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Mercer Advisors

Denver, CO

Website:

https://www.merceradvisors.com/

147363

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Denver, CO

Website:

https://www.merceradvisors.com/

Leadership Interview

Company Details

Approximate AUM

$70,000,000,000

Fee model

Hybrid Legacy

Number of employees

1190

Custodians

Schwab

Fidelity

Raymond James

Description

Mercer Advisors was founded by Rick Mercer, a tax and estate attorney, in 1985, on the belief that many families would benefit from an integrated and unified approach to wealth management. From its inception, the firm has been unconditionally committed to work with clients “so that they do not have to worry about money.”

The client offering includes a unified in-house team for every client, including specialists in financial planning, investment management, tax, and estate planning; a hand-picked advisor who is focused on serving clients; not on finding new ones, and a customized institutional-grade portfolio.

Mercer Advisors has become a leading integrator, relying on the power of its platform to create enterprise scale for firms that join it. In 2017, Mercer Advisors committed to mergers and acquisitions as a key growth strategy. As of December 31, 2024, the firm had completed 96 acquisitions.

Locations

10245 Centurion Pkwy N Ste 160 Jacksonville FL 32256

Private Residence Evington VA

327 Plaza Real Ste 309 Boca Raton FL 33432

767 3rd Ave Fl 37 New York NY 10017

Private Residence Demarest NJ

698 NE 1st Ave Apt 2910 Miami FL 33132

12909 SW 68th Pkwy Ste 230 Portland OR 97223

33011 Outrigger Ct San Juan Capistrano CA 92675

1500 District Ave Ste 2068 Burlington MA 1803

67 E Park Pl Ste 700 Morristown NJ 7960

125 Plantation Centre Dr S Bldg 400 Macon GA 31210

412 Main St Ste 200 Franklin TN 37064

222 E Carrillo St Ste 400 Santa Barbara CA 93101

33 Lono Ave Ste 390 Kahului HI 96732

5555 Glenridge Connector Ste 825 Atlanta GA 30342

310 W Front St Ste 308 Traverse City MI 49684

Private Residence Hampton GA

121 SW Morrison St Ste 910 Portland OR 97204

7033 E Greenway Pkwy Ste 290 Scottsdale AZ 85254

Private Residence West Chicago IL

620 Center Dr Ste 1030 Newport Beach CA 92660

405 5th Ave S Fl 2 Naples FL 34102

4425 E Hwy 377 Ste 117 Granbury TX 76049

260 Regency Pkwy Dr Ste 113 Omaha NE 68114

5 NW Minnesota Ave Ste 220 Bend OR 97703

873 Santa Cruz Ave Ste 206 Menlo Park CA 94025

104 Lakeside Park Southampton PA 18966

224 Canyon Ave Ste 110 Fort Collins CO 80521

Private Residence Lake Havasu City AZ

4600 S Ulster St Ste 1050 Denver CO 80237

226 Gainesville Hwy Blairsville GA 30512

Private Residence Berkeley Heights NJ

600 N Cleveland Ave Westerville OH 43082

Private Residence Aubrey TX

Private Residence Peachtree City GA

800 State Hwy 248 Ste 2B Branson MO 65616

1200 17th St Ste 500 Denver CO 80202

2373 Oak Valley Dr Ste 110 Ann Arbor MI 48103

235 Montgomery St Ste 1020 San Francisco CA 94104

Private Residence Manakin Sabot VA

600 N Cleveland Ave Ste 140 Westerville OH 43082

201 W North River Dr Ste 380 Spokane WA 99201

375 Woodcliff Dr Ste 1C Fairport NY 14450

4905 Hamilton Blvd Allentown PA 18106

Private Residence Carpinteria CA

100 W Matsonford Rd Ste 4-200 Wayne PA 19087

Private Residence Ada MI

Private Residence White Plains GA

Private Residence Johns Island SC

Private Residence Merrick NY

600 Hwy 169 S Ste 1945 Minneapolis MN 55426

Private Residence Bryn Mawr PA

Private Residence Nokomis FL

Private Residence State College PA

3301 Tipton Ct Ste 14 Wilmington NC 28409

39209 6 Mile Rd Ste 210 Livonia MI 48152

2595 Canyon Blvd Ste 320 Boulder CO 80302

8614 Westwood Center Dr Ste 750 Vienna VA 22182

6310 San Vicente Blvd Ste 404 Los Angeles CA 90048

2701 Valestra Cir Oakton VA 22124

Private Residence Draper UT

Private Residence Asheville NC

Private Residence Fayetteville GA

Private Residence Gloucester MA

Private Residence Rocklin CA

555 N Point Ctr E Ste 510 Alpharetta GA 30022

122 E 42nd St Ste 2850 New York NY 10168

Private Residence Glendora CA

Private Residence Camas WA

Private Residence Jupiter FL

Private Residence Cumming GA

Private Residence Englewood CO

Private Residence Ooltewah TN

Private Residence Greensboro NC

Private Residence Brighton MI

Private Residence Appleton WI

122 SW Frank Phillips Blvd Ste C Bartlesville OK 74003

90 New Montgomery St Ste 1250 San Francisco CA 94105

122 E 42nd St Ste 2805 New York NY 10168

Private Residence Saint Petersburg FL

Private Residence Missoula MT

Private Residence Libertyville IL

1 Horizon Ct Ste A Rockwall TX 75032

1129 Northern Blvd Ste 404 Manhasset NY 11030

228 Beach Rd Belvedere Tiburon CA 94920

400 Interlake Dr Ste 200 Madison WI 53716

Private Residence Huntington Beach CA

7234 Lancaster Pike Ste 220A Hockessin DE 19707

901 S MO Pac Expy Ste 270 Austin TX 78746

4545 42nd St NW Ste 314 Washington DC 20016

Private Residence Edwardsville IL

Private Residence Aurora CO

Private Residence Woodstock IL

Private Residence Greenville NC

610 Main St Ste 15 Frisco CO 80443

Private Residence Los Gatos CA

Private Residence Seattle WA

Private Residence Santa Barbara CA

Private Residence Farmington Hills MI

Private Residence Austin TX

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Mortgage services

Banking

Executive Compensation Planning

Family Office Services

Exit Planning / Investment Banking Services

Corporate Trustee Services

Recent News

$70B Mercer Advisors taps Ted Motheral to co-lead M&A strategy

The acquisitive mega-RIA expects his legal expertise and deep deal advisory experience will strengthen its efforts to recruit partner advisor-owners.

Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group

Tennessee-based firm strengthens Mercer Advisors' Southeast presence

Mercer Advisors Expands Multi-Family Office Capabilities With the Addition of Waypoint Capital Advisors

Waypoint’s UHNW practice grows Mercer Advisors footprint in Minneapolis

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Match confidence

N/a

video Overview

Getting started

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

Match confidence

N/a

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

Match confidence

N/a

video Overview

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00:53

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Data Room

Investment Management

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Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

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Show your interest

Ready to show your interest to the buyer?

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Mortgage services

Banking

Executive Compensation Planning

Family Office Services

Exit Planning / Investment Banking Services

Corporate Trustee Services

Mercer Advisors

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Mercer Advisors's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Mercer Advisors

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Mercer Advisors's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Want to know your match confidence with this buyer?