Mercer Global Advisors, a Denver-based registered investment adviser managing $27 billion, has acquired Hart Capital Management, an RIA managing $440 million that is headquartered in Spokane, Washington.
Hart, which was founded in 1998, serves about 400 clients. It also has an office in Coeur d’Alene, Idaho.
Founder Craig W. Hart and his team of nine professionals have joined Mercer.
The top-ranked RIA by total AUM continues to scale its wealth management arm, bringing its Pennsylvania presence to five offices.
The Reddit trading community's formal comment letter against the proposal is drawing widespread attention across finance and tech circles.
Chicago Partners Wealth Advisors is helping shape the platform's product roadmap after switching from a legacy system.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
