Mercer Adds 2 Advisor Firms With Nearly $900 Million in Assets
The Denver-based firm has closed on deals to expand its presence in Tennessee and open its first office in Kentucky.
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Mercer Advisors, Sequoia announce latest RIA additions
Mercer is expanding with new partners in Tennessee and Kentucky, while Sequoia lands its ninth acquisition since 2023.
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Mercer Global Acquires Kentucky, Tennessee Firms With $900 AUM
Mercer Global Advisors has added nearly $900 million in client assets and established a foothold in Kentucky with the acquisitions of two practices.
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Mercer Global Advisors Buys 2 RIAs With Nearly $1.7 Billion in Assets
“Partnering with a leading national fiduciary firm like Mercer Advisors helps empower our team of advisors to strengthen existing client relationships and develop new ones.” ...
InvestmentNews29d
$70B Mercer Advisors taps Ted Motheral to co-lead M&A strategy
“Mercer Advisors has built a reputation as a premier destination for RIA owners seeking a partner that prioritizes their clients, their team, and their long-term success,” Motheral said.