Insights

Legacy and Reliability M.J. Smith and Associates has a long-standing history since 1983, demonstrating stable operational expertise and a strong reputation in wealth management. This longevity indicates potential clients value trusted, experienced advisors, creating opportunities for premium service offerings.

Acquisition Opportunity The recent acquisition by Mercer Advisors for 910 million dollars highlights a strategic move to expand wealth management capabilities. This opens avenues for tailored partnership or integrated solutions targeting high-net-worth clients seeking comprehensive wealth services.

Technological Infrastructure Utilizing modern digital tools like Facebook Pixel, Google Tag Manager, and Webflow suggests openness to digital engagement and marketing. There is potential to leverage this technological awareness to introduce advanced fintech solutions or data-driven investment tools to their clientele.

Market Segment Focus Serving high-net-worth individuals with values of patience and rational decision-making indicates a focus on affluent clients facing complex financial challenges. This presents prospects for premium estate planning, tax optimization, and personalized financial advisory services.

Growth and Expansion Although revenue ranges from 1 to 10 million dollars and the firm is relatively small with up to 50 employees, its affiliation with a large national parent company reveals growth potential. There are opportunities to introduce scalable financial products or outsourced specialized services to support expansion.

M.J. Smith and Associates Tech Stack

M.J. Smith and Associates uses 8 technology products and services including Facebook Pixel, RequireJS, jQuery, and more. Explore M.J. Smith and Associates's tech stack below.

  • Facebook Pixel
    Analytics
  • RequireJS
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Webflow
    Page Builders
  • Google Tag Manager
    Tag Management
  • Adobe Fonts
    Web Fonts
  • Twitter
    Widgets
  • Facebook
    Widgets

M.J. Smith and Associates's Email Address Formats

M.J. Smith and Associates uses at least 1 format(s):
M.J. Smith and Associates Email FormatsExamplePercentage
First.Last@mj-smith.comJohn.Doe@mj-smith.com
50%
First.Last@mj-smith.comJohn.Doe@mj-smith.com
50%

Frequently Asked Questions

Where is M.J. Smith and Associates's headquarters located?

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M.J. Smith and Associates's main headquarters is located at 5613 Dtc Parkway Suite 650 Greenwood Village, Colorado 80111 United States. The company has employees across 2 continents, including North AmericaAsia.

What is M.J. Smith and Associates's phone number?

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You can contact M.J. Smith and Associates's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is M.J. Smith and Associates's official website and social media links?

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M.J. Smith and Associates's official website is mj-smith.com and has social profiles on LinkedIn.

How much revenue does M.J. Smith and Associates generate?

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As of February 2026, M.J. Smith and Associates's annual revenue is estimated to be $4M.

What is M.J. Smith and Associates's NAICS code?

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M.J. Smith and Associates's NAICS code is 52 - Finance and Insurance.

How many employees does M.J. Smith and Associates have currently?

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As of February 2026, M.J. Smith and Associates has approximately 11 employees across 2 continents, including North AmericaAsia. Key team members include Senior Vice President, Firm Development, Cima®, Cfp®, Clu®: J. G.. Explore M.J. Smith and Associates's employee directory with LeadIQ.

What industry does M.J. Smith and Associates belong to?

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M.J. Smith and Associates operates in the Financial Services industry.

What technology does M.J. Smith and Associates use?

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M.J. Smith and Associates's tech stack includes Facebook PixelRequireJSjQueryWebflowGoogle Tag ManagerAdobe FontsTwitterFacebook.

What is M.J. Smith and Associates's email format?

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M.J. Smith and Associates's email format typically follows the pattern of First.Last@mj-smith.com. Find more M.J. Smith and Associates email formats with LeadIQ.

M.J. Smith and Associates

Financial ServicesColorado, United States11-50 Employees

Since 1983, M.J. Smith and Associates has pursued a well-reasoned and rational approach to investment planning and wealth management during every market cycle and through each swing of the economic pendulum. We like to think we’re a source of respite for our clients, a place where they are reminded that the most rewarded financial virtues are patience, vigilance and intelligence – even as they confront some of life’s biggest financial challenges like navigating a divorce, selling a business or managing an inheritance. Calling on more than 90 years of combined investing experience, we strive to be your voice of financial reason. Our job is to mute hype, temper emotion, share knowledge and help exceptionally successful people become especially successful investors. M.J. Smith and Associates is an independent firm. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. M.J. Smith and Associates is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm. *Forbes ranking based on min 7 years of experience, weighing factors such as revenue trends, assets under management, compliance records, industry experience and best practices. **Barron's ranking based on assets under management, regulatory records, revenue generated, quality of practice and philanthropic work.

Section iconCompany Overview

Headquarters
5613 Dtc Parkway Suite 650 Greenwood Village, Colorado 80111 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $1M$10M

    M.J. Smith and Associates's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    M.J. Smith and Associates's revenue is estimated to be in the range of $1M$10M

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