Mercer Advisors acquires $5 billion RIA, Regis Management Co.

Mercer Advisors acquires $5 billion RIA, Regis Management Co.
The addition of the ultra-high-net-worth multifamily office pushes Mercer's assets near $40 billion.
DEC 01, 2022

Mercer Advisors announced the acquisition of Regis Management Co., a San Francisco-based registered investment adviser with $5 billion under management.

Founded in 2000, Regis specializes in alternative investments and serves ultra-high-net-worth families.

Regis executives said a driving force behind the deal was being able to leverage Mercer’s expansive array of in-house family office services, such as estate planning, tax consulting and return preparation, and trustee services.

“We spent a lot of time meeting with and vetting potential partners,” Peter Gifford, Regis partner and president, said in a statement.

David Barton, who led the acquisition of Regis on behalf of Mercer, said: “Regis has built an industry leading, ultra-high-net-worth service offering that we believed not only complemented our service model, but indeed could operate as a top-tier solution set for clients with multigenerational wealth and the complex issues and needs this unique group experiences, and the expertise they demand.”

“We felt this business combination was a one plus one equaled four or five, a fully synergized result from top to bottom with best-of-breed service solutions for every client segment,” Barton said.

Mercer, based in Denver, is majority owned by Oak Hill Capital and Genstar Capital, and has more than $37 billion in client assets under management.

'IN the Nasdaq' with Jason Appleson, head of municipal bonds at PGIM

Latest News

Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York
Advisor moves: LPL welcomes $750M Osaic team, Raymond James recruits Wells Fargo duo in New York

Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.

UBS loses arbitration battle in fiduciary fight over foundation funds
UBS loses arbitration battle in fiduciary fight over foundation funds

A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.

RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee
RIA moves: NorthRock adds $800M Parkside Advisors, NFP acquires Levine Group in Tennessee

NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.

Three easy ways to boost your firm’s impact this summer
Three easy ways to boost your firm’s impact this summer

Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.

Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite
Hightower taps Osaic alum Scott Hadley as first chief advisory officer, expands C-suite

Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.