About Mercer Advisors
Mercer Advisors is a Financial Services company based in Denver (United States) founded in 1985, and was acquired by Oak Hill in September 2019. It operates as a wealth management and advisory services are provided for investment industries. Mercer Advisors has raised $8.66 million across 2 funding rounds from investors including Lovell Minnick Partners, Altas and Oak Hill. Mercer Advisors has completed 91 acquisitions, including ACG Wealth, AFI Wealth Strategies and Adam Financial Associates. Its website merceradvisors.com draws about 134 thousand monthly visits. Mercer Advisors offers products and services including Financial Planning, Investment Management, and Tax Planning. Its focus areas include Asset Management, Wealth Management, Services for Investment Industry and Consultancy Services. Its legal entity is Mercer Global Advisors Inc. Its competitors include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice and 5 more; 5 of its 10 listed competitors have raised funding.
Company details
Mercer Advisors was established in 1985 and is headquartered in Denver, United States. Operations focus on the financial services sector, where wealth management and advisory solutions are delivered to clients in the investment industry. Services encompass portfolio guidance, financial planning, and investment strategies, with a primary emphasis on supporting individual and institutional investors across the United States.
- Annual Revenue$7.08 K (USD)0as on Oct 31, 2023
- Net Profit$5.23 K (USD)0as on Oct 31, 2023
- Total Equity Funding$8.66M (USD)
in 2 rounds
- InvestorsLovell Minnick Partners
& 3 more
- Investments & AcquisitionsACG Wealth
& 90 more
- Acquired by
Products & Services of Mercer Advisors
Mercer Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, and Tax Planning.
Provides personalized financial strategies for individuals and families
Manages tailored investment portfolios for client assets
Offers preparation and strategies for tax optimization
Funding Insights of Mercer Advisors
Mercer Advisors has successfully raised a total of $8.66M across 2 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $8.66M
- Total Rounds 2
- First Round $8.66M
(May 2009)
- Investors Count 1
All 2 funding rounds of Mercer Advisors with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2023 | – | Series A | – | Altas | – |
| May 2009 | $8.66M | Series A | – | – | – |
4 investors in total: 4 institutional.
Investors in Mercer Advisors
Mercer Advisors has secured backing from 4 investors, including institutional and venture fund investors. Prominent investors backing the company include Lovell Minnick Partners, Altas and Oak Hill.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Mid market focused private equity firm | – | oakhill.com | New York, United States | |
- | – | gencap.com | - | |
Private equity investments are focused on America and Europe. | 1999 | lmpartners.com | Radnor, United States | |
Altas is engaged in long-term business investments and partnerships. | – | altas.com | Toronto, Canada |
Investor details for Mercer Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Mercer Advisors
226 people are tracked at Mercer Advisors (105 in leadership, 121 in team).
| Name | Role | Group |
|---|---|---|
Carl Larimore | Senior Wealth Advisor & Director | Leadership |
Gün Keresteci | Chief Financial Officer | Leadership |
Ali Mroue | Senior Director, Wealth Solutions Operations | Leadership |
Loren Pierson | Chief Operating Officer | Leadership |
Matt Cook | Managing Director | Leadership |
Ben Kautz | Executive Managing Director | Leadership |
Josh DeForest | Executive Managing Director | Leadership |
Kevin Jack | Managing Director | Leadership |
Dave Welling | Chief Executive Officer | Leadership |
Bryan Powers | Executive Managing Director | Leadership |
Andrew Thompson | VP, Inside Sales | Leadership |
Christine Cataldo | CTO & Digital Officer | Leadership |
Henry Lao | VP, Investments | Leadership |
Kaz Woodward | Regional Vice President | Leadership |
Michael Hewel | Director, Trading & Shareholder | Leadership |
Brian Picariello | Managing Director | Leadership |
Annie Gottbehuet | Managing Director & Market Leader | Leadership |
David Askew | Managing Director | Leadership |
Jessica Caruso | Executive Managing Director | Leadership |
David P. Reynolds | Senior Director & Market Leader | Leadership |
206 more people are available in the full profile.
Complete people profiles for Mercer Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Investments & Acquisitions by Mercer Advisors
Mercer Advisors has strategically engaged in corporate development activities, having acquired 91 companies. Notable acquisitions include ACG Wealth, AFI Wealth Strategies and Adam Financial Associates.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of wealth management and investment advisory firm | tuftoncapital.com | Hunt Valley, United States | 1995 | May 2025 | •••• | |
Independent financial planning and investment advisory services are offered. | vbfinancialgroup.com | Memphis, United States | 2018 | Apr 2025 | •••• | |
Retirement planning services are provided to clients seeking financial security. | financialpartnersgroupllc.com | Gallatin, United States | 2000 | Feb 2025 | •••• | |
Investment advisory and financial planning services are provided to clients. | edwardvanceinvestmentmanagement.tcc.mode | – | 0 | Jan 2025 | •••• | |
Financial planning and advisory service provider | chapelcollins.com | Fort Collins, United States | 1998 | Nov 2024 | •••• | |
Provider of financial advisory services | waypointcapitaladvisors.com | – | 0 | Nov 2024 | •••• | |
Investment advisory and wealth management services are provided to individuals. | thekielygroup.com | Asheville, United States | 2008 | Oct 2024 | •••• | |
Comprehensive wealth management services are provided by Mercer Advisors. | benchmarkwealthmgmt.com | Old Lyme, United States | 2008 | Sep 2024 | •••• | |
Benchmark Wealth Management is engaged in providing personalized financial planning and asset management services. | benchmarkwealthmanagement.com | Canada | 2006 | Sep 2024 | •••• | |
Comprehensive wealth management services are provided by Mercer Advisors. | mdkpwm.com | Seattle, United States | 2020 | Mar 2024 | •••• |
Complete acquisition details for Mercer Advisors
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
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- Exports
Verified entity values are shown only after access is granted.
