Mercer Global Advisors
Investment ManagementConnecticut, United States11-50 Employees
Mercer Global Advisors is an investment management firm that provides full-service wealth management, including customized financial planning, investment strategies, proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services. The company is headquartered in Westport, Connecticut, at 965 Post Road East, and employs between 11 and 50 people. Growth has included acquisitions such as Beacon Wealth Management in 2018 and Eagleson Arndt Financial Advisors in 2026, along with expanding the New England footprint through Charter Oak Capital Management. In 2026, the firm also announced expansion of its offices to the United Kingdom, Northern Europe, and Europe. The firm reports annual revenue in the range of $25 million to $50 million, and a March 2026 class action alleged negligence in protecting confidential client information.