Grades describe a company’s AI use, not the quality of its services.
Denver, COFinancial advisorsPublicly using AI since 2026

Mercer Advisors

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How they use AI

Runs AI tools inside its own platform's workflows, working alongside its wealth professionals.

Company-reportedEvidence reviewed

Deployed its own AI platform across more than 1,100 wealth professionals firmwide.

Company-reportedEvidence reviewed
What these evidence labels mean

Why this grade

Grade updated

This business has access to industry-standard AI tools and uses AI in connected systems or automated workflows.

AI-use signals

Has access to industry-standard AI tools

Uses AI in connected systems or automated workflows

Useful questions to ask

Before you hire

Public information does not yet cover these parts of how this business uses AI. Ask them directly.

  1. What financial planning and investment work do you use AI for?
  2. How many of your staff use AI, and how are they trained?
  3. How do people review AI output and protect client financial information?
  4. What results have you seen, such as better quality, faster work, or lower cost?

Ready-to-send message

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Subject: Question about how Mercer Advisors uses AI

Hi Mercer Advisors team,

I'm considering working with your business and would like to understand how you use AI.

1. What financial planning and investment work do you use AI for?
2. How many of your staff use AI, and how are they trained?
3. How do people review AI output and protect client financial information?
4. What results have you seen, such as better quality, faster work, or lower cost?

Thank you.

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This grade is about how the business uses AI. It is not a grade for the quality of its work or any one employee.

Mercer Advisors AI adoption profile — They Use AI