Timeline of Mercer Advisors
16 dated milestones of Mercer Advisors across 40 years, from founding to its latest funding, stage changes and deals.
- Founded Mercer Advisors is founded.
- Exit Acquired by Lovell Minnick Partners.
- Funding First funding round of $8.7M.
- Exit Acquired by Genstar Capital.
- Exit Acquired by Oak Hill.
- Funding Latest funding round, Series A,.
- Acquisition Acquires Mercer Advisors.
- Acquisition Acquires Mercer Advisors.
- Acquisition Acquires Benchmark Wealth Management.
- Acquisition Acquires The Kiely Group.
- Acquisition Acquires Chapel & Collins, LLC.
- Acquisition Acquires Waypoint Capital Advisors.
- Acquisition Acquires Edward Vance Investment Management.
- Acquisition Acquires Financial Partners Group.
- Acquisition Acquires Vishria Bird Financial Group.
- Acquisition Acquires Tufton Capital.
Competitors of Mercer Advisors
Mercer Advisors has 10 listed competitors in our database, 5 of them funded. They include Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | – | Business consulting services are provided to banks and lending institutions. | |
| aleragroup.com | 1995 | Deerfield, United States | $250M | – | HR, insurance, and liability services are provided by Alera Group. | |
| wintrust.com | 1991 | Rosemont, United States | – | 10,463 | Bank offering diversified financial services | |
| creativeplanning.com | 1983 | Overland Park, United States | – | 97 | Provider of wealth management services | |
| choiceindia.com | 1992 | Mumbai, India | – | 520 | A full-service stockbroker offering diverse investment options in India. | |
| raymondjames.com | 1962 | St. Petersburg, United States | – | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | |
| myfw.com | 2004 | Denver, United States | $51.36M | 256 | Wealth management firm | |
| hightoweradvisors.com | 2008 | Chicago, United States | $129.4M | – | Provider of wealth management services | |
| berkadia.com | 2009 | New York, United States | $1B | 1,266 | Wealth management services are provided to clients by Berkadia. | |
| zionsbank.com | 1873 | Salt Lake, United States | – | – | Zions Bank provides private banking and wealth management services for high-net-worth individuals and families. |
Detailed competitors of Mercer Advisors
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- Full competitor set
- Operating metrics
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Web traffic of Mercer Advisors
The website of Mercer Advisors (merceradvisors.com) receives about 133.8K visits a month.
- Monthly visits133.8K
▲ 54.7% vs previous month
Websites whose visitors overlap most with Mercer Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
myfederalretirement.com | myfederalretirement.com | 100% | – | #346,575 | – |
| edelmanfinancialengines.com | 94% | 335.6K | #202,948 | View details | |
| cambridgetrust.com | 93% | 8.1K | #2,801,573 | View details | |
| domainmoney.com | 93% | 44.9K | #718,083 | View details | |
| facet.com | 92% | 288.1K | #193,539 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Mercer Advisors
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- 40 similar websites
- Audience overlap
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Top companies in Asset Management
10 companies that operate in the same segment as Mercer Advisors (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Digital entertainment, e-commerce, and financial services are provided globally. | 2006 | Singapore, Singapore, Singapore | USD 721.47 M | USD 22.94 B | 3,733 | |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 |
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Related news about Mercer Advisors
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Frequently Asked Questions about Mercer Advisors
Mercer Advisors was founded in 1985 and raised its 1st funding round 24 years after it was founded.
Mercer Advisors is headquartered in Denver, United States. It is registered at Denver, Colorado, United States.
Mercer Advisors is a funded company, having raised a total of $8.66M across 2 funding rounds to date. The company's 1st funding round was a Series A of $8.66M, raised on May 2009.
Annual revenue of Mercer Advisors is $7.08K as on Oct 31, 2023.
Mercer Advisors was established in 1985 and is headquartered in Denver, United States. Operations focus on the financial services sector, where wealth management and advisory solutions are delivered to clients in the investment industry. Services encompass portfolio guidance, financial planning, and investment strategies, with a primary emphasis on supporting individual and institutional investors across the United States.
Mercer Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
Mercer Advisors offers Financial Planning, Investment Management, and Tax Planning.
Mercer Advisors has made 91 acquisitions, including ACG Wealth, AFI Wealth Strategies, and Adam Financial Associates.
Mercer Advisors has 4 investors. Key investors include Lovell Minnick Partners, Altas, Oak Hill, and Genstar Capital.
Mercer Advisors operates through Mercer Global Advisors Inc..
Yes. Mercer Advisors was acquired by Oak Hill in September 2019.
The website of Mercer Advisors receives about 134 thousand visits a month.