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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.
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.
The headquarters is likely a modern office space designed to facilitate collaboration, innovation, and efficient operations, reflecting the firm's scale and professionalism.
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.
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.
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.
9785 S. Maroon Circle, Suite 300
Englewood
Colorado
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.
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.
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.
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.
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As of April 2025, Mercer Advisors' leadership includes:
Mercer Advisors has been backed by several prominent investors over the years, including:
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.
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 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
PR Newswire • March 5, 2024
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 Wire • February 6, 2024
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 Newswire • January 9, 2024
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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