Mercer Global Advisors, a Denver-based national registered investment adviser, has acquired First Ohio Planning, an RIA based in Columbus, Ohio, managing $350 million.
First Ohio, which was founded in 1979 and has five wealth management professionals, serves 280 families. It will merge with Mercer’s existing office in Columbus.
Mercer now manages more than $18.7 billion.
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Public support grows for policies that spread AI’s financial gains beyond tech companies.
Investment banking fees rose 30% on a wave of IPOs and megadeals, led by the largest public listing on record.
Series A funding from Portage, Bain Capital, and other investors will fuel data tools designed to speed advisor transitions and cut onboarding delays across wealth firms.
The Minneapolis-based RIA aggregator is adding two North Carolina practices managing nearly $1 billion, pushing its total client assets past $158.2 billion.
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