About Long Run Wealth Advisors
Long Run Wealth Advisors is a company based in Plattsburgh (United States) founded in 2015 was acquired by Mercer in January 2026. It operates as a B2B and B2C. Long Run Wealth Advisors offers products and services including Financial Planning, Investment Management, Tax Planning, and Retirement Planning. Long Run Wealth Advisors operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Plattsburgh, United States
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Financial Services
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- Legal Name Long Run Wealth Advisors, Llc
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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.
Funding Insights of Long Run Wealth Advisors
Detailed funding history for Long Run Wealth Advisors
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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.
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Consulting and investment services are provided to organizations across sectors.
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Investor details for Long Run Wealth Advisors
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Investments & Acquisitions by Long Run Wealth Advisors
Investment portfolio details for Long Run Wealth Advisors
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Financial Statements - Long Run Wealth Advisors
Detailed financials for Long Run Wealth Advisors
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Long Run Wealth Advisors Comparisons
Peer comparison for Long Run Wealth Advisors
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Competitors of Long Run Wealth Advisors
Long Run Wealth Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
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Mutual life insurance company
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Personal and business insurance products are provided nationwide.
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Fractional home equity is sold online for interest-free loans.
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Financial services are offered by Thrivent as a not-for-profit entity.
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Milliman is engaged in actuarial consulting and analytics solutions.
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Financial and risk advisory solutions are provided globally.
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Detailed competitors of Long Run Wealth Advisors
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Latest news on Long Run Wealth Advisors
Complete news archive for Long Run Wealth Advisors
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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.