Murray & Co.
Mercer Advisors is a US-based, SEC-registered RIA founded in 1986 that delivers integrated wealth management, including financial planning, tax, investment management, estate, insurance, and trustee services, to high-net-worth and ultra-high-net-worth individuals and families through 430+ advisors across 110+ regional offices managing $110 billion in client assets.
- Company typePrivate
- Founded1986
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Murray & Co. does
Mercer Advisors (legal entity Mercer Global Advisors, Inc.) is a US-based, privately held registered investment adviser founded in 1986 that provides integrated wealth management services to high-net-worth and ultra-high-net-worth individuals, families, business owners, corporate executives, and specialty professional groups. The firm operates through a national network of 110+ regional offices and 430+ advisors, supported by 1,620 total team members, and reports $110 billion in client assets under management and advisement as of 5/31/26. It has been ranked #1 by Barron's among non-mega RIA firms in 2024 and 2025 and was named Best Overall Financial Advisory Firm for HNW Individuals by The Wall Street Journal Buy Side for 2026.
The firm's core offering is a unified, in-house team model that combines financial planning, tax planning and preparation, investment management, estate planning, insurance solutions, and trustee services delivered through a single coordinated advisor relationship. Investment management is described as institutional-grade and is staffed by 100+ investment professionals rather than a single advisor. The integrated stack is supported by wholly owned subsidiaries: Mercer Advisors Tax Services LLC for tax, Heim, Young and Associates, Inc. (also known as MA Brokerage Solutions, FINRA/SIPC) for brokerage, Mercer Advisors Insurance Services LLC (MAIS) for insurance, and Mercer Advisors Private Asset Management, Inc. for discretionary management of affiliated private funds. Specialty verticals address specific client segments including Women & Wealth, Professions (pilots, physicians, athletes, federal employees, dentists, tech founders, creative professionals, etc.), Retirement, Family & Health, Work & Business, Unique Assets, Business Retirement Plans, and a dedicated Endowment & Foundation Services platform for nonprofits.
Mercer Advisors generates revenue primarily through recurring subscription-style advisory fees on client assets, with separate fees for tax preparation and tax filing; pricing is quote-based with a stated minimum investable-asset threshold of $500,000 and tiering up to $25 million+. The go-to-market motion is an enterprise field-sales model anchored by the 110+ regional offices across the Northeast, Midwest, Southeast, Southwest, and West, supplemented by an online advisor directory, a referral program, content marketing, and earned media from industry rankings. The firm is privately held; no parent company, funding rounds, or investor ownership are disclosed in the source material.
Murray & Co. firmographics
Firmographics- Name
- Murray & Co.
- Legal name
- Mercer Global Advisors, Inc.
- Website
- https://murrayandco.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Mercer Advisors is a US-based, SEC-registered RIA founded in 1986 that delivers integrated wealth management, including financial planning, tax, investment management, estate, insurance, and trustee services, to high-net-worth and ultra-high-net-worth individuals and families through 430+ advisors across 110+ regional offices managing $110 billion in client assets.
- Ownership category
- akta.pro rank
Murray & Co. industry classification
Industry- Product category
- Wealth Management
- NAICS
- Funds, Trusts, and Other Financial Vehicles (525), Trusts, Estates, and Agency Accounts (525920)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Private Client/High-Net-Worth Advisory (FSAEAAAN)
- akta.pro secondary industries
- Private Banking & UHNW Wealth Advisory (FSAEABAC), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF), Family Office Trust & Fiduciary Services (FSAEAKAF), Fiduciary Investment Management (Trust Portfolios) (FSAEAKAI)
Keywords
Where Murray & Co. is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices41 records
Markets served
Murray & Co. business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Wealth Management Advisory Services: Comprehensive wealth management services including financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and trustee services. Services are tailored to individual client needs with white-glove service delivery.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Minimum investable assets threshold of $500,000+ |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
Murray & Co. product offering
Product offeringCore offering
Murray & Co. is a national, fee-only, fiduciary wealth management firm that delivers integrated financial planning, investment management, tax, estate, insurance, and trustee services to high-net-worth and ultra-high-net-worth individuals, families, business owners, and select institutional clients. The firm combines a single, unified team of advisors with in-house institutional portfolio management to provide holistic, ongoing wealth advisory under one roof.
Product overview
Mercer Advisors operates as a unified wealth management platform offering integrated financial services through a coordinated team of advisors, planners, investors, accountants, and estate specialists. The company provides six core services (Financial Planning, Tax Planning & Preparation, Investment Management, Estate Planning, Insurance Solutions, and Trustee Services) supported by a suite of specialty solutions addressing specific life stages and professional groups (Retirement, Family & Health, Women & Wealth, Professions, Work & Business, and Unique Assets). Additional services include Business Retirement Plans for corporate clients and Endowment & Foundation Services for nonprofits. The firm manages $110B in client assets across 110+ regional offices with 1,620 team members, serving clients through a boutique fiduciary model with national scale.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Wealth Management A holistic wealth advisory service combining financial planning, investment management, tax planning, estate planning, insurance, and trustee services for high-net-worth individuals and families. Delivered by a single unified team of advisors serving as a fiduciary on a fee-only basis.
- Investment Management Institutional-grade portfolio management delivered in-house by 100+ investment professionals, integrated directly with the firm's financial planning and tax services for personal clients.
- Financial Planning Goal-based, ongoing financial planning covering cash flow, retirement, education, risk management, and other life-stage objectives, delivered by the firm's unified advisor team.
