Duckworth Wealth Advisors
- Company typePrivate
- Founded1985
- HeadquartersNewport Beach, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Duckworth Wealth Advisors firmographics
Firmographics- Name
- Duckworth Wealth Advisors
- Legal name
- Mercer Global Advisors Inc.
- Website
- https://duckworthwa.com
- Company type
- Private
- Founded year
- 1985
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Duckworth Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Discretionary Portfolio Management (Retail) (FSAAAAAH), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Duckworth Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Newport Beach
- HQ country
- United States
- HQ region
- North America
Offices41 records
Markets served
Duckworth Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Ongoing investment management and advisory services for client portfolios
- Financial Planning: Comprehensive financial planning services including retirement, estate, and tax planning
- Tax Planning and Preparation: Tax planning and preparation services offered through Mercer Advisors Tax Services LLC (separate fee from investment management)
- Insurance Solutions: Insurance products and solutions through Mercer Advisors Insurance Services LLC (MAIS)
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Entry-level wealth management for clients with investable assets starting below $500,000 |
| Subscription | Annual | High-net-worth clients with $500,000+ in investable assets |
| Subscription | Annual | Ultra-high-net-worth clients with $5 Million+ in investable assets |
| Subscription | Annual | Ultra-high-net-worth clients with $10 Million+ in investable assets |
| Subscription | Annual | Ultra-high-net-worth clients with $25 Million+ in investable assets |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Duckworth Wealth Advisors product offering
Product offeringCore offering
Duckworth Wealth Advisors delivers comprehensive wealth management services including financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services for high-net-worth individuals and families. The firm operates through a unified in-house team of advisors, planners, investment professionals, accountants, and estate specialists serving clients across multiple regional offices with a minimum investable asset threshold of $500,000+.
Product overview
Mercer Advisors offers a unified, full-service wealth management platform providing financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services as integrated core offerings. The platform is structured with six core products supported by specialty modules including Retirement Solutions, Family & Health Planning, Women & Wealth, Professions Solutions, Work & Business Planning, Unique Assets Management, Business Retirement Plans, and Endowment & Foundation Services. The firm emphasizes a family office approach delivered through a unified in-house team of over 430 advisors and 1,620 team members managing $110 billion in client assets across more than 110 regional offices nationwide.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning covering cash flow, budgeting, goal setting, and long-term financial strategy, delivered by a unified in-house team of advisors and planners.
- Investment Management Institutional-grade portfolio management tailored to individual client needs, managed by a team of 100+ investment professionals, incorporating asset allocation, diversification, and ongoing portfolio monitoring.
- Tax Planning and Preparation Strategic tax planning and tax preparation services integrated with financial planning to optimize tax efficiency across investment management and estate planning, offered through Mercer Advisors Tax Services LLC.
- Estate Planning Estate planning services coordinated with financial plans to manage wealth transfer, trusts, and legacy planning, delivered through select third-party legal providers.
- Insurance Solutions Insurance analysis and solutions including life, long-term care, and disability insurance, provided through Mercer Advisors Insurance Services LLC (MAIS), a wholly owned subsidiary.
- Trustee Services Trustee services offered through select third-party providers with whom clients engage directly, supporting trust administration and fiduciary responsibilities.
- Retirement Solutions Specialized retirement planning covering planning for retirement, living in retirement, and relocating in retirement, integrated with investment management and tax planning.
- Family and Health Planning Specialized financial guidance for family and health-related life events including divorce, special needs dependents, chronic health conditions, inherited wealth, LGBTQ+ families, dual career families, generational wealth, and millennials.
- Women and Wealth Wealth management services tailored to women including guidance for primary breadwinners, single women, women business owners, and widows.
- Professions Solutions Specialized advisory services 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.
- Work and Business Planning Financial planning for career transitions, family businesses, IPOs and liquidity events, and selling a business, addressing equity compensation and business sale proceeds.
- Unique Assets Management Specialized management for concentrated stock positions and other unique assets, providing strategies for diversification and risk management of non-traditional holdings.
- Business Retirement Plans Corporate retirement plan services for businesses including 401(k) and defined benefit plan advisory, supporting employers in managing retirement benefits for their workforce.
- Endowment and Foundation Services Wealth management services tailored for nonprofits, endowments, and foundations, provided through a dedicated platform.
