DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Lewis Wealth Management, LLC (“Lewis ...

Mercer Global Advisors, a Denver-based registered investment advisor with approximately $92 billion in client assets, closed on two acquisitions at the end of 2025, capping the firm’s most active ...

BOSTON and BELLEVUE, Wash., Oct. 28, 2025 /PRNewswire/ -- Winthrop Wealth, an independent registered investment advisor (RIA), announced today that David Mercer, founder of Mercer Asset Management, ...

Mercer Advisors and EP Wealth have officially fired their opening shots in their 2025 organic growth strategy. On Tuesday, Mercer Global Advisors announced that it has acquired Financial Partners ...

Mercer Global Advisors has purchased a Los Angeles-based wealth manager and tax consultancy specializing in entertainment and creative professionals. Denver-based Mercer, which oversees more than $83 ...

The addition of Traust Sollus' New York City and Princeton, NJ offices deepens Mercer's footprint in the Northeast, brings Mercer's total offices to 29 and, with $420 million of Assets Under ...

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Long Run Wealth Advisors (“Long Run”), a Lake Placid, New ...

Mercer Advisors has passed a key inflection point in its long-running expansion strategy, announcing it has completed 101 RIA partnerships nationwide. On Thursday, the Denver-based firm shared the ...

One month after buying its first tax-only practice, Mercer Global Advisors has expanded its tax and accounting capabilities with the acquisition of Glass Jacobson Wealth Advisors, a Maryland-based ...

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and ...

DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of ...