Mercer Advisors - Bartlesville
How we got $1.3M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Some signs of a sale
- In business 26 years (since 2000)
From public records and the company's website, not a statement that it's for sale.
What they do
Mercer Advisors is a wealth management firm offering a unified team of planners, investors, accountants, and estate specialists to manage clients' financial lives. The pages describe serving families and individuals through a family office approach with a local Bartlesville, OK office connected to a national network.
From the company's website. Industry: Financial advisors.
Customers & suppliers
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- ALEXANDER D. WILLIAMS, D.D.S., P.L.L.C. · Tulsa, 45 mi · $23.1M
- DRUMRIGHT DENTAL CENTER PLLC · Drumright, 63 mi · $16.3M
- SHORTLINE DENTAL, PLLC · Tulsa, 43 mi · $13.5M
- EASTERN OKLAHOMA ORAL AND MAXILLOFACIAL SURGEONS, PLLC · Broken Arrow, 50 mi · $10.6M
- GREEN COUNTRY DENTAL ARTS OF CATOOSA, PC · Catoosa, 42 mi · $9.3M
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Mercer Advisors - Bartlesville this business | $1.1M | — |
| Knightsbridge Advisers Inc Bartlesville | $1.1M | 0.0 mi |
| Arvest Bank Bartlesville | $1.8M | 0.1 mi |
| AAA Bartlesville | $815K | 0.1 mi |
| Brian Kennedy Insurance Bartlesville | $815K | 0.1 mi |
| MATT SPENCE INSURANCE AGENCY INC Bartlesville · 4 employees | $1.0M | 0.1 mi |
| Red River Finance Company Bartlesville | $1.1M | 0.1 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $1.3M |
| Multiple for this size and industry | 3× |
| Value range | $435K – $2.1M |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Portfolio Management and Investment Advice businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (41%). Treat these as a rough guide.
| Revenue range | $441K – $1.4M |
| EBITDA range | $181K – $585K |
| Industry (NAICS) | Portfolio Management and Investment Advice (523940) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Mercer Advisors - Bartlesville
Mercer Advisors - Bartlesville is a financial advisors company in Bartlesville, Oklahoma, in business since 2000. Its estimated annual revenue is about $1.1M, with roughly $435K of EBITDA. Its estimated business value is $1.3M (likely range $435K–$2.1M).
Common questions
- Who owns Mercer Advisors - Bartlesville?
- The owner of Mercer Advisors - Bartlesville isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Mercer Advisors - Bartlesville make?
- SeeBITDA estimates Mercer Advisors - Bartlesville's annual revenue at about $1.1M (likely between $441K and $1.4M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Mercer Advisors - Bartlesville worth?
- About $1.3M, roughly 3× its estimated EBITDA of $435K, typical for a financial advisors company its size. Likely range: $435K–$2.1M.
- When was Mercer Advisors - Bartlesville founded?
- Mercer Advisors - Bartlesville has been in business since 2000.