Mercer taps LPL veteran Alisa Maute to lead advisor-client matchmaking

Mercer taps LPL veteran Alisa Maute to lead advisor-client matchmaking
Alisa Maute, executive managing director, head of client development at Mercer Advisors.
Maute will oversee and expand the dedicated client development platoon that's powered record organic growth at the $69 billion RIA.
FEB 06, 2025

Mercer Advisors is hoping to double down on its organic growth advantage as it taps an ex-LPL leader for a newly developed role.

Mercer announced Thursday that it has appointed Alisa Maute as executive managing director, head of client development, a newly created role at the $69 billion RIA. Maute, an industry veteran with experience in advisor growth and investment management, will oversee Mercer Advisors’ expanding client development team.

The firm said its client development division, which has doubled in size over the past two years, focuses on identifying and connecting prospective clients with advisors. This structure allows advisors to dedicate more time to serving existing clients while maintaining steady organic growth.

RIA consolidators and aggregators with deep pockets may have no trouble achieving scale thanks to support from capital providers like private equity firms, and the recent performance of the financial markets over the past few years have helped firms achieve significant asset growth. But as a recent report from BlackRock highlighted, organic growth strategies such as lead generation shouldn't fall by the wayside.

That reality clearly hasn't escaped Mercer. Last February, the RIA giant partnered with Catchlight, a fintech platform that helps firms and advisors identify high-value leads and enables personalized interactions with clients. 

In the latest development, Mercer Advisors has given Maute responsibility over coaching and developing its client development team's members, refining the firm’s go-to-market strategy, and working with market leaders to craft regional growth plans.

“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,” Daniel Gourvitch, president of Mercer Advisors, said Thursday morning. “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 most recently led investment product management and retirement solutions. Before that, she served as head of advisor growth at LPL and previously spent 14 years at WisdomTree Asset Management in various leadership capacities.

“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.”

Maute’s hiring is the third key leadership addition for Mercer Advisors in the past year. The firm appointed Elizabeth Hioe as chief people officer in September and Gün Keresteci as chief financial officer last February.

“Alisa is an extraordinary leader who shares our client-first approach and brings a depth of expertise in leading and building client development teams,” said CEO Dave Welling. “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.”

Latest News

SEC bars ex-broker who sold clients phony private equity fund
SEC bars ex-broker who sold clients phony private equity fund

Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.

The key to attracting and retaining the next generation of advisors? Client-focused training
The key to attracting and retaining the next generation of advisors? Client-focused training

From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.

Chuck Roberts, ex-star at Stifel, barred from the securities industry
Chuck Roberts, ex-star at Stifel, barred from the securities industry

"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.

SEC to weigh ‘innovation exception’ tied to crypto, Atkins says
SEC to weigh ‘innovation exception’ tied to crypto, Atkins says

Chair also praised the passage of stablecoin legislation this week.

Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest
Brooklyn-based Maridea snaps up former LPL affiliate to expand in the Midwest

Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.