Mercer Advisors is once again #1 on the Denver Business Journal’s Colorado Based-Investment Managers list for the fifth consecutive year. This recognition reflects our commitment to serving clients not only in Colorado but across the nation. Our unified in-house team is dedicated to helping families amplify and simplify their financial lives, wherever they live. To carry this out, each client is paired with a hand-picked advisor focused on serving them, not on finding new clients.

Our approach to investing is backed by a team of 100+ investment professionals working to deliver institutional-grade portfolios to our clients. In addition to investment management, we offer a full range of family office services including financial planning, tax planning & preparation, estate planning, insurance solutions, and trustee services.

Important Information

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.