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Mercer Advisors

is a Colorado-based financial firm that provides services such as tax planning and wealth management for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights

Mercer Advisors

is a Colorado-based financial firm that provides services such as tax planning and wealth management for individuals and businesses... Read more
Mercer Advisors CEO: Dave Welling

CEO

Dave Welling

CEO Approval Rating

89/100

1985

PrivateMerged with HYA Advisors

Banking, Financial Services and Insurance
Asset & Investment Management
6199 NAICS listing

Est. Annual Revenue
$100-500M
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Est. Employees
1.0-5.0K
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Funding
$8.7M
Acquisitions
90

News

Partnership
Mar 25, 2025
PRWeb
Testimonial iQ Forms Partnership With $70 Billion RIA Mercer Advisors to Manage and Share Client Testimonials
Acquisition
Feb 05, 2025
Business Wire
Mercer Advisors acquired Financial Partners Group, LLC for undisclosed amount

Mercer Advisors Competitors

1Savant
2EFE
3Creative Planning
4Dechtman Wealth Management
5Dodds Wealth
6Elk River Wealth Management
7Millennium Advisory Services
8The Pinnacle Group
9BGWA
10Altus Wealth Solutions
Unlock 17 + competitors

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