Mercer Advisors Revenue and Competitors



Total Funding



Estimated Revenue & Valuation

  • Mercer Advisors's estimated annual revenue is currently $290.2M per year.(i)
  • Mercer Advisors's estimated revenue per employee is $324,610
  • Mercer Advisors's total funding is $9M.

Employee Data

  • Mercer Advisors has 894 Employees.(i)
  • Mercer Advisors grew their employee count by 4% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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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.



Total Funding


Number of Employees


Revenue (est)


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Mercer Advisors News

2022-04-20 - Cathie Wood’s Flagship Fund Is Down 45% This Year. Money Is Still Flowing In.

Don Calcagni, chief investment officer at Mercer Advisors, which manages $40 billion, said investors may want to gradually move out of the...

2022-04-06 - Mercer Advisors Adds $140M RIA Firm in Missouri

Mercer Global Advisors says it has acquired a Chesterfield, Missouri-based registered investment advisor firm.

2022-04-06 - Mercer Advisors Acquires Convergent Wealth Management, LLC

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of...

2021-11-10 - Four Advisors from Mercer Advisors Named to Working Mother’s Top Wealth Advisor Moms List

We believe that having a diverse group of advisors helps us stay connected to the changing needs of today’s families, particularly during these pandemic times where personal advice and guidance is more important than ever. DENVER (PRWEB) November 10, 2021 Mercer Advisors Inc. (“Mercer Advisors ...

2021-10-26 - Mercer Advisors Recognized by Barron’s as a 2021 Top 100 RIA Firm

Our personal service model and comprehensive wealth management offering is fueling our growth and we look forward to continuing to invest in the firm to help even more investors reach their goals of economic freedom. DENVER (PRWEB) October 26, 2021 Mercer Advisors Inc. (“Mercer Advisors”), a n ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding