Mercer Advisors Overview

Financial ServicesCompany

Is Mercer Advisors PE-backed?

Yes. Mercer Advisors is owned by private equity investors Altas Partners, Genstar Capital and Oak Hill Capital.

Was Mercer Advisors formerly PE-backed?

Yes. Mercer Advisors was formerly owned by 2 private investors.

Where is Mercer Advisors headquartered?

Mercer Advisors is headquartered in Denver, Colorado.

How many employees does Mercer Advisors have?

Mercer Advisors has 280 employees.

What sector is Mercer Advisors in?

Mercer Advisors is a financial services company.

When was Mercer Advisors founded?

Mercer Advisors was founded in 1985.

Mercer Advisors

Mercer Global Advisors, Inc.

1200 17th Street Suite 500,
Denver, Colorado 80202
United States,
(888) 920-1320
www.merceradvisors.com

Mercer Advisors is an independent RIA primarily services the mass-affluent and high-net-worth clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions, including: financial planning, investment management, tax management, retirement income and benefits planning, and estate planning. Mercer Advisors was founded in 1985 and is based in Denver, Colorado.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (8.2/yr) # 29 10 15 8 4 4 70
vol $215M $215M
Sell (0.0/yr) # 1 - - - - - 1
  71

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