About Long Run Wealth Advisors
Long Run Wealth Advisors is a Financial Services company based in Plattsburgh (United States) founded in 2015, and was acquired by Mercer in January 2026. It provides financial planning and investment management for individuals and businesses. It operates on a B2B and B2C model. Long Run Wealth Advisors offers products and services including Financial Planning, Investment Management, Tax Planning, and Retirement Planning. Its focus areas include Finance, Wealth Management, Sustainable Investing and Ethical Investments. Its legal entity is Long Run Wealth Advisors, LLC. Its competitors include MassMutual, American Family Insurance and Point Digital Finance; 1 of its 3 listed competitors has raised funding.
Company details
Long Run Wealth Advisors, LLC, is an SEC-registered investment adviser based in Lake Placid, NY, USA. They deliver personalized financial planning and investment strategies, acting as fiduciaries to tailor services for families, retirees, business owners, nonprofits, and foundations. Their offerings include investment management, tax planning, retirement planning, and estate services, focusing on client goals and risk tolerance to support long-term financial success.
- Headquarters Plattsburgh, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website longrunwealth.com
- Social LinkedIn Facebook
- Acquired by Mercer (Jan 2026)
- Legal Name Long Run Wealth Advisors, Llc
Products & Services of Long Run Wealth Advisors
Long Run Wealth Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Tax Planning, and Retirement Planning.
Offers personalized plans for wealth management and goal setting.
Manages portfolios with focus on risk and returns.
Provides strategies for tax-efficient investment decisions.
Assists with retirement savings and income strategies.
Investors in Long Run Wealth Advisors
Long Run Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Mercer.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Consulting and investment services are provided to organizations across sectors. | 1945 | mercer.com | New York, United States |
Investor details for Long Run Wealth Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of Long Run Wealth Advisors
2 dated milestones of Long Run Wealth Advisors across 11 years, from founding to its latest funding, stage changes and deals.
- Founded Long Run Wealth Advisors is founded.
- Exit Acquired by Mercer.
Competitors of Long Run Wealth Advisors
Long Run Wealth Advisors has 3 listed competitors in our database, 1 of them funded. They include MassMutual, American Family Insurance and Point Digital Finance.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| massmutual.com | 1851 | Springfield, United States | 10,466 | Mutual life insurance company | ||
| amfam.com | 1927 | Madison, United States | 13,713 | Personal and business insurance products are provided nationwide. | ||
| point.com | 2015 | Palo Alto, United States | $245.65M | 144 | Fractional home equity is sold online for interest-free loans. |
Detailed competitors of Long Run Wealth Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Related news about Long Run Wealth Advisors
Complete news archive for Long Run Wealth Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Long Run Wealth Advisors
Long Run Wealth Advisors was founded in 2015.
Long Run Wealth Advisors is headquartered in Plattsburgh, United States. It is registered at Plattsburgh, New York, United States.
Long Run Wealth Advisors, LLC, is an SEC-registered investment adviser based in Lake Placid, NY, USA. They deliver personalized financial planning and investment strategies, acting as fiduciaries to tailor services for families, retirees, business owners, nonprofits, and foundations. Their offerings include investment management, tax planning, retirement planning, and estate services, focusing on client goals and risk tolerance to support long-term financial success.
Long Run Wealth Advisors's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
Long Run Wealth Advisors offers Financial Planning, Investment Management, Tax Planning, and Retirement Planning.
Long Run Wealth Advisors has 1 investor. Key investors include Mercer.
Long Run Wealth Advisors operates through Long Run Wealth Advisors, Llc.
Yes. Long Run Wealth Advisors was acquired by Mercer in January 2026.