Mercer acquires Singer Burke to expand its $20B UHNW base

Mercer Advisors has expanded its elite ultra-high-net-worth practice with the acquisition of Los Angeles wealth and business management firm Singer Burke.

The firm, specializing in entertainment and creative industries, joins Mercer’s prestigious Regis Group which serves clients with at least $25 million in investable assets and meets the firm’s desire to deepen its footprint in serving high-earning professionals in media, entertainment, and allied creative sectors.

Founded in 1972 by Sandy Singer, Singer Burke has cultivated a fifty-year legacy serving showrunners, actors, producers, writers, composers, and executives across the entertainment spectrum.

The arrangement brings together SB Capital Management, a $1.2 billion RIA focused on investment management and wealth planning, and Singer Burke Zimmer & Kogan, which delivers accounting, tax, business management, and financial advisory services.

Under the deal, Singer Burke’s leadership team including Matthew Burke, Richard Singer, Elaina Kogan, Stephanie Connor Arkof, and Amitha Harichandran will gain access to Mercer’s enterprise resources, technology infrastructure, and operational support, while retaining their client-centric, boutique culture. SB has a combined team of around 60 staff.

“We believe client outcomes are strongest when financial professionals work in true coordination,” says Burke. “For decades, we’ve had the privilege of serving some of the most accomplished individuals in entertainment and media. We partnered with Mercer Advisors because we believe the firm’s collaborative ethos, supported by its team of integrated specialists, exemplifies how clients receive the best service. This partnership ensures our clients, and our team, will thrive for the next fifty years and beyond.”

For Mercer, the move aligns tightly with its strategy to fuse boutique advisor culture with institutional-level scale. The firm currently manages over $80 billion in assets (including $20 billion in ultra-high-net-worth mandates).

“Mercer Advisors and Singer Burke are united by a commitment to excellence and discretion in serving families who expect the highest levels of coordination, insight, and execution,” said Daniel Gourvitch, president of Mercer Advisors. “We take great pride in building a hand-picked family office team for every client we serve, and by bringing Singer Burke into our partnership, we’re adding exceptional interdisciplinary expertise that enhances our ability to serve the unique needs of creative professionals and their families.”

Gourvitch also emphasized that the Regis Group has become a magnet for leading fiduciary advisors working with the ultra-wealthy.

Mercer has structured the integration to preserve the legacy of Singer Burke while layering in Mercer’s tax, estate, and administrative strengths—and to offer new value across Mercer’s national platform.