Insights

Acquisition Opportunity M.J. Smith and Associates was acquired by Mercer Advisors in 2020, indicating a shift in ownership and potential integration or cross-sell opportunities with Mercer’s broader financial services and platforms.

Independent RIA Roots Previously independent with securities offered through Raymond James, the firm’s structure suggests potential for strategic partnerships or re-entry considerations with independent broker-dealers or custodial platforms targeting high-net-worth clients.

Wealth Management Focus Specializes in retirement planning, wealth management, and complex life events (divorce, inheritance, business sale), pointing to opportunities selling advanced financial planning, estate services, and tax-efficient strategies to similar affluent client segments.

Digital Reach Active use of multiple tech tools (HubSpot, Google Tag Manager, Piwik, social channels) indicates openness to partnering on client acquisition, marketing automation, and analytics improvements to scale growth.

SMB to HNW Footprint Small to mid-sized advisor with 11-50 employees and revenue in the low millions, presenting a fit for services targeting growing wealth managers and consolidation-adjacent firms seeking scalable back-office, compliance, or tech-enabled solutions.

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M.J. Smith and Associates Tech Stack

M.J. Smith and Associates uses 8 technology products and services including Business Catalyst, RequireJS, HubSpot, and more. Explore M.J. Smith and Associates's tech stack below.

Business Catalyst
Content Management System
RequireJS
Javascript Frameworks
HubSpot
Marketing Automation
Piwik
System Analytics & Monitoring
Google Tag Manager
Tag Management
AddThis
Widgets
Facebook
Widgets
Twitter
Widgets

Media & News

Mercer Advisors Inc. acquired Mj Smith for $910M on Jul 8th '20.
Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of M.J. Smith and Associates, Inc., a respected wealth management firm located in Denver, Colorado.
Jul 08, 2020 | www.prnewswire.com

M.J. Smith and Associates's Email Address Formats

M.J. Smith and Associates uses at least 1 email format:

M.J. Smith and Associates Email Formats	Example	Percentage
First.Last@mj-smith.com	John.Doe@mj-smith.com	100%

Frequently Asked Questions

What is M.J. Smith and Associates's phone number?

You can contact M.J. Smith and Associates's main corporate office by phone at

+1-303-768-****

. 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 M.J. Smith and Associates's official website and social media links?

M.J. Smith and Associates's official website is mj-smith.com and has social profiles on LinkedIn.

How much revenue does M.J. Smith and Associates generate?

As of July 2026, M.J. Smith and Associates's annual revenue is estimated to be $1M - $10M.

What is M.J. Smith and Associates's NAICS code?

M.J. Smith and Associates's NAICS code is 52 - Finance and Insurance.

How many employees does M.J. Smith and Associates have currently?

As of July 2026, M.J. Smith and Associates has approximately 11 employees across 1 continents, including North America. Key team members include Senior Operations Specialist / Compliance Assistant: A. A. Explore M.J. Smith and Associates's employee directory with LeadIQ.

What industry does M.J. Smith and Associates belong to?

M.J. Smith and Associates operates in the Financial Services industry.

What technology does M.J. Smith and Associates use?

M.J. Smith and Associates's tech stack includes Business Catalyst, RequireJS, HubSpot, Piwik, Google Tag Manager, AddThis, Facebook and Twitter.

What is M.J. Smith and Associates's email format?

M.J. Smith and Associates's email format typically follows the pattern of First.Last@mj-smith.com. Find more M.J. Smith and Associates email formats with LeadIQ.

M.J. Smith and Associates

Q: How many employees does M.J. Smith and Associates have currently?

M.J. Smith and Associates has approximately 11 employees.

Q: What technology does M.J. Smith and Associates use?

M.J. Smith and Associates's tech stack includes Adobe Fonts, LinkedIn, YouTube, Google Analytics, Facebook.

Q: What is M.J. Smith and Associates's NAICS code?

M.J. Smith and Associates's NAICS code is 52 (Finance and Insurance).

Financial ServicesColorado, United States11-50 Employees

M.J. Smith and Associates is a financial services firm based in Greenwood Village, Colorado, founded in 1983. The firm emphasizes a disciplined, long-term approach to investment planning and wealth management, guiding clients through market cycles with patience and prudence. As an independent advisory, securities are offered through Raymond James Financial Services, Inc., while the practice remains independent of Raymond James.

In July 2020, Mercer Advisors announced the acquisition of M.J. Smith and Associates. The arrangement marks a notable change in ownership within the wealth-management sector.