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Mercer Advisors overview

Industry
Professional Services
Revenue
Headquarters
Employees
100
Founded in
Website
Organization type
Private
Social media
Established in 1985, Mercer Advisors Inc. is a total wealth management firm that provides fee-only comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management services to affluent individuals. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with nearly $6 billion in assets under management and more than 4,300 clients.
Founded in 1985, Mercer Advisors is an established company that loves to hire graduates from University of California, Santa Barbara, with 17.5% of its employees having attended University of California, Santa Barbara. Want to compare Mercer Advisors to some other great places to work in Denver, CO? We suggest taking a look at Zippia's list of Best Companies to Work For in Denver, CO.
Mercer Advisors is a small professional company based in Denver, CO with only 100 employees and an annual revenue of $94.5M.

Mercer Advisors's mission statement

To help clients on their path to economic freedom is alive and well today.

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4.7/5

Mercer Advisors employee reviews

Based on 3 ratings

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Mercer Advisors employee reviews

Mercer Advisors employee reviews
4.7/5

Based on 3 ratings

Work at Mercer Advisors? Share your experience.
Employee reviews
profile
4.0
A zippia user wrote a review on Sep 2023
Pros of working at Mercer Advisors

Many good people to work with. The majority of people seems to care about each other and want to see you succeed so that they are able to provide their clients with the highest level of service.

Cons of working at Mercer Advisors

Lack of training. For the type of service those in my role provide to clients, I feel the training is lacking. I have worked for company's where training comes first before you start to work independently. This is something I have requested repeatedly and have been directed to the company's course catalog which has useful information, but it does not offer the education I feel is needed to perform the role as expertly as it should be.

Mercer Advisors benefits

The opportunity to work in a hybrid environment and the work-life-balance. Coming to the office 3 days a week saves gas, and provides a level of security if you are scheduled for a home service appointment. Also, colleagues seem to care if you have a personal emergency to tend to.

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The team at Mercer Advisors

  • The founders of Mercer Advisors is Matthew Schafman.
  • The key people at Mercer Advisors are Dave Welling and Matthew Schafman.
Key people
Dave Welling
Matthew Schafman

Mercer Advisors rankings

Mercer Advisors is ranked #32 on the Best Professional companies to work for in Colorado list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Mercer Advisors salaries

Average Mercer Advisors salary
$49,489
yearly
$23.79 hourly
Updated March 14, 2024

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Mercer Advisors diversity

8.6
Diversity score
We calculated Mercer Advisors’s diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Mercer Advisors’s workforce.

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Mercer Advisors financial performance

9.5
Performance score

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Zippia gives an in-depth look into the details of Mercer Advisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Mercer Advisors. The employee data is based on information from people who have self-reported their past or current employments at Mercer Advisors. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Mercer Advisors. The data presented on this page does not represent the view of Mercer Advisors and its employees or that of Zippia.

Mercer Advisors may also be known as or be related to Mercer Advisors and Mercer Global Advisors Inc.