About the job
Mercer Advisors has guided families through financial decisions for over forty years. The firm offers coordinated services in financial planning, investment management, tax strategies, estate planning, and insurance. With more than 90 offices nationwide, the team currently supports over 31,300 families across the United States.
As an independent national fiduciary, Mercer Advisors puts clients’ interests first in every aspect of its work. Barron's recognized the firm as the #1 Registered Investment Advisor (RIA) in the country, highlighting its leadership in the industry.
Workplace culture
Diversity and inclusion are central to Mercer Advisors’ approach. Women represent half of the workforce, and the company draws talent from across the country. Flexible work arrangements and a collaborative spirit help build a strong team environment.
Mission
The firm’s mission centers on improving the financial well-being of families throughout the United States.
Recognition
- Barron’s named Mercer Advisors the top RIA firm with assets up to $70 billion. Factors included size, growth, service quality, technology, and succession planning. See the Barron's RIA rankings for details.

