News, Comment & Analysis results for Mercer Advisors

People Moves
April 14, 2025

Summary Of Moves In North American Wealth Management - February 2025

With a big-news story at Hightower – a new CEO and the departure of its predecessor – February

M and A
April 2, 2025

Mercer Advisors Adds Nearly $1 Billion With New Acquisitions

Denver-headquartered Mercer Advisors, a national Registered Investment Advisor, has been a large

M and A
March 31, 2025

Commonwealth Deal “Major Coup” For LPL 

This news service looks at how LPL Financial's ambition to be a major wealth management force

People Moves
February 12, 2025

High Drama At Hightower: New CEO, Many Questions

The CEO of Chicago-headquartered Hightower Advisors, Bob Oros, has left the firm and is being

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

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