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 Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
The Kansas-based RIA giant's latest purchase extends a run of specialized acquisitions that has defined its growth strategy through 2026.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
