Mercer Advisors Competitors, Revenue and Alternatives
Estimated Revenue & Financials
- Mercer Advisors's estimated annual revenue is currently $68M per year.
- Mercer Advisors's estimated revenue per employee is $169,104
- Mercer Advisors's total funding is $8.7M.
- Mercer Advisors has 402 Employees.
- Mercer Advisors grew their employee count by 13% last year.
- Mercer Advisors currently has 4 job openings.
|Competitor Name||Revenue||Number of Employees||Employee Growth||Total Funding|
|Wells Fargo & C...||N/A||235446||N/A||N/A|
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
Number of Employees
Employee Growth %
|Brian Picariello||Senior Vice President & Client Advisor||Email Available|
|John Silletto||Senior Vice President, Investment Strategist||Email Available|
|Barbara Wilson||Director, Tax||Email Available|
|Mathew Encino||Deputy General Counsel and Corporate Secretary||Email Available|
|Dave Haman||Regional Vice President||Email Available|
|Bryan Powers||Regional Vice President||Email Available|
|Kevin Jack||Client Advisor / Branch Manager||Email Available|
|Benjamin Kautz||Managing Director||Email Available|
|Jeff Kacal||Managing Director||Email Available|
|Dwoyne Hines||IT Infrastructure Support Manager||Email Available|
Mercer Advisors News
DENVER, Sept. 5, 2019 /PRNewswire/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today ...
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 ...
Mercer Advisors, which is backed by Genstar Capital, has acquired Albuquerque, New Mexico-based Sage Future Financial LLC, a wealth ...
Mercer Advisors Executive Hires
|2017-06-14||Dave Welling||Chief Executive Officer||Article|
|2019-03-27||Kara Duckworth||Managing Dir of Client Experience||Article|
Mercer Advisors New Location/Offices
Mercer Advisors Acquisitions
|2015-11-16||Spruce Hill Capital, LLC||Article|
|2016-03-29||Kanaly Trust Company||Article|
|2016-12-15||Fabian Wealth Strategies||Article|
|2017-02-14||Duckworth Wealth Advisors||Article|
|2017-07-13||Wealth Design Services Inc||Article|
|2017-08-17||Blue Moon Wealth Advisory LLC||Article|
|2017-09-11||Ray Mignone & Associates||Article|
|2018-01-10||Pinnacle Investment Management Inc.||Article|
|2018-01-10||Murray & Co. Asset Management||Article|
|2018-02-14||GFS Private Wealth, LLC||Article|
|2018-11-06||Beacon Wealth Management||Article|
|2018-11-13||Sigma Investment Management Company||Article|
|2018-12-12||Bell Wealth Management Inc.||Article|
|2019-01-07||Dragon Financial Group||Article|
|2019-02-20||Arbor Asset Management, LLC||Article|
|2019-03-08||Confluence Financial Advisors LLC||Article|