Displaying 37 results
Mercer Advisors lands $2.5B mega-practice
The acquisition of the Seattle-based multifamily office deepens the national RIA’s UHNW presence in the Pacific Northwest.
Mercer adds Denver RIA overseeing $465M
Transitions Wealth Management was founded in 1999 by a team of accountants.
Mercer announces two deals in as many days
RIA aggregator acquired $495M Paragon Wealth Strategies and $95M Brighton Financial Planning.
Mercer acquires $630M North Carolina RIA
Charlotte-based Kingfisher Capital was founded in 1989.
Mercer Global Advisors heads northeast for second acquisition of the week
The deal adds Delaware-headquartered RIA Mallard Financial Partners, with $180 million in AUM, to Mercer’s growing footprint.
Mercer Global Advisors adds $400 million in first deal since latest recapitalization
The founder of Macon, Georgia-based Day & Ennis, a 35-year-old RIA, cited the need to scale as a driving force behind the deal.
Mercer acquires California-based Empyrion Wealth
The firm, led by Kimberly Foss, manages $250 million, and is the 15th woman-owned firm Mercer has purchased since 2016.
Mercer acquires $325 million Georgia firm
Entire team at Atlanta-based Resource Planning Group will make the move to Mercer Advisors.
Mercer acquires $850 million Michigan RIA
The deal for Ann Arbor-based Vintage Financial Services expands Mercer's presence in Michigan.
Mercer Global Advisors acquires $360 million Texas practice
Mark D. Cunningham, a sole proprietorship based in Bellaire, Texas, was formerly affiliated with Raymond James.
Mercer Global Advisors adds Cincinnati firm managing $370 million
The Asset Advisory Group, founded in 1988, serves about 160 clients and will expand Mercer's presence in Ohio.
Mercer Global Advisors adds $1 billion with deal for Goldstein Munger
The San Ramon, California-based family office has a history dating back to 1979.
Mercer Global acquires woman-owned $250 million planning firm
Starks Financial Group, which was founded in 1999, is based in Asheville, North Carolina.
Mercer acquires $130 million RIA
The deal for Bivin and Associates, which is based in Ponca City, Oklahoma, expands Mercer’s Midwest presence.
Mercer adds second $1 billion-plus RIA in as many days
The aggregator announced the addition of Sanford Advisory Services, a $1.1 billion firm based in Portage, Michigan, as private equity backing continues to drive acquisitions in the wealth management space.
Mercer Global Advisors adds $1.2 billion with latest deal
Mercer is acquiring HYA Advisors, an RIA based in Springfield, Missouri, as private equity money continues to drive RIA consolidation.
Mercer Global acquires $230 million RIA
Acquisition of Benemark expands Mercer’s presence in Northeast.
Mercer Global buys $238 million RIA
Wrenn Financial Strategies in Raleigh, North Carolina, is the firm's latest acquisition.
Mercer Global acquires $680 million RIA
HawsGoodwin Investment Management is based in Franklin, Tennessee.
Mercer acquires $510 million Florida RIA
Naples-based Cordasco Financial Network was founded in 2011.
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