Mercer Advisors

Mercer Advisors is a national, independent fiduciary wealth management firm that integrates financial planning, investment management, tax, estate, insurance, and more — all managed by a single team. The firm delivers comprehensive care once reserved for only the wealthiest households through a unified in‑house team and a flexible national footprint.

For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company highlights 120 regional offices, 1,880+ team members, and $114B in client assets, reflecting its scale and breadth of services.

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