Mercer Advisors has expanded in the US with the acquisition of Colorado RIA Chapel & Collins, and Minnesota’s investment advisory and financial planning firm Waypoint Capital Advisors.

Financial details of the deals remain undisclosed.

Chapel & Collins, managing approximately $675m in assets for over 500 clients, provides comprehensive financial planning services.

These include wealth management, preservation, and transfer strategies for multigenerational families, as well as advising corporate retirement plans and providing institutional consulting services.

Fort Collins-based Chapel & Collins has a team of seven, which includes four Certified Financial Planner professionals.

The addition of this company takes Mercer Advisors’ AUM in Colorado to almost $5bn across seven offices and more than 150 employees.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Chapel & Collins founding partner Dennis Collins said: “By leveraging Mercer Advisors’ tremendous scale and resources, we can devote more time and attention to helping our clients navigate their unique challenges and opportunities.

“Partnering with a leading national fiduciary firm like Mercer Advisors helps empower our team of advisors to strengthen existing client relationships and develop new ones.”

Minneapolis-based Waypoint Capital Advisors manages around $1bn in client assets for ultra-high-net-worth (UHNW) individuals and families.

Waypoint CEO and managing partner Jon Kennedy said: “Partnering with Mercer Advisors for our next phase of growth was the clear choice. We have the shared vision of providing clients with personalised fiduciary financial advice that not only helps them execute their financial plans, but also fulfills their life plans.

“Mercer Advisors will be a long-term home for our 12 professionals, who are excited to access the full-service wealth management services, resources, and capabilities of a high caliber RIA.”