# Long Run Wealth Advisors Long Run Wealth Advisors is a Bank / Wealth / Trust based in Lake Placid, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Lake Placid, United States - **Region:** North America - **Address:** 55 Barn Road Suite 206, Lake Placid, NY 12946-1051, United States - **Founded:** 2015 - **Assets under management:** Undisclosed - **Website:** longrunwealth.com - **LinkedIn:** https://www.linkedin.com/company/long-run-advisors-llc ## Regulatory record - **Reports private funds:** No ## About Founded in 2015 by principals Kevin Brady and Lynn Magnus, Long Run Wealth Advisors opened as a fiduciary-focused registered investment adviser in Lake Placid, New York. The firm built its client base serving families, individuals, retirees, business owners, nonprofits, and endowments, operating from a single office at 55 Barn Road. A seven-person team — including Financial Advisor Christopher Miller and Director of Client Planning and Strategy Kaila E. Kelleher — delivered personalized financial planning and asset management, emphasizing the application of CFA and CFP disciplines. Long Run's investment approach integrates traditional portfolio management with sustainable investing strategies, supported by planning services that span retirement, tax, trust, estate, and charitable giving. The firm operates through Raymond James's independent advisor platform, giving it access to institutional research, custody, and a broad investment product shelf. Publicly available materials point to a mix of equities, fixed income, and alternative investments tailored to client risk tolerances, though specific portfolio holdings or direct deal activity are not disclosed. The firm became part of Mercer Advisors, as noted prominently on its website. Mercer Advisors, a national wealth management firm with substantial scale, acquired the practice, adding Long Run's Lake Placid client relationships and planning expertise to its national network. The team retains its Lake Placid presence under the Mercer Advisors banner while gaining access to expanded estate planning, tax, and investment resources. What structurally distinguishes Long Run is not its origin but its absorption into a larger RIA consolidator — the practice now operates as an outpost of a nationally scaled fiduciary while maintaining local branding and advisor continuity. This hybrid model preserves personal client relationships in a geographically focused market while solving for the succession and back-office scaling challenges that often constrain boutique advisory firms. ## Sectors - Sustainable Investing - Wealth Management ## People - Kevin M. Brady — Principal, Financial Advisor - Lynn Magnus — Principal, Financial Advisor - Christopher Miller — Financial Advisor - Kaila E. Kelleher — Director of Client Planning and Strategy ## Questions ### Who runs investment decisions at Long Run Wealth Advisors? Principal and Financial Advisor Kevin Brady leads investment decision-making alongside Principal Lynn Magnus. Both hold the Series 7 and 66 registrations, and the team includes a Director of Client Planning and Strategy, Kaila Kelleher, who coordinates wealth planning flows. The firm operates under the fiduciary standard typical of a Registered Investment Adviser. ### How does Long Run integrate with Raymond James? Long Run Wealth Advisors uses Raymond James as its broker-dealer and custodian. This gives the firm access to Raymond James's investment research, portfolio management technology, and product shelf while allowing Long Run to maintain independent fiduciary advice. The signage and communications note Raymond James's 1962 founding, reflecting a long-standing platform relationship. ### What prompted the merger with Mercer Advisors? The merger with Mercer Advisors provides Long Run's Lake Placid team with expanded national resources in estate planning, tax strategy, and investment management while solving for succession and back-office scale. Mercer Advisors is a large national RIA consolidator, and the union enhances client tools and planning depth without displacing the existing advisor team. ### What is Long Run's approach to sustainable investing? Long Run lists 'Sustainable Investing' as a discrete service alongside traditional investment management. The firm builds portfolios that incorporate environmental, social, and governance factors according to client preferences, applying a personalized rather than off-the-shelf framework. Specific ESG screens, ratings, or underlying fund managers are not publicly disclosed. ### What is the firm's geographic reach? The primary office is located at 55 Barn Road, Suite 206, Lake Placid, New York, serving the Adirondack region. With the Mercer Advisors merger, the firm effectively extends its reach to Mercer's national footprint, while the Lake Placid team continues to serve local clients. No other standalone offices are listed. ## Related profiles - [Long Island Power Authority Nuclear Decommissioning Trust](https://altss.com/profile/long-island-power-authority-nuclear-decommissioning-trust) - [Long View Growth Partners](https://altss.com/profile/long-view-growth-partners) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/long-run-wealth-advisors Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology