News results for Mercer Advisors

M and A
November 19, 2019

Mercer Advisors Buys Californian Wealth House

The firm's deal extends its footprint in California to a total of nine offices, covering almost

M and A
March 8, 2019

Mercer Advisors Global Acquires Another Wealth House

The latest deal takes the firm's total AuM to over the $15 billion mark.

M and A
February 20, 2019

Deals Of The Day: The Latest In Wealth Management M&A - Mercer Advisors

The latest M&A deals in wealth management across North America.

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January 4, 2019

Mercer Advisors Starts 2019 With Acquisition

The California-based firm has made another wealth management acquisition.

M and A
February 15, 2018

Mercer Advisors Bulks Up With Florida Firm, Plans Denver Headquarters

The integration of the Florida-based firm is Mercer Advisors' largest move to date.

M and A
January 10, 2018

Mercer Advisors Completes Double Deal

The financial terms of both deals were not disclosed.

M and A
September 11, 2017

Mercer Advisors Buys Another Wealth Firm

The acquisitions keep rolling on for the Santa Barbara-headquartered firm.

M and A
January 16, 2017

Mercer Advisors Continues Shopping Spree With Another Acquisition

A wealth advisory firm has added to its roster of recent acquisitions.

M and A
December 19, 2016

Mercer Advisors Acquires Fabian Wealth

The wealth manager has made the acquisition as part of its growth drive in Southern California.

People Moves
July 1, 2016

Georgia RIA Recruits From Mercer Advisors

GV Financial Advisors, the Atlanta-based firm, has added a new financial advisor from Mercer

Comment & Analysis results for Mercer Advisors