Mercer Advisors
National RIA and wealth management firm offering financial planning, investment management, tax and estate planning to affluent families and individuals.
Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based registered investment adviser that provides integrated wealth management, tax, estate and family-office services to individuals, families, business owners and institutions. It earns fees based on a percentage of assets under management and grows through frequent acquisitions of smaller RIAs. It is privately held and majority-owned by Oak Hill Capital, Genstar Capital and Altas Partners. As of early 2025 it reported about $71B in client assets, 1,220+ employees and 95+ locations, and its May 2026 Form ADV reported $84.4B in regulatory AUM.
