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© All Rights Reserved. ApplyBlast.com
Mercer Advisors
The Wealth Path Wealth Advisor at Mercer Advisors works under a Managing Director to support regional business development and client service. The role serves as the primary trusted advisor for a portfolio of 150‑250 clients, focusing on retention, onboarding new clients, and delivering comprehensive financial planning across investments, tax, estate, and insurance.
Headquarters
Denver, Colorado, United States
Company Size
501-1000 employees
Founded
1985
Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Mercer Advisors.
12% below the average for this role
Mercer Advisors Launches National Women & Wealth Practice
1 week ago
