ClearRock Capital, LLC
ClearRock Capital, LLC (operating as Mercer Advisors) is a U.S. national wealth management firm serving high-net-worth individuals, families, professionals, business owners, and institutions with integrated financial planning, investment management, tax, estate, and insurance services delivered through 1,620 team members, 430+ advisors, and 110+ regional offices managing or advising on $110B in client assets.
- Company typePrivate
- Founded1985
- HeadquartersOakland, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What ClearRock Capital, LLC does
ClearRock Capital, LLC is the entity under analysis; the underlying operating business profiled in the source data is Mercer Advisors (legal entity: Mercer Global Advisors, Inc.), a U.S. national wealth management firm headquartered across a network of 110+ regional offices. The firm provides integrated wealth management services to high-net-worth individuals and a range of adjacent client segments including families, business owners and executives, professionals (physicians, dentists, attorneys, corporate executives, etc.), clients with unique assets, business retirement plans, and endowments/foundations. Core solutions span financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services, delivered through a unified in-house team of 430+ advisors, 100+ investment professionals, and 1,620 total team members.
The business model is fee-based and recurring, anchored in investment management fees and financial planning services billed on a subscription basis, with tax preparation and filing as a separate professional-services fee stream. Distribution is direct-to-client via an enterprise field-sales motion: prospects self-identify investable assets at one of six tiers (from under $500,000 to $25 million+) before being matched with a hand-picked advisor. The firm operates through a multi-entity corporate structure including Mercer Advisors Private Asset Management, Inc. (discretionary management for affiliated private funds), Mercer Advisors Tax Services LLC, Heim, Young and Associates, Inc. d/b/a MA Brokerage Solutions (a FINRA/SIPC broker/dealer), and Mercer Advisors Insurance Services LLC d/b/a MAIS (an insurance agency). The technology backbone is described as institutional-grade portfolio management with 100+ investment professionals, complemented by a client portal for account access and document retrieval; no proprietary AI/ML capabilities are disclosed.
Mercer Advisors has been operating since 1985 and manages or advises on $110B in client assets (as of 5/31/26). Its market positioning is reinforced by repeat top-tier industry recognition, including #1 RIA Firm by Barron's in 2024 and 2025, Best Overall Financial Advisory Firm for High-Net-Worth Individuals 2026 by WSJ Buy Side, a 5-Star ranking on Newsweek's America's Top Financial Advisory Firms 2026, and inclusion in the inaugural CNBC Elite Advisors list for ultra-high net worth firms in 2026. The firm emphasizes a fiduciary, boutique-with-national-strength positioning and targets HNW clients seeking a single coordinated provider for investments, tax, estate, insurance, and planning needs.
ClearRock Capital, LLC firmographics
Firmographics- Name
- ClearRock Capital, LLC
- Legal name
- Mercer Global Advisors, Inc.
- Website
- https://clearrockcapital.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- ClearRock Capital, LLC (operating as Mercer Advisors) is a U.S. national wealth management firm serving high-net-worth individuals, families, professionals, business owners, and institutions with integrated financial planning, investment management, tax, estate, and insurance services delivered through 1,620 team members, 430+ advisors, and 110+ regional offices managing or advising on $110B in client assets.
- Ownership category
- akta.pro rank
ClearRock Capital, LLC industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where ClearRock Capital, LLC is headquartered
LocationHeadquarters
- HQ city
- Oakland
- HQ country
- United States
- HQ region
- North America
Offices14 records
Markets served
ClearRock Capital, LLC business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Investment Management Fees: Fees for managing investment portfolios for clients
- Financial Planning Services: Comprehensive financial planning services including retirement, tax, estate, and insurance planning
- Tax Preparation and Filing: Tax preparation and tax filing services (separate fee from investment management and planning services)
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard wealth management services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels6 records
ClearRock Capital, LLC product offering
Product offeringCore offering
ClearRock Capital, LLC provides comprehensive wealth management services including financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services, delivered through a unified in-house team of 430+ advisors and 100+ investment professionals. The firm manages $110B in client assets and serves high-net-worth individuals, families, professionals, business owners, and select organizational clients such as business retirement plans and endowments/foundations across 110+ U.S. regional offices.
Product overview
Mercer Advisors is a unified wealth management platform offering integrated financial planning, investment management, tax, estate, insurance, and trustee services through a network of 430+ advisors and 1,620 team members. The core offerings include Financial Planning, Investment Management (institutional-grade portfolios managed by 100+ investment professionals), Tax Planning & Preparation, Estate Planning, Insurance Solutions, and Trustee Services. Specialty solutions extend across retirement planning, family and health situations, women and wealth, profession-specific planning, work and business transitions, and unique assets management. The company operates as a boutique fiduciary with national strength, combining intimate service with sophisticated capability while only acting in clients' best interest.
Differentiator
Problem solved
Functional benefit
Quantifiable outcome
- 4.9 rating based on 180+ client reviews
Companies that use ClearRock Capital, LLC
Customer profileNamed customers5 records
Segments7 records
Ideal customer profiles4 records
ClearRock Capital, LLC technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
ClearRock Capital, LLC partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor.
