About Mercer Advisors
<p>Founded in 1985, Mercer Advisors runs a large advisory business from its headquarters in Denver, in the Front Range metro area.</p> <p>With 1,620 employees, the firm brings multiple disciplines under one roof—advisors, financial planners, investment teams, accountants, and estate planning specialists—so retirement plan sponsors can coordinate plan work alongside broader financial planning needs.</p> <p>For employers looking for <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>, Mercer Advisors supports fiduciary-focused retirement plan work as part of its wider wealth management platform. The firm has been named a top RIA by Barron’s.</p> <p>What sets Mercer Advisors apart is the combination of retirement plan advice with in-house tax and estate planning resources, which can reduce handoffs between outside firms.</p> <ul> <li>Retirement plan advisory and fiduciary support</li> <li>Wealth management and financial planning coordination</li> <li>Investment management for retirement plan-related needs</li> <li>Accounting and estate planning support through internal teams</li> </ul>
Website: https://www.merceradvisors.com/business-retirement-plans/
Founded: 1985
Employees: 1620
Office Locations
- Denver, CO (Headquarters)
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| JPMORGAN CHASE 401(K) SAVINGS PLAN | JPMORGAN CHASE BANK, NATIONAL ASSOCIATION, NJ | $52.4B | 185,310 |
| ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | ORACLE CORPORATION, CA | $31.0B | 58,808 |
| VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES | VERIZON COMMUNICATIONS INC., NJ | $29.4B | 63,563 |
| MORGAN STANLEY 401(K) PLAN | MORGAN STANLEY DOMESTIC HOLDINGS, LLC, NY | $22.0B | 54,084 |
| UPS RETIREMENT PLAN | UNITED PARCEL SERVICE OF AMERICA, INC., GA | $21.2B | 39,297 |
| 401(k) Retirement Plan | Healthcare Sponsor, RI | $17.6B | 51,062 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $17.5B | 28,573 |
| 401(k) Retirement Plan | Professional Services Sponsor, GA | $15.0B | 26,369 |
| 401(k) Retirement Plan | Technology Sponsor, NJ | $14.6B | 78,270 |
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