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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Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
