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Mercer Advisors Acquires AFI Wealth Strategies Green Bay–based advisor Andrew Farrah said joining Mercer was a better way to grow his business than rebuilding it himself. Mercer Global Advisors, an RIA consolidator with $31 billion in client assets, acquired advisor Andrew Farrah’s $240 million AUM firm, AFI Wealth Strategies. The Green Bay, Wis.–based firm, provides wealth and financial planning to high-net-worth individuals, families and their businesses, according to a recent news release. “I built a successful and growing practice but had reached the limits of my capacity. To continue to add clients and grow I had to reinvent my business,” said Farrah. ....
Here are the breakaways, mergers and acquisitions, and appointments announced the week of Jan. 25, 2021. WealthManagement.com | Jan 29, 2021 In a week in which financial (and mainstream) media was largely dominated by the evolving Gamestop/Robinhood/Reddit saga, the M&A market, nonetheless, kept chugging along. Cleveland, Ohio–based MAI Capital announced it is acquiring HW Financial Advisors, an affiliate of accounting firm Howard, Wershbale & Co (HW&Co) in Beachwood, Ohio. Mercer Advisors deepened its hold in the Midwest as it tucked in Marrs Wealth Management, an 11-year-old firm located in Ames, Iowa, according to a company announcement. The Denver-based firm closed the deal on Marrs on Dec. 31, 2020, making it Mercer’s seventh acquisition since November. ....
Mercer Advisors Acquires Marrs Wealth Management, LLC Acquisition of Marrs Wealth Management, LLC (Registered Investment Adviser), Expands Mercer Advisors Presence in Iowa and Central United States News provided by Share this article Share this article DENVER, Jan. 25, 2021 /PRNewswire/ Mercer Global Advisors, Inc. ( Mercer Advisors ), a national Registered Investment Adviser ( RIA ), today announced the acquisition of Marrs Wealth Management, LLC, ( Marrs ), a respected wealth management firm located in Ames, Iowa. Marrs serves approximately 275 clients with assets under management ( AUM ) of approximately $215 million. Marrs was founded in 2010 by Craig Marrs, CFP®, CIMA®, AIF® ( Craig ), focusing on delivering comprehensive wealth management services to high net worth (HNW) clients. Marrs has three LLC members: Craig, Andra L. Reason, CPA, CFP®, and CSEP® ( Andra ), and Nathan Brammer, MBA, CIMA®, AIF® ( Nate ). In all, four Marrs team members wil ....
Mercer acquires $215 million Iowa RIA Ten-year-old Marrs Wealth Management is based in Ames. January 25, 2021 [ Sign Up For Our Newsletters Subscribe for original insights, commentary and discussions on major news stories of the week, from the InvestmentNews teamSIGN UP Recent Articles by Author ....