Traust Sollus Wealth Management

What Traust Sollus Wealth Management does

Traust Sollus Wealth Management is presented in the source material as a private U.S. registered investment advisor (operating detail confirms legal entity Mercer Global Advisors, Inc.) offering an integrated wealth management platform that combines financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services under a single in-house team model. The firm serves high-net-worth and ultra-high-net-worth households with a stated minimum of $500,000 in investable assets, with further tiered thresholds at $1.5M, $5M, $10M, and $25M. A 430+ advisor roster and dedicated 100+ investment professional team deliver institutional-grade portfolio management, while specialized practice areas cover niche professional and life-stage segments including airline pilots, physicians, business owners, corporate executives, tech founders, professional athletes, dentists, federal employees, and family businesses, among others. Underlying technology is described as an "integrated" advisory stack rather than a discrete software platform: proprietary aspects include the Unified Team Model that consolidates planning, investing, accounting, and estate strategy into one client-facing team. The firm does not disclose a self-developed technology product, AI/ML tooling, or APIs; differentiation is built on service integration and human expertise rather than software.

The business model is AUM- and AUA-based fees with annual billing cadence. Revenue accrues from investment management on assets under management and assets under advisement, with additional inflow from advisory agreements assigned through recent acquisitions. As of 5/31/26, client assets total $110B across 110+ regional offices spanning all major U.S. regions, supported by a 1,620-person team. Distribution is a high-touch, direct field-sales motion: dedicated advisors provide white-glove service to HNW/UHNW clients, supplemented by content marketing, an email newsletter, organic social, a podcast, and a client referral program. The firm's standing is reinforced by consecutive #1 RIA rankings from Barron's (2024 and 2025), the WSJ Buy Side Best Overall Financial Advisory Firm award (2026), a 5-Star ranking on Newsweek's 2026 list, and inclusion in the inaugural CNBC Elite Advisors list (2026).

Customer concentration risk is structurally low: the client base is highly fragmented across individual HNW/UHNW households and dozens of persona segments, with a $500K+ minimum that naturally disperses revenue across thousands of households rather than any single anchor account. Pricing is quote-based and not publicly disclosed beyond the minimum-asset threshold; fee rates are not stated in the source material. No parent company, institutional investor, or ownership structure is publicly identified; the firm operates through affiliated wholly owned subsidiaries covering tax services, insurance services, and a broker/dealer, but ultimate beneficial ownership is undisclosed.

Name

Traust Sollus Wealth Management

Legal name

Mercer Global Advisors, Inc.

Website

https://tswealth.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Short description

Traust Sollus Wealth Management (operating detail Mercer Global Advisors) is a private U.S. registered investment advisor offering integrated financial planning, investment management, tax, estate, insurance, and trustee services to high-net-worth and ultra-high-net-worth households with $500K+ investable assets, delivered via a unified in-house team across 110+ U.S. regional offices.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

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

Headquarters

HQ city

Princeton

HQ country

United States

HQ region

North America

Offices42 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 Management / AUM-based Fees: Revenue generated from assets under management (AUM) and assets under advisement (AUA) fees. Client assets refers to AUM and AUA as well as assets from recent acquisitions where advisory agreements have been assigned to the firm.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Traust Sollus Wealth Management provides integrated wealth management services for high-net-worth and ultra-high-net-worth households, combining financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services into a single unified offering delivered by an in-house team of advisors, planners, investors, accountants, and estate specialists. Services are supported by institutional-grade portfolio management by 100+ investment professionals, with a $500,000 minimum investable-asset threshold and additional tiered service levels at $1.5M, $5M, $10M, and $25M+. Specialty offerings include retirement planning, professions solutions (e.g., pilots, physicians, executives), women & wealth, work & business transitions, unique assets, business retirement plans, and endowment & foundation services.

