Investment News

Mercer Advisors Acquiring Its Way to National Family Office Status

For more than 20 years leading up to the 2008 financial crisis, the Mercer Advisors business model was simple, straight forward and working quite nicely. A strict focus on the lucrative world of dental practice business consulting services provided an easy entry point into the management of the dentists’ assets. Even though the business model helped Mercer grow to seven offices and $3 billion under management, serving 3,000 clients, it wasn’t strong enough to withstand the force of the Great Recession.

Mercer Advisors Named #1 RIA Firm by Barron’s for Second Consecutive Year
Mercer Advisors Named a Top 10 Bay Area Wealth Management Firm by San Francisco Business Times
Advisor Matching Tool Wins Client Initiative at 2025 Wealthies
Jessica Caruso Honored by Pacific Coast Business Times on Their 40 Under 40 List
Is a Bubble Brewing in Private Credit? Wealth Managers Weigh In

Ready to learn more?