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Mercer Global Advisors Information

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Freedom to enjoy, freedom from anxiety, freedom to give back. The confidence knowing your lifetime journey is on a path for success – this is what a holistic wealth management plan can do for you. As a full-service wealth management firm, Mercer Advisors helps you with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services, we have your life journey covered.

Website https://merceradvisors.com
Revenue $350.6 million
Employees 11 (8 on RocketReach)
Founded 1985
Address 965 Post Road East, Westport, Connecticut 06880, US
Phone (203) 222-3575
Technologies
Industry Investment Management, Finance General, Registered Investment Advisor, Finance, Financial Planning, Retirement Planning, Asset Management Services for Trust Accounts, Financial Organization, Financial Advice
Keywords Holistic Planning, Wealth Management, Success Planning, Financial Planning, Investment Strategies, Investment Management, Risk Management, Retirement Planning, Retirement Solutions, Long Term Financial Planning, Estate Planning, Tax Planning, Legacy Planning, Portfolio Management, Insurance Planning, Full Service Financial, Financial Advisor, Financial Consulting, Wealth Advisor, Wealth Preservation
Competitors Fidelity Investments, Vanguard, Baird, LPL Financial, Raymond James, J.P. Morgan, Edward Jones, Financial Services Company, TIAA, Schwab Advisor Services +48 more (view full list)
SIC SIC Code 628 Companies, SIC Code 62 Companies
NAICS NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies

Mercer Global Advisors Questions

The Mercer Global Advisors annual revenue was $350.6 million in 2026.

Dan Graham is the Director of Vendor Managment of Mercer Global Advisors.

8 people are employed at Mercer Global Advisors.

Mercer Global Advisors is based in Westport, Connecticut.

The NAICS codes for Mercer Global Advisors are [52393, 52, 523, 5239].

The SIC codes for Mercer Global Advisors are [628, 62].

Top Mercer Global Advisors Employees

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