About the job
About Mercer Advisors
Mercer Advisors has spent over 40 years helping families manage and grow their financial resources. The firm offers a full range of services, including financial planning, investment management, tax strategy, estate planning, and insurance, all coordinated by a unified team. Today, Mercer Advisors supports more than 31,300 families in over 90 cities across the United States.
Barron’s recognized Mercer Advisors as the #1 RIA Firm in the United States among firms managing up to $70 billion in assets. This ranking considers factors such as firm size, growth, service quality, and technology. Participation in the ranking involved a fee paid to Barron’s for marketing purposes. For more information on the ranking criteria, visit Barron’s Top RIA Firms.
Our Culture and Values
Mercer Advisors stands out in the financial sector for its commitment to diversity and flexibility. Half of the team members and client-facing professionals are women, reflecting a strong focus on balanced representation. With no formal headquarters and flexible work options, Mercer Advisors draws talent from across the country to build an effective and inclusive team.
Our Mission
The firm’s mission centers on improving the financial well-being of families nationwide. Every team member plays a role in shaping positive financial outcomes for clients.

