What Does Mercer Advisors Do?

Total employees1156
HeadquartersEnglewood
Founded1985

Mercer Advisors is one of the largest independent registered investment advisers (RIAs) in the United States, dedicated to providing comprehensive, fee-only financial planning and wealth management services. They cater to individuals, families, and businesses, offering a 'Family Office' experience that integrates financial planning, investment management, tax planning and preparation, estate planning, and insurance services. Their goal is to help clients achieve 'Economic Freedom' by simplifying their financial lives and maximizing their wealth.

Where Is Mercer Advisors's Headquarters?

HQ Function

The headquarters serves as the central operational hub, overseeing national strategy, compliance, technology, marketing, human resources, and corporate finance for its extensive network of offices.

Notable Features:

The headquarters is likely a modern office space designed to facilitate collaboration, innovation, and efficient operations, reflecting the firm's scale and professionalism.

Work Culture:

The work culture at Mercer Advisors's headquarters emphasizes client-centricity, integrity, teamwork, and continuous professional development. It supports a collaborative environment for its diverse teams.

HQ Significance:

As the nerve center for a rapidly growing national firm, the Denver headquarters is crucial for coordinating activities across numerous branch offices, integrating acquired firms, and driving the company's overall mission and growth strategy.

Values Reflected in HQ: The headquarters likely reflects Mercer Advisors' core values of professionalism, client service excellence, operational efficiency, and a commitment to providing a robust support system for its advisors and staff.

Location:

Mercer Advisors is primarily focused on serving clients within the United States, with an extensive network of offices across the country. While they do not maintain physical international offices, they can serve U.S. clients with international interests or assets by leveraging their expertise and potentially coordinating with international partners as needed for specific cross-border financial planning aspects.

Street Address:

9785 S. Maroon Circle, Suite 300

City:

Englewood

State/Province:

Colorado

Country:

USA

Where Else Does Mercer Advisors Operate Around the World?

Santa Barbara, California/USA

Address: 12 E Figueroa St, Santa Barbara, CA 93101

Strong presence on the West Coast, catering to the specific financial needs of clients in Southern California, including retirement planning, estate strategies, and investment advice.

New York, New York/USA

Address: 10 Grand Central, 155 East 44th Street, 17th Floor, New York, NY 10017

Key strategic location for the Northeast, providing access to a large client base and tapping into the extensive financial expertise available in the region.

Chicago, Illinois/USA

Address: 227 West Monroe Street, Suite 3750, Chicago, IL 60606

Important hub for serving the Midwest market, focusing on the financial needs of professionals, business owners, and retirees in the greater Chicago area and beyond.

Atlanta, Georgia/USA

Address: 3333 Piedmont Road NE, Suite 1500, Atlanta, GA 30305

Strategic office for the Southeast, catering to the region's expanding population and wealth, with a focus on long-term financial security and growth.

Buying Intent Signals for Mercer Advisors

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Mercer Advisors? Meet the Executive Team

As of April 2025, Mercer Advisors' leadership includes:

Dave Welling - Chief Executive Officer
Daniel Gourvitch - President
Dave Barton - Vice Chairman, Head of Mergers & Acquisitions
Martine Lellis - Chief Talent Officer
Jeff Dadamo - Chief Financial Officer
Karen M Lee - Chief Legal Officer and General Counsel
Scott Sinclair - Chief Information Officer

Who's Investing in Mercer Advisors?

Mercer Advisors has been backed by several prominent investors over the years, including:

Genstar Capital
Oak Hill Capital
Lovell Minnick Partners (Past Investor)

What Leadership Changes Has Mercer Advisors Seen Recently?

Hire1
Exits0

Mercer Advisors continues to strengthen its leadership team to support its ongoing national expansion and commitment to service excellence. Key appointments often focus on strategic areas like legal, technology, and talent management.

New Appointments:

Karen M Lee, Karen M Lee appointed as Chief Legal Officer and General Counsel, enhancing the firm's legal and regulatory oversight capabilities.

What Technology (Tech Stack) Is Used byMercer Advisors?

Discover the tools Mercer Advisors uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Mercer Advisors Email Formats and Examples

Mercer Advisors commonly uses the first initial followed by the last name, or the full first name followed by a period and then the last name, for their email addresses. The domain is @merceradvisors.com.

flast@merceradvisors.com or first.last@merceradvisors.com

Format

jdoe@merceradvisors.com

Example

90%

Success rate

What's the Latest News About Mercer Advisors?

PR NewswireMarch 5, 2024

Mercer Advisors Acquires Ray Mignone & Associates, Inc. (RMA)

Mercer Advisors announced the acquisition of Ray Mignone & Associates, Inc., a respected wealth management firm based in Little Neck, NY, and Boca Raton, FL. This acquisition expands Mercer Advisors' presence in New York and Florida, adding approximately $235 million in assets under management....more

Business WireFebruary 6, 2024

Mercer Global Advisors Acquires Precipio Wealth Management, LLC

Mercer Advisors (referred to as Mercer Global Advisors in the release) acquired Precipio Wealth Management, LLC, a comprehensive wealth management firm located in McLean, Virginia. Precipio serves approximately 220 clients with assets under management of approximately $370 million....more

PR NewswireJanuary 9, 2024

Mercer Advisors Acquires FIrstEquity Group, LLC

Mercer Advisors acquired FIrstEquity Group, LLC, a wealth management firm located in Wakefield, Massachusetts. FIrstEquity serves approximately 165 clients with assets under management of around $200 million, further expanding Mercer's footprint in the New England region....more

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