Mercer Advisors has expanded in the US with the acquisition of Colorado RIA Chapel & Collins, and Minnesota’s investment advisory and financial planning firm Waypoint Capital Advisors.

“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.” ...

A national investment advisor has acquired a Memphis financial planning and advisory firm. Denver-based Mercer Global ...

the 10-person team serves clients in 17 states. Mercer Advisors said the acquisition will help strengthen its service capabilities in areas such as estate and tax planning. In a statement ...

While the aging financial advisor population has led many RIAs to seek new ownership, demographics have not been the driving force for M&A deals undertaken by Mercer Advisors, the mega-RIA that ...

M&A Partner Development at Mercer Advisors. "We empower clients to make informed financial decisions that support their vision for the future. This partnership allows us to provide their team with ...

10-person firm with offices in Lexington and Louisville becomes the Kentucky presence of the $70 billion Denver-based firm Led by Scott Neal, President & CEO; Jerome Zimmerer, Vice-President ...

Mercer Advisors deepened its presence in Tennessee and expanded for the first time to Kentucky with the absorption of Memphis-based Vishria Bird Financial and D. Scott Neal Inc., a firm based in ...