Mercer Advisors
Fee-based wealth management and family office services for affluent families across the US, including tax, estate and trustee services
Recent signals
What changed at Mercer Advisors in the last 6 months, newest first. Each line links to its public source.
- 30 Oct 2026 Leadership hire · Hiring Director, Business Transitions job-boards.greenhouse.io
- 29 Oct 2026 Leadership hire · Hiring Regional Vice President (Chicago, IL) (Schaumburg) job-boards.greenhouse.io
- 23 Oct 2026 Leadership hire · Hiring Vice President, Trust Services job-boards.greenhouse.io
- 20 Oct 2026 In the news · Mercer Advisors launched Aspen Investing merceradvisors.com
- 14 Oct 2026 In the news · Mercer Advisors expanded its Ohio Valley presence with Goal Line Financial merceradvisors.com
About Mercer Advisors
Mercer Advisors is a national fee-based registered investment adviser that provides family office and wealth management services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions and corporate trustee services.
Its clients are families and individuals, including tech founders and entrepreneurs and people planning career transitions. Advice is delivered by an in-house team of planners, investors, accountants and estate strategists. Trustee services are offered through select third parties, and additional fees may apply.
The company was founded in 1985 and is headquartered in Denver. It has 110+ regional offices and 1770+ team members, and reports $114B in client assets. Its open roles include wealth advisors, relationship managers, tax partners and managers, and technology and investment operations positions.
Product: Fee-based wealth management covering financial planning, investment management, tax, estate, insurance and corporate trustee services.
Jobs at Mercer Advisors
Open roles at Mercer Advisors in the Americas (91)
United States 91. From Mercer Advisors's careers page or applicant tracking system; each role links to the employer.
- Tax Associate (Irvine, CA) · Irvine, United States
- Service Operations Associate (Woodland Hills, CA or Los Angeles, CA) · Los Angeles, United States
- Regional Vice President II · Boston, United States
- Wealth Advisor (Radnor, PA) · Radnor, United States
- Business Manager (Encino, CA) · Encino, United States
- Assistant Account Manager (Encino, CA) · Encino, United States
- Sr. Manager, Tax Services (UHNW)- Encino, CA or Woodland Hills, CA · Encino, United States
- Senior Tax Manager - UHNW (Irvine, CA) · Irvine, United States
- Senior HRIS Analyst · United States
- Director, Business Transitions · United States
- Wealth Advisor (Hockessin, DE) · Hockessin, United States
- Relationship Manager (Raleigh, NC) · Raleigh, United States
Newest 12 of 91.
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