News results for Mercer Advisors

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August 3, 2022

Mercer Advisors Continues Acquisition Drive

The acquisition of Mallard Advisors expands Mercer Advisors’ Northeast presence

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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

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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.

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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.

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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.

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January 10, 2018

Mercer Advisors Completes Double Deal

The financial terms of both deals were not disclosed.

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September 11, 2017

Mercer Advisors Buys Another Wealth Firm

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

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January 16, 2017

Mercer Advisors Continues Shopping Spree With Another Acquisition

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

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December 19, 2016

Mercer Advisors Acquires Fabian Wealth

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

Comment & Analysis results for Mercer Advisors