What departments does Mercer Advisors have?

Mercer Advisors has employees across 8 departments including Information Technology, Finance, Entrepreneurship, Legal, Marketing.

What is the largest department at Mercer Advisors?

The largest department at Mercer Advisors is Entrepreneurship with 9 employees.

Where are Mercer Advisors employees located globally?

Mercer Advisors has employees across 7 continents and 16 countries including Egypt, Nigeria, Thailand, Nepal, India.

How has Mercer Advisors's team size changed over time?

Mercer Advisors's team has decreased from approximately 1.2K to 1.2K employees based on available data.

Learn more at LeadIQ.com

Mercer Advisors Employee Directory

Financial ServicesColorado, United States1001-5000 Employees

Mercer Advisors is a financial services firm that provides integrated wealth management for families. Its offerings span financial planning, investment management, tax, estate planning, and insurance, delivered by a single in-house team. The company operates as an independent fiduciary, aiming to always act in clients' best interests across its nationwide client base.

The company is based in Denver, Colorado, and serves families across the United States through a unified, family-office–style approach. In 2026, Mercer Advisors expanded its New England footprint through a partnership with Charter Oak Capital Management.

Mercer Advisors Global Highlights

North America
1.7K

United States Of America
1.7K
Canada
4

Europe
9

United Kingdom Of Great Britain And Northern Ireland
5
Ireland
2
Germany
1
Netherlands
1

Asia
4

India
2
Thailand
1
Nepal
1

Oceania
4

Australia
4

South America
3

Colombia
1
Chile
1
Brazil
1

Africa
2

Egypt
1
Nigeria
1

Mercer Advisors's Leadership

C. C.
Chief Technology & Digital Officer
Mobile Phone
Email
C. E.
Chief Compliance Officer
Mobile Phone
Email
D. D.
Chief Investment Officer
Mobile Phone
Email
D. M.
Chief Financial Officer
Mobile Phone
Email
S. O.
Vice President Of Platform Marketing
Mobile Phone
Email
T. D.
Vice President Of Insurance Solutions
Mobile Phone
Email
D. G.
Vice President And Senior Client Advisor
Mobile Phone
Email
G. L.
Vice President Of Business Development
Mobile Phone
Email

Mercer Advisors Employee Metrics

100%

50%

2026

2025

Finance
Analytics
Operations
Consultant
Sales
Other
Administrative
Human Resources
Engineering
Banking
Support
Accounting
Community & Social Services

Contact profiles from Mercer Advisors

Name

Title

Contact Info

Location

Last Update

C. C.
Chief Technology & Digital Officer
Mobile Phone
Email
Jun 17, 2026
J. C.
Partner, Market Leader
Mobile Phone
Email
Bay
Jun 27, 2026
T. M.
Director, Partner Integration
Mobile Phone
Email
May 28, 2026
E. G. O.
Director Partner Integration
Mobile Phone
Email
Jun 25, 2026
A. H.
Cfp , Chfc , Executive Assistant
Mobile Phone
Email
Apr 24, 2025
C. B.
Managing Partner
Mobile Phone
Email
Oct 23, 2024
C. D.
Owner
Mobile Phone
Email
Oct 21, 2024
C. E.
Chief Compliance Officer
Mobile Phone
Email
Oct 17, 2024
C. T.
President And Chief Compliance Officer
Mobile Phone
Email
Oct 21, 2024
D. H.
Founding Partner
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Mercer Advisors known for?

Mercer Advisors was founded in 1985 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-800-258-****

. Explore Mercer Advisors's company overview page for more information.

What is Mercer Advisors's most common email format?

Mercer Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mercer Advisors email formats with LeadIQ.

How many employees does Mercer Advisors have currently?

Mercer Advisors has approximately 1.5K employees as of July 2026. These team members are located across 6 continents, including North AmericaEuropeAsia.

Who are Mercer Advisors's key employees and leadership?

As of July 2026, Mercer Advisors's key employees include:

Chief Technology & Digital Officer: C. C.
Chief Compliance Officer: C. E.
Chief Investment Officer: D. D.
Chief Financial Officer: D. M.
Vice President Of Platform Marketing: S. O.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Mercer Advisors Employee Directory

Find Mercer Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead