Mercer Advisors

Mercer Advisors swoops on First Ohio Planning

Colorado-based RIA Mercer Global Advisors has snapped up First Ohio Planning, an Ohio-based peer with around $350m in assets. Financial terms…

Oak Hill Capital buys stake in RIA aggregator Mercer Advisors

Oak Hill Capital has agreed to purchase an undisclosed stake in Mercer Global Advisors, a Colorado-based RIA aggregator, for an…

Mercer Advisors bolsters Colorado presence with Confluence purchase

Colorado-based RIA aggregator Mercer Advisors has purchased local peer Confluence Financial Advisors. Boulder-based Confluence offers wealth management services to HNW…

Mercer Advisors swoops on Arbor Asset Management

Colorado-based RIA Mercer Advisors has purchased Michigan-based Arbor Asset Management for an undisclosed sum. The takeover adds around $350m in…

Mercer Advisors takes over Dragon Financial Group

Colorado-based Mercer Advisors has acquired Dragon Financial Group, a financial planning and investment management services provider based in California. Owned…

Mercer Advisors continues buying spree with Bell Wealth Management buy

Colorado-based wealth manager Mercer Advisors has acquired Texas-based peer Bell Wealth Management for an undisclosed sum. The acquired entity has…

Mercer Advisors continues buying spree, acquires FIM Group

Mercer Advisors has acquired Michigan-based wealth management firm Financial & Investment Management Group (FIM Group) for an undisclosed amount. The…

Mercer Advisors buys Sigma Investment Management Company

Colorado-based Mercer Advisors has acquired Sigma Investment Management Company, a wealth manager based in Oregon, for an undisclosed sum. Set…

Mercer Advisors snaps up Beacon Wealth Management

Mercer Advisors has acquired Beacon Wealth Management (BWM), a boutique wealth management company with around $230m assets under management (AUM).…

Mercer Advisors snaps up Traust Sollus Wealth Management

Mercer Advisors has acquired Traust Sollus Wealth Management, a boutique wealth manager with $420m in assets, for an undisclosed sum.…