News, Comment & Analysis results for Mercer Advisors

People Moves
February 7, 2025

Mercer Advisors Names New Client Development Head

Denver-headquartered Mercer Advisors, a $69 billion national Registered Investment Advisor, and a

M and A
February 5, 2025

Mercer Advisors Targets Tennessee

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been one of the

M and A
January 22, 2025

Deals Of The Day: The Latest In Wealth Management M&A – Cerity Partners, Prio Wealth

The latest mergers and acquisitions in the North American wealth management industry.

M and A
January 8, 2025

Mercer Advisors Targets Pacific Northwest

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been one of the

M and A
December 24, 2024

Summary Of North American Wealth Management M&A From July To End-2024

A summary of mergers and acquisitions in the North America wealth sector during July, August,

M and A
December 4, 2024

Mercer Advisors Continues Run Of Purchases

Mercer Advisors has been among the more energetic acquirers of wealth advisory businesses in the

M and A
November 12, 2024

Mercer Advisors Targets Greater Denver, Colorado

Denver-headquartered Mercer Advisors, a national registered investment advisor (RIA), has been one

People Moves
November 1, 2024

New York-Based Digital Wealth Firm Adds Five Advisors

Describing itself as a digital family office, the firm said it has accelerated AuM growth in recent

Strategy
October 23, 2024

Now A $100 Billion MFO, What’s Next For Pathstone?

Our US correspondent gets into the details of the multi-family office's strategy in the wake of an

M and A
October 3, 2024

Deals Of The Day: The Latest In Wealth Management M&A – Mercer, Hightower

The latest mergers, acquisitions and other corporate actions in the wealth management sector.

Comment & Analysis results for Mercer Advisors

M and A
December 15, 2022

Why Mercer Advisors Is The Leading RIA Acquirer

Mercer Advisors has been by far the most energetic acquirer of wealth management firms over recent