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Acquisitive Wealth Manager Mercer Announces 2nd Deal in as Many Days

Mercer Global Advisors, a large, nationwide registered investment advisor, has made two acquisitions that will swell its asset count by about $1.4 billion.…

United statesMercer global advisorsDenver based mercerReaking news

Mercer Global Advisors Lands 2 Acquisitions in a Week

Mercer Global Advisors Lands 2 Acquisitions in a Week
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United statesMercer global advisorsDenver based mercer

Advisory M&A | PLANADVISER

Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial education provider; and more.

United statesCity ofUnited kingdomBrian hershbergerPatrick goshtigianNoah kernerJeff lehmanAaron lehmanJason gordoLehman derafeloMichael baittingerPaul barbehennDan kilpatrickGary rothLouise hillMike capelle

RIA Edge Roundup: $12 6B+ in Assets on the Move

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.

New yorkUnited statesBoca ratonSan diegoSan antonioMashonaland eastRocky mountainMashonaland westNew marketCoral gablesJoe reevesLyle lamotheRaymond jamesGerry goldbergAaron kruegerJason ozur

RIA Edge Roundup: $12 6B+ in Assets on the Move

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.

New yorkUnited statesBoca ratonSan diegoSan antonioMashonaland eastMashonaland westNew marketCoral gablesJoe reevesLyle lamotheRaymond jamesGerry goldbergAaron kruegerJason ozurAaron cohen

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