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

Revenue & Financials

  • Mercer Advisors's revenue is currently $68M per year.
  • Mercer Advisors's revenue per employee is $200531
  • Mercer Advisors's total funding is $8.7M.

Employee Data

  • Mercer Advisors has 339 Employees.
  • Mercer Advisors grew their employee count by 17% last year.
  • Mercer Advisors currently has 11 job openings.

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

339

Number of Employees

$68M

Revenue (est)

11

Current Jobs

17%

Employee Growth %

$8.7M

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

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Mercer Advisors News

7-Mar-19 - Mercer Advisors acquires $240 million Confluence Financial Advisors

Mercer Global Advisors has acquired Confluence Financial Advisors, a Boulder, Colo.-based registered investment adviser managing

19-Feb-19 - Mercer Advisors acquires $350 million Arbor Asset Management

Mercer Global Advisors has aquired Arbor Asset Management, a registered investment adviser located in Ann Arbor, Mich., that manages

21-Feb-19 - Mercer Advisors Acquires Yet Another Firm

Mercer Global Advisors continues its aggressive expansion via acquisitions, most recently adding a wealth management practice in Michigan,

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