Colorado-based RIA Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, Tennessee-headquartered investment advisory company Financial Partners Group (FPG) for an undisclosed sum.
DENVER, February 06, 2025--(BUSINESS WIRE)--Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the hiring of Alisa Maute, CIMA ...
Industry veteran joins $69 billion RIA to lead and scale its high-performing client development teams Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser ...
DENVER, February 06, 2025--(BUSINESS WIRE)--Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the hiring of Alisa Maute, CIMA®, CAIA℠, ...
Denver RIA acquirer Mercer Global Advisors has announced the acquisition of Financial Partners Group, a Tennessee practice managing $660 million in client assets, according to a press release.
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GlobalData on MSNMercer Advisors acquires Tennessee’s Financial Partners GroupColorado-based RIA Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, Tennessee-headquartered investment ...
Mercer, a business of Marsh McLennan (MMC), announced that it reached an agreement to acquire SECOR Asset Management, a global provider of ...
Denver-based Mercer Global Advisors announces acquisition of Financial Partners Group, expanding its presence in Nashville metro area.
The giant national RIAs are kicking off their 2025 respective deal calendars, with EP Wealth making a landmark expansion in the Southeast.
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