Insights

Recent Acquisitions Mercer Advisors has been actively acquiring wealth advisory groups, such as Kiely Wealth Advisory Group and Benchmark Wealth Management. This indicates a focus on expansion and presents an opportunity to pitch services to newly acquired clients for cross-selling opportunities.

Leadership Growth With the appointment of Elizabeth Hioe as the chief people officer, Mercer Advisors is investing in its leadership team. Engaging with new leadership presents an opportunity to offer tailored solutions that align with the company's strategic direction and growth plans.

Private Fund Launch The launch of private funds by Mercer Advisors showcases an innovative approach to investment management. Engaging with the company on these new offerings can lead to discussions on how their private funds can enhance an investor's portfolio.

Recognition as Top Advisory Firm Being recognized as one of the nation's top investment advisory firms positions Mercer Advisors as a reputable player in the industry. Leveraging this recognition can create trust in potential clients and open doors for partnership opportunities with complementary service providers.

Institutional-Grade Portfolio Mercer Advisors prides itself on offering institutional-grade portfolios to clients. Highlighting the benefits of such portfolios, such as diversified investments and risk management, can be an effective selling point to target high-net-worth individuals seeking sophisticated financial solutions.

Similar companies to Mercer Advisors

Mercer Advisors Tech Stack

Mercer Advisors uses 8 technology products and services including Adobe Analytics, Hotjar, YCharts, and more. Explore Mercer Advisors's tech stack below.

Adobe Analytics
Analytics
Hotjar
Analytics
YCharts
Charting
PostgreSQL
Database
jQuery
Javascript Libraries
TensorFlow
Machine Learning
Wrike
Team Collaboration
Twitter
Widgets

Media & News

Mercer Advisors's Email Address Formats

Mercer Advisors uses at least 1 format(s):

Mercer Advisors Email Formats	Example	Percentage
First.Last@merceradvisors.com	John.Doe@merceradvisors.com	81%
FLast@merceradvisors.com	JDoe@merceradvisors.com	17%
First.Middle@merceradvisors.com	John.Michael@merceradvisors.com	2%

Frequently Asked Questions

Where is Mercer Advisors's headquarters located?

Mercer Advisors's main headquarters is located at 1200 17th St Denver, Colorado 80202 US. The company has employees across 6 continents, including North AmericaEuropeAsia.

What is Mercer Advisors's phone number?

You can contact Mercer Advisors's main corporate office by phone at

+1-800-258-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mercer Advisors's official website and social media links?

Mercer Advisors's official website is merceradvisors.com and has social profiles on LinkedIn.

How much revenue does Mercer Advisors generate?

As of November 2024, Mercer Advisors's annual revenue reached $5B.

What is Mercer Advisors's NAICS code?

Mercer Advisors's NAICS code is 523930 - Investment Advice.

How many employees does Mercer Advisors have currently?

As of November 2024, Mercer Advisors has approximately 1.1K employees across 6 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: B. R.Chief Executive Officer: S. N.CFO: D. A.. Explore Mercer Advisors's employee directory with LeadIQ.

What industry does Mercer Advisors belong to?

Mercer Advisors operates in the Financial Services industry.

What technology does Mercer Advisors use?

Mercer Advisors's tech stack includes Adobe AnalyticsHotjarYChartsPostgreSQLjQueryTensorFlowWrikeTwitter.

What is Mercer Advisors's email format?

Mercer Advisors's email format typically follows the pattern of . Find more Mercer Advisors email formats with LeadIQ.

When was Mercer Advisors founded?

Mercer Advisors was founded in 1985.

Mercer Advisors

Financial ServicesColorado, United States1001-5000 Employees

Are you looking to amplify and simplify your financial life?

For nearly 40 years, Mercer Advisors has been doing just that for families across the country by integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. With Mercer Advisors, you’ll benefit from a unified in-house team, a hand-picked advisor, an institutionalized-grade portfolio, and an independent national fiduciary legally obligated to always act in your best interest. 

Learn more about Mercer Advisors – a family office for your family.

Company Overview

Headquarters: 1200 17th St Denver, Colorado 80202 US
Phone number: ✕
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+1-800-258-****
Website: merceradvisors.com
NAICS Code: 523930 - Investment Advice
Founded: 1985
Employees: 1001-5000

Media & News

Funding & Financials

$1B
Mercer Advisors's revenue is in the range of $1B

Funding & Financials

$1B
Mercer Advisors's revenue is in the range of $1B

Company Leadership

B. R.
Chief Executive Officer
✕
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S. N.
Chief Executive Officer
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Email
D. A.
CFO
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D. C.
Chief Investment Officer
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G. K.
Chief Financial Officer
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Employee Directory

D. W.
Ceo
✕
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Email
L. P.
Chief Operations Officer
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Email
K. L.
Chief Compliance Officer
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Email
A. H.
Cfp , Chfc , Executive Assistant
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Email
A. H.
Owner
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Email

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Insights

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Mercer Advisors Tech Stack

Media & News

Mercer Advisors Inc acquired Kiely Wealth Advisory Group for $523M on Oct 1st '24.

Mercer Advisors Inc hires Elizabeth Hioe as chief people officer.

Mercer Advisors Inc acquired Benchmarkwealthmanagement on Sep 3rd '24.

Mercer Advisors Inc launches several private funds.

Opto Investments, Inc. signs new client Mercer Advisors Inc.

Mercer Advisors Inc promoted Martine Lellis on Jan 1st '20.

Mercer Advisors Inc recognized as one of the nation's top investment advisory firms in 2024.

Mercer Advisors's Email Address Formats

Frequently Asked Questions

Where is Mercer Advisors's headquarters located?

What is Mercer Advisors's phone number?

What is Mercer Advisors's official website and social media links?

How much revenue does Mercer Advisors generate?

What is Mercer Advisors's NAICS code?

How many employees does Mercer Advisors have currently?

What industry does Mercer Advisors belong to?

What technology does Mercer Advisors use?

What is Mercer Advisors's email format?

When was Mercer Advisors founded?

Mercer Advisors

Company Overview

Media & News

Mercer Advisors Inc acquired Kiely Wealth Advisory Group for $523M on Oct 1st '24.

Mercer Advisors Inc hires Elizabeth Hioe as chief people officer.

Mercer Advisors Inc acquired Benchmarkwealthmanagement on Sep 3rd '24.

Funding & Financials

Funding & Financials

Company Leadership

Employee Directory

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