Mercer Advisors, Inc.

Mercer Advisors was founded in 1985 and has become one of the largest registered investment advisory firms in the country, with over 200 employees managing more than $11 Billion on behalf of six thousand plus clients from coast to coast. However, even with your vast size, our office is able to give individualized attention to our clients.  Our three primary services are investment management, financial planning and estate planning. 


Advisors at this Office

Associates at this Office

Advisors at Other Firm Offices

Associates at Other Firm Offices


This Office

111 Cass St Traverse City, MI 49684-2601 Phone: (231) 929-4500

Primary Office

375 Woodcliff Dr Ste 1C Fairport, NY 14450-4276 Phone: (585) 442-3230

Other Offices

3800 Arapahoe Ave Ste 210 Boulder, CO 80303-1070 Phone: (303) 410-1745
444 Hana Hwy Ste D Kahului, HI 96732-2315 Phone: (808) 871-1006
111 Cass St Traverse City, MI 49684-2601 Phone: (231) 929-4500
5555 San Felipe St Ste 200 Houston, TX 77056-2760 Phone: (713) 561-9300
1837 E Main St Onalaska, WI 54650-8757 Phone: (608) 779-0300