Mercer Advisors Overview

  • Year Founded
  • 1985

Year Founded

  • Status
  • Private

  • Employees
  • 1,220

Employees

  • Latest Deal Type
  • General Corporate Purpose

  • Financing Rounds
  • 17

  • Investments
  • 97

Mercer Advisors General Information

Description

Provider of wealth management services intended to serve family office for families ranging from mass affluent to ultra-high-net-worth and serves a spectrum of institutional clients, including companies, endowments and foundations. The company specializes in financial planning, investment management, estate planning, tax strategy and preparation, insurance solutions and trustee services, thereby offering services tailored to individual clients.

Contact Information

Website
www.merceradvisors.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 1200 17th Street
  • Suite 500
  • Denver, CO 80202
  • United States
+1 (888)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Corporate Office
  • 1200 17th Street
  • Suite 500
  • Denver, CO 80202
  • United States
+1 (888)

Mercer Advisors Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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Mercer Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Mercer Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth management services intended to serve family office for families ranging from mass affluent to ultra-
Asset Management
Denver, CO
1,220 As of 2025

Glen Allen, VA
 

Cleveland, OH
 
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Mercer Advisors Competitors (38)

One of Mercer Advisors’s 38 competitors is Millennium Advisory Services, a Private Equity-Backed company based in Glen Allen, VA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Millennium Advisory Services Private Equity-Backed Glen Allen, VA
Clearstead Advisors Private Equity-Backed Cleveland, OH
Hightower Austin Corporate Backed or Acquired Austin, TX
Edelman Financial Engines Private Equity-Backed Boston, MA
Fairstone Group Private Equity-Backed Sunderland, United Kingdom
You’re viewing 5 of 38 competitors. Get the full list »

Mercer Advisors Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Mercer Advisors Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Mercer Advisors Investments & Acquisitions (97)

Mercer Advisors’s most recent deal was a Buyout/LBO with D. Scott Neal. The deal was made on 01-Apr-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
D. Scott Neal 01-Apr-2025 Buyout/LBO Other Financial Services
Vishria Bird Financial Group 01-Apr-2025 Buyout/LBO Other Financial Services
Financial Partners Group (Gallatin) 31-Jan-2025 Buyout/LBO Consulting Services (B2B)
Edward Vance Investment Management 07-Jan-2025 Buyout/LBO Asset Management
Frango Financial 03-Dec-2024 Buyout/LBO Other Financial Services
You’re viewing 5 of 97 investments and acquisitions. Get the full list »

Mercer Advisors Affiliates

Subsidiaries (42)

Name Industry Location Year Founded
MDK Private Wealth Management Seattle, WA 2020
Vishria Bird Financial Group Memphis, TN 2018
Kades & Cheifetz Berwyn, PA 2016
Waypoint Capital Advisors Minneapolis, MN 2015
Confluence Financial Advisors Boulder, CO 2015
You’re viewing 5 of 42 affiliates. Get the full list.  »

Mercer Advisors FAQs

  • When was Mercer Advisors founded?

    Mercer Advisors was founded in 1985.

  • Where is Mercer Advisors headquartered?

    Mercer Advisors is headquartered in Denver, CO.

  • What is the size of Mercer Advisors?

    Mercer Advisors has 1,220 total employees.

  • What industry is Mercer Advisors in?

    Mercer Advisors’s primary industry is Asset Management.

  • Is Mercer Advisors a private or public company?

    Mercer Advisors is a Private company.

  • What is Mercer Advisors’s current revenue?

    The current revenue for Mercer Advisors is .

  • How much funding has Mercer Advisors raised over time?

    Mercer Advisors has raised $146M.

  • Who are Mercer Advisors’s investors?

    Altas Partners, Harvest Partners, NB Capital Solutions, Oak Hill Capital, and Genstar Capital have invested in Mercer Advisors.

  • Who are Mercer Advisors’s competitors?

    Millennium Advisory Services, Clearstead Advisors, Hightower Austin, Edelman Financial Engines, and Fairstone Group are some of the 38 competitors of Mercer Advisors.

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