Mercer Advisors Appoints Alisa Maute as Head of Client Development

By: Mercer Global Advisors, Inc. via Business Wire

February 06, 2025 at 06:08 AM EST

Industry veteran joins $69 billion RIA to lead and scale its high-performing client development teams

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the hiring of Alisa Maute, CIMA®, CAIA℠, to the newly created role of executive managing director, head of client development. Maute joins Mercer Advisors to lead and expand its dedicated client development team, comprising more than 100 team members, which has doubled in size over the past two years and is powering record organic growth for the firm.

Mercer Advisors’ dedicated client development function allows advisors to devote their time and energy to serving their existing clients, instead of finding new ones. Client development professionals work to identify prospective clients and thoughtfully pair them with an advisor best suited to solve for the complexities of their financial lives. In her new role, Maute will be responsible for coaching and developing these client development professionals, evolving each of the firm’s go-to-market channels and working with market leadership teams to develop bespoke growth strategies for their geographies. Maute will continue to build on the firm’s client-focused, collaborative and highly consultative approach to client development, which prioritizes creating high-quality and long-lasting advisory relationships with families across the wealth spectrum.

“One of the things that truly sets Mercer Advisors apart is our commitment to investing in dedicated client development teams in every one of our markets. It is a big part of how we deliver on our fiduciary promise to clients, while creating the context for advisors to do their best work,” said Daniel Gourvitch, President at Mercer Advisors. “Our CEO Dave (Welling) and I are extraordinarily proud of what this team has accomplished over the last several years. Bringing on a leader of Alisa’s caliber strengthens this vision, affording us the opportunity to positively impact the financial lives of more families across the country.”

Maute joins Mercer Advisors from LPL Financial, where she was an executive vice president and worked with hundreds of leading advisory firms across the country. At LPL, Maute was head of advisor growth, partnering with firms across the country to drive their organic expansion. Most recently, she served as head of investment product management and retirement, overseeing the firm’s investing solutions. Prior to LPL, Maute spent 14 years at WisdomTree Asset Management in various roles. She served on the firm’s operating committee and held key positions, including head of strategic partnerships and head of U.S. distribution.

“Over the past two decades, I’ve had the privilege of working with hundreds of the nation’s top independent advisory firms, large and small. And even among that group, Mercer Advisors clearly stood out to me,” said Maute. “Being able to deliver this level of family office services for clients across the country, including for some of the most sophisticated and demanding clients, is distinct and compelling. I am thrilled to join this incredible leadership team to uphold that commitment to the families that have entrusted us with their livelihoods–and to help thousands more find their way to Mercer Advisors.”

The appointment of Maute is Mercer Advisors’ third key hire in the past twelve months. In September, the firm appointed Elizabeth Hioe as its chief people officer, responsible for aligning talent strategy and human resources programs with the company’s strategy. And last February, the firm appointed Gün Keresteci as its chief financial officer.

“Mercer Advisors is a partnership of professionals who have decided to work together because we believe that we can deliver better outcomes to clients by working as a unified team,” added Welling. “Alisa is an extraordinary leader who shares our client-first approach and brings a depth of expertise in leading and building client development teams. We are committed to getting better as we get bigger, and Alisa’s leadership will undoubtedly be instrumental in enhancing our ability to serve more families with excellence.”

About Mercer Advisors

Mercer Advisors, the #1 ranked RIA firm in the nation according to the Barron’s 2024 Top 100 Registered Investment Advisor Firms, was founded in 1985. For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has 1,120+ employees, and operates nationally through more than 110 locations. Mercer Advisors has $69 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus.

Important Information

Company statistics as of December 31, 2024. Client assets refer to client assets under management (AUM) and client asset under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a revenue sharing agreement.

2024 - Barron’s Top 100 RIA methodology: Mercer Advisors was ranked number 1 for firms with fewer than $70 billion in client assets. In 2024 Barron’s ranked the largest registered investment advisor firms separately from its broader RIA ranking. For Barron’s Mega RIAs list, they selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that created a threshold of $70 billion in assets. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then Barron’s applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.