- Tax Planning & Preparation Integrated tax planning and preparation services coordinated with the firm's investment and estate planning teams to optimize after-tax outcomes for individual and trust clients.
- Estate Planning Estate and legacy planning covering wills, trusts, beneficiary structures, and multigenerational wealth transfer, integrated with the firm's tax and investment management services.
- Insurance Services Insurance planning, review, and risk-management advisory to align coverage with overall wealth, estate, and business goals of clients.
- Trustee Services Corporate and individual trustee services in which the firm administers trusts on behalf of clients, providing ongoing fiduciary oversight of trust assets and distributions.
- Concentrated Stock Solutions Specialty wealth advisory solution for clients with concentrated stock positions, providing diversification strategies, hedging, and tax-aware disposition planning.
- 10b5-1 Plans Specialty solution for corporate executives and insiders implementing Rule 10b5-1 plans to facilitate compliant, pre-scheduled trading of company stock.
- Business Transition Planning Specialty solution for business owners planning the sale, transition, or succession of a closely held business, integrating personal wealth, tax, and estate planning considerations.
- Family Office Services Family-office-style coordination and concierge services for ultra-high-net-worth families, integrating investment, tax, estate, trustee, and lifestyle/coordination services.
- Business Retirement Plans (401(k), 403(b), Defined Benefit, ESOP) Fiduciary investment management and advisory for employer-sponsored retirement plans, including 401(k), 403(b), defined benefit, and ESOP plans, offered to business clients under the firm's Business Solutions umbrella.
- Endowments & Foundations Investment management and advisory services for nonprofit endowment and foundation portfolios, including investment policy statement development, spending policy guidance, and ongoing portfolio oversight.
Quantifiable outcome
- 4.9/5.0 client satisfaction rating based on 180 reviews
Companies that use Murray & Co.
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Murray & Co. technology and API
TechnologyAPI detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Murray & Co. partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights6 records
Murray & Co. competitors and assessment
Company assessmentDirect peers
- Wealth Enhancement Group: Public-traded (WEF) RIA platform with a roll-up strategy focused on advisor recruitment and integrated wealth management for HNW clients. Directly comparable acquisition-driven growth and service model.
- Fisher Investments: Large private RIA primarily serving HNW clients with discretionary portfolio management. Comparable scale, private ownership, and HNW target market, though more investment-only.
- Edelman Financial Engines: Large US RIA combining financial planning with investment management, including a strong workplace/retirement-plan channel. Comparable comprehensive planning and HNW client base.
- Focus Financial Partners: Partnership model for independent RIAs serving HNW/UHNW clients; provides back-office and capital support while preserving local advisor brands. Comparable scale, client focus, and growth via advisor affiliation.
- Carson Group: RIA platform serving financial advisors and their HNW clients with integrated wealth management, coaching, and back-office services. Comparable multi-advisor wealth management focus.
- Mariner Wealth Advisors: National RIA platform providing comprehensive wealth management to HNW/UHNW families, with integrated tax, estate, and investment services. Closely comparable in service breadth, advisor-driven model, and scale.
- Creative Planning: Large, nationally scaling RIA serving HNW/UHNW clients with unified financial planning, investment management, tax, and estate services. Highly comparable in business model, target client, and growth strategy via advisor recruiting and acquisitions.
Broad incumbents
- LPL Financial: Largest US independent broker-dealer and RIA custodian supporting thousands of advisors serving mass-affluent through HNW clients. Adjacent incumbent whose advisors compete for the same client segments.
- Cetera Financial Group: Large broker-dealer and RIA platform serving independent advisors and their HNW clients across the US. Overlaps Mercer's HNW advisory focus but operates a broader, multi-channel model.
- Raymond James Wealth Management: Diversified wealth management and investment services firm with a substantial HNW/UHNW advisor network and integrated financial planning. Comparable client segment, broader product breadth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Murray & Co. social profiles
Digital presenceMurray & Co. compliance and trust
Trust signalCompliance3 records
Murray & Co. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Murray & Co. leadership team
Management profileNumber of profiles
Murray & Co. subsidiaries and ownership
Company hierarchySubsidiaries4 records
Murray & Co. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Murray & Co. 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 Murray & Co.
What does Murray & Co. do?
Murray & Co. is a national, fee-only, fiduciary wealth management firm that delivers integrated financial planning, investment management, tax, estate, insurance, and trustee services to high-net-worth and ultra-high-net-worth individuals, families, business owners, and select institutional clients. The firm combines a single, unified team of advisors with in-house institutional portfolio management to provide holistic, ongoing wealth advisory under one roof.
Is Murray & Co. a public or private company?
Murray & Co. is a private company. It is classified as unknown and is currently operating.
When was Murray & Co. founded?
Murray & Co. was founded in 1986. It employs 1 to 10 people.
Where is Murray & Co. based?
Murray & Co. is headquartered in Austin, United States, in the North America region.
How does Murray & Co. make money?
One revenue line is on record: wealth Management Advisory Services.
Who are Murray & Co.'s main competitors?
Direct peers on record are Wealth Enhancement Group, Fisher Investments, Edelman Financial Engines, Focus Financial Partners, Carson Group, Mariner Wealth Advisors and Creative Planning. Broad incumbents are LPL Financial, Cetera Financial Group and Raymond James Wealth Management.
Does Murray & Co. have an API?
No public API is recorded for Murray & Co..
What industry is Murray & Co. in?
Murray & Co.'s product category is Wealth Management. Its primary akta.pro industry code is FSAEAAAN, Private Client/High-Net-Worth Advisory, with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 525 and its SIC code is 6282.