- CFP BoardminorMercer Advisors employs CFP professionals who hold the Certified Financial Planner designation. CFP Board owns the CFP certification mark and authorizes use by individuals who successfully complete CFP Board's certification requirements.
- CFA InstituteminorMercer Advisors employs CFA charterholders. CFA Institute owns the CFA and Chartered Financial Analyst registered trademarks.
- FINRA/SIPCminorMercer Advisors affiliated broker/dealer Heim, Young and Associates, Inc. (MA Brokerage Solutions) is a member of FINRA/SIPC for securities regulation and protection.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
ClearRock Capital, LLC competitors and assessment
Company assessmentDirect peers
- Bessemer Trust: A private, family-owned wealth management and investment advisory firm focused on UHNW families and foundations with $100B+ AUM — highly comparable in fiduciary model, integrated planning/tax/estate capabilities, and family-office-style service, though more concentrated at the ultra-high end.
- Glenmede: A private wealth and investment management firm serving HNW families, foundations, and endowments with fiduciary advisory, trust, and planning services — comparable in private/fiduciary model, integrated planning capabilities, and family/multigenerational wealth focus.
- Raymond James Wealth Management: The wealth management division of Raymond James Financial serving HNW clients through a national advisor network — comparable in advisor-led service model, financial planning integration, and broad specialty offerings across retirement, tax, and estate.
- Cresset Capital: A boutique family office and private wealth firm serving HNW/UHNW entrepreneurs and executives with integrated investment, tax, estate, and family-office services — directly comparable 'boutique fiduciary with national strength' positioning and entrepreneur-focused client base.
- Edward Jones: A major U.S. wealth management and investment advisory firm with thousands of branch offices serving individuals and families — comparable in national physical footprint, advisor-led model, and full-service financial planning offerings, though serving a broader mass-affluent base.
- Morgan Stanley Wealth Management: Morgan Stanley's wealth management division serves HNW/UHNW clients across the U.S. with financial planning, investment management, and lending — comparable scale, national office footprint, and integrated services make it a direct competitor for advisory talent and HNW households.
- Mariner Wealth Advisors: A large, national RIA offering unified financial planning, investment management, tax, and estate services to HNW families — comparable in business model, advisor-led high-touch approach, multi-affiliate corporate structure, and aggressive M&A-driven growth strategy.
- Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive wealth management, tax, estate, and financial planning to HNW clients nationally — comparable in integrated service model, scale (multi-hundred-billion AUM), and full-service fiduciary positioning.
- Goldman Sachs Private Wealth Management: Goldman Sachs's UHNW-focused private wealth management arm serves HNW/UHNW clients with integrated investment advisory, trust, and estate services — directly comparable to Mercer Advisors' HNW focus and unified service model, though with deeper investment banking capabilities and a more institutional tilt.
Broad incumbents
- Focus Financial Partners: A leading partnership of independent wealth management firms serving HNW/UHNW clients, providing scale, technology, and capital to member RIAs — broadly comparable through its HNW focus and integrated wealth services, though operating a partnership-of-firms model rather than a single brand.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
ClearRock Capital, LLC social profiles
Digital presenceClearRock Capital, LLC compliance and trust
Trust signalCompliance3 records
ClearRock Capital, LLC financial estimates
Financial estimateRevenue estimate
Valuation estimate
ClearRock Capital, LLC leadership team
Management profileNumber of profiles
ClearRock Capital, LLC subsidiaries and ownership
Company hierarchySubsidiaries4 records
ClearRock Capital, LLC funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
ClearRock Capital, LLC 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 ClearRock Capital, LLC
What does ClearRock Capital, LLC do?
ClearRock Capital, LLC provides comprehensive wealth management services including financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services, delivered through a unified in-house team of 430+ advisors and 100+ investment professionals. The firm manages $110B in client assets and serves high-net-worth individuals, families, professionals, business owners, and select organizational clients such as business retirement plans and endowments/foundations across 110+ U.S. regional offices.
Is ClearRock Capital, LLC a public or private company?
ClearRock Capital, LLC is a private company. It is classified as unknown and is currently operating.
When was ClearRock Capital, LLC founded?
ClearRock Capital, LLC was founded in 1985. It employs 1 to 10 people.
Where is ClearRock Capital, LLC based?
ClearRock Capital, LLC is headquartered in Oakland, United States, in the North America region.
How does ClearRock Capital, LLC make money?
Three revenue lines are on record. Investment Management Fees are the primary driver. The others are financial Planning Services and tax Preparation and Filing.
Who are ClearRock Capital, LLC's main competitors?
Direct peers on record are Bessemer Trust, Glenmede, Raymond James Wealth Management, Cresset Capital, Edward Jones, Morgan Stanley Wealth Management, Mariner Wealth Advisors, Creative Planning and Goldman Sachs Private Wealth Management. Focus Financial Partners is listed as a broad incumbent.
Does ClearRock Capital, LLC have an API?
No public API is recorded for ClearRock Capital, LLC.
What industry is ClearRock Capital, LLC in?
ClearRock Capital, LLC's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 52394 and its SIC code is 6282.