About PHYSICIANS FINANCIAL ADVISORS
PHYSICIANS FINANCIAL ADVISORS is a company based in Mentor (United States) founded in 1969 was acquired by Mercer Advisors in July 2019. PHYSICIANS FINANCIAL ADVISORS offers products and services including Retirement Planning, Asset Management, Insurance Services, and Estate Planning. PHYSICIANS FINANCIAL ADVISORS operates in a competitive market with competitors including MassMutual, American Family Insurance, Point Digital Finance, Thrivent and Milliman, among others.
- Headquarter Mentor, United States
- SectorsFinancial Services
- Phone•••• ••••
- Website physiciansfinancialadvisors.com
- Acquired by Mercer Advisors (Jul 2019)
- Legal Name Grand River Capital, Llc
- Investors
- Acquired byMercer Advisors
(Jul 2019)
Products & Services of PHYSICIANS FINANCIAL ADVISORS
PHYSICIANS FINANCIAL ADVISORS offers a comprehensive portfolio of products and services, including Retirement Planning, Asset Management, Insurance Services, and Estate Planning.
Assists with retirement income and cash flow strategies.
Manages investment portfolios for long-term growth.
Provides analysis for life and disability insurance.
Offers strategies for wealth transfer and protection.
Investors in PHYSICIANS FINANCIAL ADVISORS
PHYSICIANS FINANCIAL ADVISORS has secured backing from 1 investor. Prominent investors backing the company include Mercer Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management and advisory services are provided for investment industries. | 1985 | merceradvisors.com | Denver, United States |
Investor details for PHYSICIANS FINANCIAL 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.
People of PHYSICIANS FINANCIAL ADVISORS
1 people are tracked at PHYSICIANS FINANCIAL ADVISORS (1 in leadership).
| Name | Role | Group |
|---|---|---|
Dave Welling | CEO | Leadership |
Complete people profiles for PHYSICIANS FINANCIAL ADVISORS
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of PHYSICIANS FINANCIAL ADVISORS
2 dated milestones of PHYSICIANS FINANCIAL ADVISORS across 50 years, from founding to its latest funding, stage changes and deals.
- Founded PHYSICIANS FINANCIAL ADVISORS is founded.
- Exit Acquired by Mercer Advisors.
Competitors of PHYSICIANS FINANCIAL ADVISORS
PHYSICIANS FINANCIAL 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.
| 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. | |
| thrivent.com | 2008 | Blue Springs, United States | – | 6,177 | Financial services are offered by Thrivent as a not-for-profit entity. | |
| milliman.com | 1947 | – | – | – | Milliman is engaged in actuarial consulting and analytics solutions. | |
| duffandphelps.com | 1932 | New York, United States | – | 994 | Financial and risk advisory solutions are provided globally. |
Detailed competitors of PHYSICIANS FINANCIAL 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.
Web traffic of PHYSICIANS FINANCIAL ADVISORS
Websites that share an audience with PHYSICIANS FINANCIAL ADVISORS (physiciansfinancialadvisors.com).
Websites whose visitors overlap most with PHYSICIANS FINANCIAL ADVISORS. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| physicianfamily.com | 100% | – | #8,007,602 | View details | |
forensicadvisors.com | forensicadvisors.com | 55% | – | – | – |
Latest news on Physicians Financial Advisors
Complete news archive for PHYSICIANS FINANCIAL 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.
Similar companies to PHYSICIANS FINANCIAL ADVISORS
10 companies that operate in the same segment as PHYSICIANS FINANCIAL ADVISORS (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
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 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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
Frequently Asked Questions about PHYSICIANS FINANCIAL ADVISORS
PHYSICIANS FINANCIAL ADVISORS was founded in 1969.
PHYSICIANS FINANCIAL ADVISORS is headquartered in Mentor, United States. It is registered at Mentor, Ohio, United States.
Dave Welling is the current CEO of PHYSICIANS FINANCIAL ADVISORS.
The firm was established in 1969 and is headquartered in Mentor, United States. Financial advisory services are provided solely to physicians across the country, with operations spanning coast to coast. Custom-designed consulting is delivered to address the specific needs of the medical profession, focusing on areas such as investment planning and wealth management within the financial sector.
PHYSICIANS FINANCIAL ADVISORS's top competitors include MassMutual, Point Digital Finance and American Family Insurance.
PHYSICIANS FINANCIAL ADVISORS offers Retirement Planning, Asset Management, Insurance Services, and Estate Planning.
PHYSICIANS FINANCIAL ADVISORS has 1 investor. Key investors include Mercer Advisors.
PHYSICIANS FINANCIAL ADVISORS operates through Grand River Capital, Llc.
Yes. PHYSICIANS FINANCIAL ADVISORS was acquired by Mercer Advisors in July 2019.