Partner with us.
Many firms who operate as fiduciaries and share our commitment to serving clients have joined the Mercer Advisors team since 2016. By becoming a part of the Mercer Advisors team, you gain access to a firm with national presence and scale and complete back office support, so advisors can focus on client needs. Advisory firms who join Mercer Advisors share a common vision of working with clients to help them live enriched lives and gain clarity on their paths to economic freedom.
We have a proven track record of successful M&A integration. Whether you’re exploring succession planning, looking to expand your service offerings or desiring to increase operations scale to focus on clients, we invite you to speak with us.
Case studies
Duckworth: Succession Planning Done Right
GFS: Centralized Back Office Support Fuels Growth for Family Office
Traust Sollus: Partnering to Expand a Firm’s Growth Trajectory
Wealth Design Services: Enhancing Expertise to Grow Clients and Deliver Customized Advice
“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 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.