Quest Capital Management
Mercer Advisors is a U.S.-based, fee-only fiduciary wealth management firm founded in 1985 and headquartered in Denver, Colorado. It offers comprehensive financial services—including investment management, tax planning, estate planning, and insurance coordination—through a unified in-house team of professionals such as CFPs, CPAs, and attorneys.
The firm serves a diverse clientele, from mass affluent individuals to ultra-high-net-worth families, providing tailored solutions across various life stages and professions. Recognized as the #1 RIA firm by Barron’s in 2024, Mercer Advisors emphasizes personalized service by assigning dedicated wealth advisors focused solely on client needs. With over 100 offices nationwide, the firm continues to expand its reach and capabilities through strategic acquisitions, such as the 2024 purchase of MDK Private Wealth Management, enhancing its services for clients with complex financial portfolios.