Mercer Advisors is a Denver-based independent registered investment advisor and fiduciary wealth management firm serving about 31,300 families with integrated planning, investment, tax, estate, insurance and trust services.
Mercer Advisors is an independent registered investment advisor and fiduciary wealth management firm founded in 1985 by Rick Mercer and headquartered in Denver, Colorado. It provides families with integrated financial solutions spanning financial planning, investment management, tax strategies, estate planning, insurance solutions, trust services and wealth management, delivered by a single coordinated team rather than a set of disconnected advisors.
The firm reports more than $58 billion in assets under management and serves approximately 31,300 client families. It employs over 1,320 people across roughly 80 office locations in more than 90 cities nationwide, giving it nearly 40 years in operation. Barron's ranked it the #1 Registered Investment Advisory firm in 2024 and 2025.
Its flagship offering, Comprehensive Wealth Management, combines planning, investment management, tax, estate, insurance and trust services under one roof. The firm describes its model as pairing personalised local service with institutional-grade national resources, and operates under a fiduciary obligation to act in clients' best interests, with an emphasis on avoiding conflicts of interest common to the industry.
Mercer Advisors states its mission as helping families amplify and simplify their financial lives with confidence.
