Mercer Global Advisors, a $27 billion Denver-based registered investment adviser, has acquired Marrs Wealth Management, a 10-year-old RIA firm in Ames, Iowa, that serves 275 clients and manages $215 million in assets.
[More: Mercer Advisors acquires $440 million RIA]
Founder Craig Marrs and ad
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The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.
The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.
South Florida-based advisor had been overseeing $105 million in client assets at Wells.
