Mercer Global Advisors
Mercer Advisors takes over Illinois wealth manager CCP
Mercer Global Advisors has expanded its national footprint with the acquisition of wealth manager CCP. The deal adds around $140m…
Mercer Advisors bolsters Connecticut presence with Regent takeover
Colorado-based Mercer Global Advisors has expanded its footprint in Connecticut with the purchase of Regent Wealth Management Group. Financial terms…
Mercer Global Advisors takes over Physicians Financial Advisors
Mercer Global Advisors, a RIA aggregator headquartered in Colorado, has expanded its presence in Southern California with the purchase of…
Mercer bolsters Southern California presence with JFM purchase
Colorado-based RIA aggregator Mercer Global Advisors has acquired Jackson Financial Management (JFM), a California-based wealth manager. JFM, set up in…
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