Mercer Advisors
Mercer Advisors swoops on First Ohio Planning
Colorado-based RIA Mercer Global Advisors has snapped up First Ohio Planning, an Ohio-based peer with around $350m in assets. Financial terms…
Oak Hill Capital buys stake in RIA aggregator Mercer Advisors
Oak Hill Capital has agreed to purchase an undisclosed stake in Mercer Global Advisors, a Colorado-based RIA aggregator, for an…
Mercer Advisors bolsters Colorado presence with Confluence purchase
Colorado-based RIA aggregator Mercer Advisors has purchased local peer Confluence Financial Advisors. Boulder-based Confluence offers wealth management services to HNW…
Mercer Advisors swoops on Arbor Asset Management
Colorado-based RIA Mercer Advisors has purchased Michigan-based Arbor Asset Management for an undisclosed sum. The takeover adds around $350m in…
Mercer Advisors takes over Dragon Financial Group
Colorado-based Mercer Advisors has acquired Dragon Financial Group, a financial planning and investment management services provider based in California. Owned…
Subscribe to our Newsletter
Get industry leading news, data and analysis delivered to your inbox
Mercer Advisors continues buying spree with Bell Wealth Management buy
Colorado-based wealth manager Mercer Advisors has acquired Texas-based peer Bell Wealth Management for an undisclosed sum. The acquired entity has…
Mercer Advisors continues buying spree, acquires FIM Group
Mercer Advisors has acquired Michigan-based wealth management firm Financial & Investment Management Group (FIM Group) for an undisclosed amount. The…
Mercer Advisors buys Sigma Investment Management Company
Colorado-based Mercer Advisors has acquired Sigma Investment Management Company, a wealth manager based in Oregon, for an undisclosed sum. Set…
Mercer Advisors snaps up Beacon Wealth Management
Mercer Advisors has acquired Beacon Wealth Management (BWM), a boutique wealth management company with around $230m assets under management (AUM).…
Mercer Advisors snaps up Traust Sollus Wealth Management
Mercer Advisors has acquired Traust Sollus Wealth Management, a boutique wealth manager with $420m in assets, for an undisclosed sum.…