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  • Last Ranking Update: 17 hours ago
  • Company

Company Rank

6,489

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66,507

SR Web

69,526

SR Social

9,143

Mercer Advisors Inc. is a total wealth management firm that provides fee-only comprehensive investment management, financial planning.

Acquired by Genstar Capital on March 25, 2015

A total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships.

Website: https://www.merceradvisors.com

Founded: January 01, 1985

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Mercer Advisors Competitors

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Startup Industry Description
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BEAM
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Finology
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Mercer Advisors Funding

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Date Round Amount Investors
Jan 29, 2010 Venture Undisclosed amount
May 22, 2006 Venture Undisclosed amount

Mercer Advisors Acquisitions

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Date Acquired Amount
Sep 08, 2017
Ray Mignone & Associates
Undisclosed amount
Aug 16, 2017
Blue Moon Wealth Advisory
Undisclosed amount
Jul 12, 2017
Wealth Design Services
Undisclosed amount
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Mercer Advisors Products

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Mercer Advisors Team

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