Mercer Advisors acquired seven RIAs with roughly $3.9bn in combined assets under management, during the last month in 2020. The fruits of this labor has shown itself in the first weeks of 2021. Head of M&A, Dave Barton, credits acquisitions to friendly deal structure and boosted internal capacity. Read to learn more here.
View SourceMore News and Awards
Ready to learn more?

Explore More

Investment Management
Understanding Your Portfolio’s Exposure to AI, Energy, and Real Estate
December 3, 2025
Insurance Solutions
Are You Underinsured? Strengthen Your Coverage Before the New Year
December 3, 2025