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.

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