Mercer Advisors | Company Profile - Revenue, Headcount, Tech Stack, Contacts
Mercer Advisors is an independent registered investment advisory firm based in Denver, Colorado, founded in 1985.
Industry & Market
Funding Information
Headcount Distribution
By Department
Department Breakdown
Keywords & Focus Areas
Overview
Mercer Advisors is an independent registered investment advisory firm based in Denver, Colorado, founded in 1985. The company specializes in comprehensive wealth management and financial planning services for mass-affluent and high-net-worth families, as well as institutional clients. With approximately $70 billion in client assets, it operates nationally through over 100 locations and employs more than 1,190 professionals.
The firm offers a variety of services, including fee-based investment management, financial planning, family office services, retirement benefits planning, estate and tax planning, insurance solutions, and corporate trustee services. It is recognized as the top Registered Investment Advisor firm in the nation by Barron's 2024 Top 100 RIA Firms, emphasizing a fiduciary approach and employing qualified professionals such as Certified Financial Planners, Chartered Financial Analysts, and Certified Public Accountants to provide tailored financial strategies.
Key Metrics
Get Complete Company Metrics
Dive deeper into employee structure, funding, revenue, and key performance indicators all in one place.
Contact
Technology Stack
Analytics & Tracking
Social & Marketing
Database & Backend
Cloud & Infrastructure
Productivity
Compare similar companies to Mercer Advisors
Compare insights from companies similar to Mercer Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
| Company Name | Revenue | No. of Employees | Type | Funding | Founded In | Top Executive |
|---|---|---|---|---|---|---|
| xxxxxx | $97329 | 133 | Private | - | 9894 | xxx |
| xxxxxxx | $74782 | 87 | Private | - | 3710 | xxxxxxxxxx |
| xx | $32187 | 147 | Private | - | 578 | xxx |
| xx | $56468 | 62 | Private | - | 1933 | xxxxxxxx |
| xx | $9891 | 40 | Private | - | 1670 | xxxxxxxxxx |
Discover Similar Companies Instantly
Explore detailed insights and analysis on companies related to your search.
Community
