Sector
Financial Services
owned
Since 2023
Leading national fiduciary wealth management firm
Mercer Advisors is a leading independent registered investment advisor managing $48 billion of assets for roughly 28,000 customers via approximately 900 employees. The company services mass-affluent and high-net-worth families as well as a range of institutional clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions including fee-based investment management, financial planning, family office services, retirement planning, estate and tax planning, insurance solutions, and trust-related services. The company was founded in 1985 and is headquartered in Denver, Colorado.
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