Mercer Asset Management
- Company typePrivate
- Founded-
- HeadquartersBainbridge Island, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Mercer Asset Management firmographics
Firmographics- Name
- Mercer Asset Management
- Legal name
- Mercer Asset Management
- Website
- http://mercerasset.com/
- Company type
- Private
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Mercer Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Estate Planning, Trust Structuring & Governance (FSAAADAF)
Keywords
Where Mercer Asset Management is headquartered
LocationHeadquarters
- HQ city
- Bainbridge Island
- HQ country
- United States
- HQ region
- North America
Markets served
Mercer Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
Revenue model
- Wealth Management Advisory Services: Likely generates revenue through advisory fees for wealth management services including financial planning, investment management, and retirement planning for high-net-worth clients.
Go-to-market motion1 record
Mercer Asset Management product offering
Product offeringCore offering
Mercer Asset Management is a wealth management advisory firm that provides asset allocation plans, special project analysis, financial planning, and advisory services to high-net-worth individuals and families. The firm delivers personalized investment management, retirement planning, and estate planning support through a founder-led, team-based model serving clients in the Pacific Northwest.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Allocation Plans
- Financial Planning Services
Companies that use Mercer Asset Management
Customer profileSegments1 record
Ideal customer profiles1 record
Mercer Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Mercer Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Winthrop WealthcoreDavid Mercer, founder of Mercer Asset Management, joined Winthrop Wealth as a wealth advisor along with his team. The team operates under Keel Financial Partners, which is part of Winthrop Wealth. This partnership expands Winthrop Wealth's presence in the Pacific Northwest.
Scale indicators1 record
Recent moves5 records
Mercer Asset Management competitors and assessment
Company assessmentBroad incumbents
- Winthrop Wealth: Acquirer and parent platform of Mercer Asset Management; a multi-office wealth management firm serving individuals and families. Directly relevant because Mercer has been absorbed into Winthrop's Keel Financial Partners division and now operates as part of its PNW footprint.
- Fisher Investments: One of the largest independent RIAs in the U.S., headquartered in the Pacific Northwest (Camas, WA) and serving HNW and institutional clients globally. Comparable as a PNW-anchored wealth manager competing for the same regional HNW client pool.
- Russell Investments: Global investment firm headquartered in Seattle, providing wealth and asset management solutions to advisors and institutions. Comparable given its Seattle base and wealth-management focus, though its primary audience is institutional and intermediary rather than direct HNW clients.
- Mariner Wealth Advisors: National RIA platform serving HNW clients with comprehensive wealth advisory services. Comparable as a scaled wealth advisory firm competing for the same HNW demographic Mercer serves.
- Hightower Advisors: National wealth management platform aggregating independent advisor teams. Comparable because Mercer has effectively joined a similar advisor-roll-up model via Winthrop/Keel, and Hightower competes for the same advisor and client pool.
- Edelman Financial Engines: Large national wealth advisory firm offering financial planning and investment management to households and individuals. Comparable as a scaled HNW/mass-affluent advisory competitor.
Direct peers
- Brighton Jones: Seattle-based, employee-owned RIA serving high-net-worth individuals with comprehensive financial planning, investment management, and tax services. A direct competitor given overlapping PNW geography and nearly identical advisory positioning to Mercer.
- Moss Adams Wealth Advisors: Wealth advisory practice affiliated with Moss Adams, the large Seattle-based CPA firm, serving HNW individuals and families with holistic financial planning and investment management. A direct competitor in the PNW HNW advisory segment.
Others
- Focus Financial Partners: Aggregator of independent RIAs and wealth advisory firms, similar to the Winthrop/Keel platform Mercer joined. Relevant as a model and competitive backdrop for advisor roll-ups in the HNW segment.
Regional players
- Wealth Enhancement Group: Independent RIA platform with significant Pacific Northwest presence serving HNW clients. Comparable because it competes in the same regional HNW segment and operates an advisor-aggregation model similar to Mercer's new home at Winthrop.
Market position
Strengths3 records
Weaknesses3 records
Competitive moat2 records
Key risks4 records
Key highlights4 records
Customer concentration
Mercer Asset Management social profiles
Digital presenceMercer Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Mercer Asset Management leadership team
Management profileNumber of profiles
Mercer Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Mercer Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Mercer Asset Management
What does Mercer Asset Management do?
Mercer Asset Management is a wealth management advisory firm that provides asset allocation plans, special project analysis, financial planning, and advisory services to high-net-worth individuals and families. The firm delivers personalized investment management, retirement planning, and estate planning support through a founder-led, team-based model serving clients in the Pacific Northwest.
Is Mercer Asset Management a public or private company?
Mercer Asset Management is a private company. It is classified as corporate owned and is currently acquired.
When was Mercer Asset Management founded?
Mercer Asset Management was founded in -1. It employs 1 to 10 people.
Where is Mercer Asset Management based?
Mercer Asset Management is headquartered in Bainbridge Island, United States, in the North America region.
How does Mercer Asset Management make money?
One revenue line is on record: wealth Management Advisory Services.
Who are Mercer Asset Management's main competitors?
Broad incumbents on record are Winthrop Wealth, Fisher Investments, Russell Investments, Mariner Wealth Advisors, Hightower Advisors and Edelman Financial Engines. Direct peers are Brighton Jones and Moss Adams Wealth Advisors. Focus Financial Partners is listed as an others. Wealth Enhancement Group is listed as a regional player.
Does Mercer Asset Management have an API?
No public API is recorded for Mercer Asset Management.
What industry is Mercer Asset Management in?
Mercer Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 52394 and its SIC code is 6282.