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Mercer Advisors buys Epstein & White Financial, stoking acquisition spree and RIA consolidation

Mercer Advisors buys Epstein & White Financial, stoking acquisition spree and RIA consolidation
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

New yorkUnited statesSan diegoSan franciscoDave bartonBrad whiteRetirement income solutionsMercer advisorsWhite financialColorado based mercerOak hill capital partnersGenstar capitalSouthern californiaIncome solutionsMercer advisorChief executive officer brad white

Mercer buys $740 million Epstein & White

Serial acquirer Mercer Global Advisors expands its $28 billion RIA network by adding San Diego-based Epstein & White Financial.

United statesDave bartonBrad whiteEpstein whiteMercer global advisorsWhite financialSan diego basedChief executive dave wellingSouthern californiaOak hill capitalஒன்றுபட்டது மாநிலங்களில்டேவ் பார்டன்பிராட் வெள்ளைஎப்ஸ்டீன் வெள்ளைவெள்ளை நிதிசான் டியாகோ அடிப்படையிலானது

Mercer Advisors Acquires Epstein & White Financial, LLC

Mercer Advisors Acquires Epstein & White Financial, LLC Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors Presence in California News provided by Share this article Share this article DENVER, March 10, 2021 /PRNewswire/ Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser (RIA), today announced the acquisition of Epstein & White Financial LLC (and related entity Epstein & White Retirement Income Solutions, LLC) (hereinafter collectively referred to as EWF ), a respected wealth management firm located in San Diego, California. EWF serves approximately 1,300 clients with client assets of approximately $740 million. EWF was founded in 2013 by Brad White, CFP® focusing on delivering comprehensive wealth management services to their mass affluent and high net worth (HNW) clients. EWF has over twenty (20) team members who will be joining the Mercer Advisors team.

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The RIA roll-up market has seen a decade of explosion

The RIA roll-up market has seen a decade of explosion The marketplace for RIA M&A networks is currently overrun with players from brand-new entrants from outside the U.S. to well-established RIAs. Over the past 15 years, the RIA aggregator market has taken off. March 8, 2021 8 MINS Ten to 15 years ago, when the very first group of aggregators, or roll-ups, of registered investment advisers were arranging and completing their first round of M&A deals, there were three pillars in the industry’s mergers and acquisitions landscape, plus one outlier. The first pillar was United Capital, a centralized platform that absorbed the RIA firms it purchased and renamed them, bringing them under one central brand and technology and investment platform.

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The Sunday Minefield - February 28, 2021 - The Alaska Landmine

The Sunday Minefield - February 28, 2021 - The Alaska Landmine
alaskalandmine.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from alaskalandmine.com Daily Mail and Mail on Sunday newspapers.

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