Whether you’re seeking the resources to scale and grow, or you’re ready to step back knowing your team and clients will be in excellent hands, Mercer Advisors is here to help you realize your vision for the future.
We understand that a successful transition isn’t just about the next chapter for you — it’s about continuity for your clients and opportunity for your team.
That’s why our platform is built to deliver lasting value at every level: empowering advisors, strengthening teams, and enriching client relationships. Because when each of these needs is met, the outcome is greater than the sum of its parts and everyone thrives.
The leadership at Mercer Advisors truly believes that putting clients first and empowering employees is the best way to build a thriving company.
Benefits for All Stakeholders
For Your Clients
Comprehensive family office services without the price tag
- Expanded, integrated services designed for better outcomes
- More attention from their advisor who isn’t spending time looking for more clients
- Institutional-grade investing that’s committee-led and science-backed, has lower portfolio fees, and delivers access to private investments
For Your Team
The opportunity to reach their full potential
- More time to spend with clients because sales and marketing is handled for them
- Support from 300+ specialists across Mercer Advisors (a ~1:1 ratio with advisors)
- Leveled-up client volume, segment, or type. Opportunity to attract HNW clients
- Equity ownership opportunities for every full-time employee
For You
The freedom and impact you deserve
- Equity ownership in the #1 RIA* designed for long-term growth
- Choice to do only what you love
- Leadership opportunities and a voice in decisions that matter
- Opportunity to contribute your life’s work to build something bigger and better than any of us could do separately