Product overview

Mercer Advisors is a wealth management firm offering a unified, integrated suite of advisory services rather than a traditional software product. The core offering combines Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, and Trustee Services delivered by a unified in-house team of advisors, planners, investors, accountants, and estate strategists. Specialty solutions include Retirement Planning, Family & Health Solutions, Professions Solutions, Women & Wealth, Work & Business Solutions, and Unique Assets Management. Additional services extend to Business Retirement Plans and Endowment & Foundation Services for organizations.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services that help families amplify and simplify their financial lives, covering goals, budgeting, and long-term financial strategy.
• Tax Planning & Preparation Strategic tax planning and tax filing services to optimize tax efficiency across investments and financial plans.
• Investment Management Institutional-grade portfolio management tailored to individual needs, managed by a team of 100+ investment professionals.
• Estate Planning Estate planning services provided through select third parties to help clients manage wealth transfer and legacy planning.
• Insurance Solutions Insurance analysis and solutions to protect clients' financial security, offered through Mercer Advisors Insurance Services LLC.
• Trustee Services Trustee services offered through select third parties with whom clients engage directly for trust administration.
• Retirement Planning Specialized retirement planning services including planning for retirement, living in retirement, and relocating in retirement.
• Family & Health Solutions Targeted financial guidance for families and health situations including divorce, special needs dependents, dual career families, generational wealth, chronic health conditions, inherited wealth, LGBTQ+ individuals, and millennials.
• Professions Solutions Specialized wealth management for specific professions including airline pilots, business owners, corporate executives, creative professionals, dentists, federal employees, higher education professionals, physicians, professional athletes, professional investors, real estate agents, tech founders, and tech professionals.
• Women & Wealth Financial planning and wealth management services tailored for women including primary breadwinners, single women, women business owners, and widows.
• Work & Business Solutions Financial guidance for career and business transitions including career changes, family businesses, IPOs and liquidity events, and selling a business.
• Unique Assets Management Specialized management for unique asset holdings including concentrated stock positions.
• Business Retirement Plans Retirement plan services for businesses including 401(k) and other employer-sponsored retirement plans.
• Endowment & Foundation Services Specialized services for nonprofit organizations including endowments and foundations.

Quantifiable outcome

• 4.9 rating based on 180 reviews

Named customers4 records

Segments20 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Edelman Financial Engines: Large national RIA combining financial planning, investment management, and workplace advice. Comparable recurring-fee wealth management model and similar target segments including retirees and HNW households.
• Bessemer Trust: Private wealth and investment management firm focused exclusively on HNW and UHNW families with multi-generational planning needs. Overlaps directly with Mercer's family-office-style service offering at the higher end of the wealth spectrum.
• Creative Planning: One of the largest independent RIAs in the U.S., offering wealth management, tax, and estate planning to HNW individuals. Comparable scale, recurring AUM fee model, and broad suite of unified financial services make it a direct competitor.
• Carson Group: RIA and coaching platform serving independent advisors and their HNW clients. Competes in the same advisor-recruitment and wealth-management space with a unified service offering.
• Hightower Advisors: National RIA platform serving HNW/UHNW clients through a partnership model with comprehensive wealth planning services. Direct competitor for advisor recruiting and high-net-worth client acquisition.
• Focus Financial Partners: Partnership model RIA platform aggregating independent wealth management firms. Competes for advisor talent and acquires firms at scale, operating a similar recurring AUM fee model across a national footprint.
• Mariner Wealth Advisors: Large national RIA providing unified financial planning, investment management, tax, and estate services to HNW/UHNW households. Operates a similar advisor-driven, multi-subsidiary model at comparable scale and competes head-to-head for the same client profiles.
• Geneva Capital Partners: Privately held national RIA providing wealth management to HNW individuals with an integrated planning approach. Comparable in size, recurring AUM fees, and full-service positioning.

Broad incumbents

• Fisher Investments: Large private investment management firm serving HNW and institutional clients with portfolio-driven solutions. Comparable in scale and AUM-based recurring revenue but narrower on the integrated planning/estate/tax side.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of advisors with custody, technology, and compliance infrastructure. Indirect competitor/partner: many of its affiliated advisors compete for the same HNW clients, but LPL operates a much broader, less specialized platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

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

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

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 Traust Sollus Wealth Management