Quantifiable outcome
- 4.9 out of 5.0 rating based on 180 client reviews
Companies that use Duckworth Wealth Advisors
Customer profileNamed customers1 record
Segments6 records
Ideal customer profiles3 records
Duckworth Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Duckworth Wealth Advisors partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights6 records
Duckworth Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Creative Planning: Creative Planning is one of the largest U.S. RIAs, serving HNW and UHNW clients with a unified wealth management platform that includes investment management, financial planning, tax, and estate services — closely mirroring Mercer's integrated service stack and national multi-office model.
- Carson Group: Carson Group is a large national RIA and coaching platform supporting HNW advisory teams with investment, planning, and back-office services — a comparable scale player competing for HNW households.
- Fisher Investments: Fisher Investments is a large private RIA managing portfolios for HNW individuals and institutions, directly comparable to Mercer's institutional-grade investment management and large AUM base.
- Mariner Wealth Advisors: Mariner is a national RIA serving HNW families with comprehensive financial planning, investment management, tax, and estate services across multiple U.S. offices, competing head-to-head with Mercer in the integrated HNW segment.
- Edelman Financial Services: Edelman Financial is a national RIA serving HNW and mass-affluent households with integrated financial planning, investment management, and tax services — comparable in service breadth and target client segment.
- Hightower Advisors: Hightower is a partnership-style RIA platform serving HNW clients through affiliated advisory teams across the U.S., comparable to Mercer's multi-office, team-based wealth management model.
Broad incumbents
- Focus Financial Partners: Focus is an RIA aggregator and partnership platform serving HNW clients through dozens of affiliated firms, representing the broader roll-up model that has shaped competitive dynamics for Mercer and similar scaled RIAs.
- Russell Investments: Russell Investments provides institutional and HNW investment management, consulting, and outsourced CIO services, broadly comparable in asset-management scale and institutional-grade portfolio capabilities.
- Charles Schwab Private Wealth Management: Schwab's Private Wealth Management segment serves HNW households with dedicated advisors and integrated planning/investment solutions, representing the broad incumbent competition Mercer faces from the wirehouse/custodial side.
Emerging players
- Vanguard Personal Advisor: Vanguard Personal Advisor combines digital portfolio management with human advisors at low fees, representing the hybrid robo-advisor model that pressures traditional RIAs like Mercer on price and younger-HNW acquisition.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Duckworth Wealth Advisors social profiles
Digital presenceDuckworth Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Duckworth Wealth Advisors leadership team
Management profileNumber of profiles
Duckworth Wealth Advisors subsidiaries and ownership
Company hierarchySubsidiaries4 records
Duckworth Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Duckworth Wealth Advisors 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 Duckworth Wealth Advisors
What does Duckworth Wealth Advisors do?
Duckworth Wealth Advisors delivers comprehensive wealth management services including financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services for high-net-worth individuals and families. The firm operates through a unified in-house team of advisors, planners, investment professionals, accountants, and estate specialists serving clients across multiple regional offices with a minimum investable asset threshold of $500,000+.
Is Duckworth Wealth Advisors a public or private company?
Duckworth Wealth Advisors is a private company. It is classified as unknown and is currently operating.
When was Duckworth Wealth Advisors founded?
Duckworth Wealth Advisors was founded in 1985. It employs 1 to 10 people.
Where is Duckworth Wealth Advisors based?
Duckworth Wealth Advisors is headquartered in Newport Beach, United States, in the North America region.
How does Duckworth Wealth Advisors make money?
Four revenue lines are on record. Investment Advisory Services are the primary driver. The others are financial Planning, tax Planning and Preparation and insurance Solutions.
Who are Duckworth Wealth Advisors's main competitors?
Direct peers on record are Creative Planning, Carson Group, Fisher Investments, Mariner Wealth Advisors, Edelman Financial Services and Hightower Advisors. Broad incumbents are Focus Financial Partners, Russell Investments and Charles Schwab Private Wealth Management. Vanguard Personal Advisor is listed as an emerging player.
Does Duckworth Wealth Advisors have an API?
No public API is recorded for Duckworth Wealth Advisors.
What industry is Duckworth Wealth Advisors in?
Duckworth Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.