Alaris

Mercer Advisors

Denver, CO

Website:

https://www.merceradvisors.com/

147363

Go to new profile

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 - IWS

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

Private Residence Greenwich CT

Private Residence Boca Raton FL

Private Residence Dallas TX

Private Residence Phoenix AZ

Private Residence Stamford CT

Private Residence Tampa FL

Private Residence Mesa AZ

Private Residence Akron OH

Private Residence Chicago IL

Private Residence Fenton MI

Private Residence Pittsburgh PA

Private Residence San Diego CA

9740 Appaloosa Rd Ste 150 San Diego CA 92131

750 Barksdale Rd Newark DE 19711

Private Residence Los Angeles CA

10 Scottfield Rd Ste 1450 Allston MA 2134

Private Residence Newport Beach CA

2202 NW Shore Blvd Ste 200 Tampa FL 33607

131 4th St W Ste 320 Ketchum ID 83340

965 Post Rd E Westport CT 6880

2500 N Military Trl Ste 306 Boca Raton FL 33431

2008 Stephenson Ave SW Roanoke VA 24014

8500 Normandale Lake Blvd Ste 950 Minneapolis MN 55437

1104 W Meseto Ave Mesa AZ 85210

201 S College St Ste 2250 Charlotte NC 28244

11 10th Ave Kirkland WA 98033

8500 Normandale Lake Blvd Minneapolis MN 55437

100 Pringle Ave Ste 310 Walnut Creek CA 94596

620 Newport Center Dr Ste 1030 Newport Beach CA 92660

1 Merwin Ave Milford CT 6460

125 Plantation Centre Dr S Macon GA 31210

590 W Centre Ave Portage MI 49024

67 E Park Pl Morristown NJ 7960

100 Pine St Ste 2125 San Francisco CA 94111

122 E 42nd St New York NY 10168

736 N Hudson Ave Chicago IL 60654

10655 NE 4th St Ste 810 Bellevue WA 98004

5000 Meridian Blvd Ste 530 Franklin TN 37067

313 5th St Ste 101 Ames IA 50010

9200 Montgomery Rd Cincinnati OH 45242

8180 Greensboro Dr Ste 1010 McLean VA 22102

10245 Centurion Pkwy N Ste 106 Jacksonville FL 32256

4660 La Jolla Village Dr Ste 700 San Diego CA 92122

100 Tyler Sq Ste 6 Covington LA 70433

5850 Colleyville Blvd Ste 110 Colleyville TX 76034

3741 Douglas Blvd Ste 130 Roseville CA 95661

115 Sansome St Ste 1102 San Francisco CA 94104

475 N Martingale Rd Ste 300 Schaumburg IL 60173

18 Crow Canyon Ct Ste 250 San Ramon CA 94583

5550 Topanga Canyon Blvd Ste 350 Woodland Hills CA 91367

2600 Westown Pkwy Ste 346 West Des Moines IA 50266

339 Lowell Ln E Lafayette CA 94549

1 Bradley Rd Ste 902 Woodbridge CT 6525

10 Glenlake Pkwy NE Ste 150 Atlanta GA 30328

1715 Oakmont Ln Orlando FL 32804

923 Haddonfield Rd Ste 300 Cherry Hill NJ 8002

5348 Carroll Canyon Rd Ste 200 San Diego CA 92121

16150 Main Circle Dr Ste 115 Chesterfield MO 63017

440 Montford Ave Asheville NC 28801

5726 Fayetteville Rd Ste 202 Durham NC 27713

607 Commons Dr Gallatin TN 37066

83 Halls Rd Ste 201 Old Lyme CT 6371

5613 DTC Pkwy Ste 650 Englewood CO 80111

8117 Preston Rd Ste 700 Dallas TX 75225

412 S 14th St Ponca City OK 74601

1837 E Main St Onalaska WI 54650

5555 San Felipe St Ste 200 Houston TX 77056

1256 E Kingsley St Springfield MO 65804

5005 Lyndon B Johnson Fwy Ste 1410 Dallas TX 75244

6201 Fairview Rd Ste 200 Charlotte NC 28210

3748 Winterfield Rd Midlothian VA 23113

102 S Jackson St Starkville MS 39759

2985 Voyager Dr Green Bay WI 54311

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

See less

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!

Oops! Something went wrong while submitting the form.

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Advisor Value Proposition

Business Enhancements

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum. Curabitur pretium tincidunt lacus. Nulla gravida orci a odio. Nullam varius, turpis et commodo pharetra, est eros bibendum elit, nec luctus magna felis sollicitudin mauris.

Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management