Partner with us.
Many firms who operate as fiduciaries and share our commitment to serving clients have joined Mercer Advisors.
We have a proven track record of successfully integrating 25 acquisitions.
Whether you’re exploring succession planning, expanding your service offerings (in-house tax and estate planning), or increasing operational scale, we invite you to talk to us.
Case studies
Wealth Design Services: Enhancing Expertise to Grow Clients and Deliver Customized Advice
Traust Sollus: Partnering to Expand a Firm’s Growth Trajectory
GFS: Centralized Back Office Support Fuels Growth for Family Office
Duckworth: Succession Planning Done Right
“Pay attention to the softer things, like the cultural comparisons and getting to know the people. These are going to be people you see every day, so spend the time and get to know them outside of the office setting. For our industry, this is probably one of the most important issues we are all facing, so make sure you get started now, obtain professional advice, and find the right partner. We did and couldn’t be happier!”
KARA DUCKWORTH, DUCKWORTH WEALTH ADVISORSAll Acquisitions
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Mercer’s Head of M&A discusses the benefits of selling to a scale player at the Schwab Impact 2019 Conference
November 10, 2019
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Succession Planning: How Duckworth Joined Mercer Advisors
May 28, 2019
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Dave Barton, Head of M&A and Vice Chairman, Explains How to Create a G2 Succession Plan
October 18, 2019
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RIAs Acquiring Firms at Record Pace
September 28, 2019
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Mercer Advisors Acquires Sage Future Financial
September 5, 2019
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Mercer Advisors Leading the Trend Toward Record RIA M&As in 2019
August 6, 2019
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Head of M&A, Dave Barton, discusses the latest trend for succession planning at the Devoe & Co M&A Summit
May 30, 2019
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Mercer adds $510M RIA to growing roster
June 25, 2019
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Mercer Advisors Acquires Jackson Financial Management
June 19, 2019
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Duckworth Wealth Advisors on Succession Strategy and Finding the Perfect Fit with Mercer Advisors
May 28, 2019
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Mercer Advisors’ CEO talks to Financial Times about Acquisition Strategy
May 4, 2019
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Mercer Advisors acquires Confluence Financial Advisors
March 7, 2019
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Mercer Advisors Acquires Bay Area RIA Dragon Financial Group
January 03, 2019
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Mercer Advisors acquires Bell Wealth Management
December 12, 2018
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Mercer Advisors Continues Expansion with Acquisition Of McDermott Advisory Group, LLC
November 27, 2018
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Mercer Advisors Acquires Financial & Investment Management Group, Ltd.
November 15, 2018
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Mercer Advisors Acquires Sigma Investment Management Company
November 12, 2018
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Mercer Advisors Acquires Beacon Wealth Management
November 5, 2018
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Mercer Advisors Launches RIA Partnership Educational Series; Dave Barton Named M&A Leader of the Year
September 18, 2018
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Mercer Advisors Acquires Hartford-based Pinnacle Investment Management
Jan 09, 2018
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Mercer Advisors Acquires Austin-based Murray & Co. Asset Management
March 7th, 2018
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Mercer Advisors Acquires Ray Mignone & Associates
September 8, 2017
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Mercer Advisors Acquires Blue Moon Wealth Advisory
August 16, 2017
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Mercer Advisors Acquires Traust Sollus Wealth Management
March 5, 2018
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Mercer Advisors acquires Wealth Design Services
July 12, 2017
Looking for partnership solutions?
We help RIAs with growth, succession planning or exit strategies. We offer a myriad of solutions to help take care of and service existing clients. Speak with our Vice President of Business Development, William Perysian.