retirement planning, multi-generational succession, concentrated stock positions, divorce transitions, special-needs dependents, and women business owners. Service delivery follows a white-glove, direct advisory model with personalized advisor assignment, and is complemented by a multi-channel marketing engine (content, webinars, podcasts, social, referrals, and earned media from Barron's, Wall Street Journal, Newsweek, and Wealthies).

The business model is fee-based wealth management under a quote-based, non-publicly-disclosed pricing structure, generating revenue primarily through advisory fees, investment management fees, tax preparation fees, and trustee service fees on assets and engagements under management. As of the available data, no standalone revenue figure for Glass Jacobson is disclosed; the entity operates as an absorbed regional practice within Mercer Advisors, which reports 430+ advisors firm-wide.

Name

Glass Jacobson Wealth Advisors

Legal name

Glass Jacobson Wealth Advisors

Website

https://glassjacobson.com

Company type

Private

Founded year

1962

Operating status

Acquired

Headcount range

11–50 employees

Short description

Glass Jacobson Wealth Advisors, acquired by Mercer Advisors, delivers integrated family office wealth management — financial planning, investment management, tax, estate, insurance, and trustee services — to high-net-worth individuals, families, business owners, and professionals in the Greater Washington D.C. region.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Investment Advice (6282)

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

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

Headquarters

HQ city

Owings Mills

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Distribution channels1 record

Marketing channels5 records

Core offering

Glass Jacobson Wealth Advisors delivers integrated wealth management through a family office structure, unifying financial planning, investment management, tax planning, estate planning, insurance solutions, and trustee services for high-net-worth individuals and families in the Greater Washington D.C. region. Services are delivered by hand-picked dedicated advisors backed by an institutional-grade investment platform managed by 100+ investment professionals within the Mercer Advisors network.

Product overview

Glass Jacobson Wealth Advisors operates as part of Mercer Advisors, offering a unified family office structure that integrates seven core service modules: Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, and Trustee Services. The firm provides these services through an institutional-grade platform managed by a team of 100+ investment professionals, combining boutique fiduciary service with national firm resources. The Owings Mills office specializes in serving local clients including C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and offers specialized solutions for retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning
• Investment Management
• Tax Planning & Preparation
• Estate Planning
• Insurance Solutions
• Trustee Services

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Mercer AdvisorscoreStrategic or Co-development PartnerGlass Jacobson Wealth Advisors was acquired by Mercer Advisors. The acquisition enabled Glass Jacobson clients to benefit from Mercer Advisors' expanded breadth of services, specialized personnel, institutional-grade investment infrastructure, and national firm resources, while retaining the white-glove boutique service qualities of the local advisory practice.

Scale indicators1 record

Recent moves4 records

Expansion highlights5 records

Broad incumbents

• Edelman Financial Engines: National RIA offering financial planning, investment management, and wealth advisory services to HNW individuals, with strength in employer-sponsored retirement plan advisory. Comparable integrated wealth offering at national scale.
• Fisher Investments: Large privately-held investment management firm serving HNW individuals and institutional clients with discretionary portfolio management. Comparable in targeting affluent households, though more portfolio-centric than Glass Jacobson's family office model.
• Bessemer Trust: Multi-family office serving UHNW families with integrated investment management, wealth planning, and family office services. Comparable in providing fiduciary wealth advisory to affluent multi-generational families, though focused on a higher wealth tier.
• Brown Brothers Harriman Wealth Management: Private banking and wealth management division of BBH offering integrated investment management, estate planning, and fiduciary services to HNW and UHNW families. Comparable in combining trust, investment, and wealth planning under a fiduciary umbrella for multi-generational clients.
• Mercer Advisors: Parent company of Glass Jacobson Wealth Advisors. National RIA with 430+ advisors and 100+ investment professionals offering the same integrated family office platform (financial planning, investment management, tax, estate, insurance, trustee services) to HNW clients nationwide. Most relevant peer as it defines the operating model Glass Jacobson now executes within.

Direct peers

• Focus Financial Partners: Partnership of independent wealth management firms serving HNW clients, providing fiduciary investment advisory, financial planning, and tax services. Comparable as an aggregator model for boutique RIA firms targeting affluent households.
• Carson Group: National wealth management firm providing financial advisors with integrated business support including investment management, marketing, and coaching. Targets HNW households and operates a comparable partner-advisor model with centralized investment platforms.
• Hightower Advisors: National RIA platform serving HNW individuals, families, and institutions through a network of partner advisor firms. Comparable in being a roll-up platform offering integrated wealth management, investment, and planning services to affluent clients.
• Mariner Wealth Advisors: National RIA providing comprehensive wealth advisory, tax, estate planning, and investment management to HNW clients and families. Operates a similar integrated advisory model with regional offices serving affluent U.S. markets.
• Creative Planning: Large national RIA offering unified wealth management, tax, estate, and investment services to HNW individuals and families. Directly comparable in offering integrated family office services through a national advisor network, competing for the same HNW client segment.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks4 records

Key highlights7 records

Customer concentration

• Xx.com/glassjacobson
• Facebookfacebook.com/glassjacobson
• LinkedInlinkedin.com/company/glass-jacobson

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Glass Jacobson Wealth Advisors