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Mercer Buys $275M River Glen Wealth Counselors

Mercer is picking up a $275M Iowa practice in its 2nd deal announcement of the year.

United statesWest des moinesLauren kaniukMatt busickWealth enhancement groupDenver based mercer global advisorsGlen wealth counselorsRandy von fumettiRiver glenOak hill capitalAltas partners

Mercer Adds $1 4B in Assets From California, Texas Acquisitions

Mercer is expanding its footprint in California and Texas and bolstering estate planning chops with two acquisitions announced this week

United statesSan diegoVince hawkinsDave bartonJeff wittDan seivertDustin stiefelWithers bergmanDenver based mercer global advisorsPrivate asset managementMercer advisorsPrivate assetManaging partner dan seivertFort worthWealth managementGenstar capital

Mercer Advisors Buys $1B AUM Goldstein Munger + Associates

Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.

Robert mungerGoldstein mungerDavid devoeRichard goldsteinDavid bartonRm goldstein accountancy corporationDevoe companyMercer global advisorsSan ramonGoldstein accountancy corporationGoldsteinenright financial advisersMercer advisorsSan francisco bay areaDenver based mercer global advisorsDenver based mercerOak hill capital

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financialadvisoriq.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialadvisoriq.com Daily Mail and Mail on Sunday newspapers.

United statesMercer global advisorsDenver based jordan financial strategiesKristy jordanMercer advisorsDenver based mercer global advisorsOak hill capitalGenstar capital

Mercer Advisors Acquires Jordan Financial Strategies

$120 million acquisition adds to Mercer’s home base in Denver.

United statesDavid bartonDenver based mercer global advisorsJordan financialDave wellingMercer advisorMercer advisorsOak hill capitalGenstar capital

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