Mercer Advisors Growth, Revenue, Number of Employees and Funding

Overview

Location:
Total Funding:$8.7M
Industry:Finance
Founded:1985
Lead Investor(s):N/A
Press

City Ranking

Industry Ranking

State Ranking

Growjo 10k Ranking

Estimated Revenue & Financials

  • Mercer Advisors's estimated revenue is currently $68M per year.
  • Mercer Advisors's estimated revenue per employee is $177958
  • Mercer Advisors's total funding is $8.7M.

Employee Data

  • Mercer Advisors has 382 Employees.
  • Mercer Advisors grew their employee count by 13% last year.
  • Mercer Advisors currently has 10 job openings.

Executive Contacts

NameTitle
John SillettoSenior Vice President, Investment Strategist
Bari ZahnManaging Director
Dave HamanRegional Vice President
Bryan PowersRegional Vice President
David BartonPresident & CEO
Vijimeena ShanmugamChief Technology Officer
Benjamin KautzManaging Director
Jeff KacalManaging Director
Laura CombsClient Advisor & Regional Director
Will MannonExecutive Vice President, National Sales Director

What Is Mercer Advisors?

Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial planning, investment management, asset protection and risk management, estate, tax, and legacy planning, retirement plan design and administration, and family wealth office services. These services are delivered holistically, rooted in the latest academic and industry findings, customized to the specific needs of each client, and delivered with a fiduciary standard of care. Our mission is to help people lead fulfilling lives by providing objective, timely advice within the context of their unique dreams and desires.

keywords:Finance

382

Number of Employees

$68M

Revenue (est)

10

Current Jobs

13%

Employee Growth %

$8.7M

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

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Mercer Advisors News

07-Sep-19 - Mercer Advisors Acquires Sage Future Financial, LLC

DENVER, Sept. 5, 2019 /PRNewswire/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today ...

07-Sep-19 - Mercer Advisors buys $100m New Mexico RIA

Mercer Advisors continues to let the money flow for acquisitions even as the firm itself is up for sale. The Denver-based RIA said it is buying ...

07-Sep-19 - Genstar-backed Mercer Advisors buys Sage

Mercer Advisors, which is backed by Genstar Capital, has acquired Albuquerque, New Mexico-based Sage Future Financial LLC, a wealth ...

Mercer Advisors Executive Hires

DateNameTitleReference
2017-06-14Dave WellingChief Executive OfficerArticle
2019-03-27Kara DuckworthManaging Dir of Client ExperienceArticle

Mercer Advisors New Location/Offices

DateLocationReference
2017-05-09Stamford, CTArticle
2018-02-15Denver, COArticle

Mercer Advisors Acquisitions

DateCompany NameAmountNotesReference
2015-11-16Spruce Hill Capital, LLCArticle
2016-03-29Kanaly Trust CompanyArticle
2016-12-15Fabian Wealth StrategiesArticle
2017-02-14Duckworth Wealth AdvisorsArticle
2017-07-13Wealth Design Services IncArticle
2017-08-17Blue Moon Wealth Advisory LLCArticle
2017-09-11Ray Mignone & AssociatesArticle
2018-01-10Pinnacle Investment Management Inc.Article
2018-01-10Murray & Co. Asset ManagementArticle
2018-02-14GFS Private Wealth, LLCArticle
2018-03-06Traust SollusArticle
2018-11-06Beacon Wealth ManagementArticle
2018-11-13Sigma Investment Management CompanyArticle
2018-12-12Bell Wealth Management Inc.Article
2019-01-07Dragon Financial GroupArticle
2019-02-20Arbor Asset Management, LLCArticle
2019-03-08Confluence Financial Advisors LLCArticle