Buyer
Mercer Advisors
Tax + estate + investments bundled.
Sector footprint
One company, every side of the market
WealthThis site
Mercer Advisors
Tax + estate + investments bundled.
Capability matrix
| Capability | Mercer Advisors |
|---|---|
| managed | ● |
| planning | ● |
| insurance | ● |
Parent organization
Mercer Advisors
Founded
Not yet sourced
Scale
$70B AUM
Companies alongside it
Peers grouped as mega-ria — the nearest comparables in the same part of the market.