Mercer Advisors acquires $300 million RIA

Regent Wealth Management Group serves approximately 110 high-net-worth households

Aug 14, 2019 @ 10:26 am

By InvestmentNews

Mercer Global Advisors, a Denver, Colo.-based national registered investment adviser, has acquired Regent Wealth Management Group, an RIA firm managing $300 million based in Woodbridge, Conn.

(More: Consider diversity when it comes to mergers and acquisitions)

The addition of Regent gives Mercer three offices in Connecticut and increases its assets under management to more than $16.5 billion.

Regent was founded in 1987 by Alan P. Weiss, an accountant and certified financial planner.

[Recommended video: How advisers can be a gamechanger for women investors]

0
Comments

What do you think?

View comments

Recommended next

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print