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Financial Advisor

Dave Barton Puts January’s RIA Deal Frenzy In Perspective

In the first month of 2021, a stunning number of RIA M&A transactions were announced, creating a headline frenzy of deal news. We here at Mercer Advisors were a big contributor to these volumes by announcing seven transactions of our own this month, for a total of 43 acquisitions since 2016. Read more here.

Mercer Advisors Launches “Mercer Advisors 2030” Sustainable Growth and Development Corporate Initiative

Mar 25, 2021

Mercer Advisors Expands Executive Ranks with the Promotion of 4 Managing Directors

Mar 19, 2021

Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors’ Presence in California

Mar 10, 2021

Mercer Advisors Acquires AL Hewitt Inc.

Nov 18, 2019

Mercer Advisors Acquires CCP, Inc

Jan 9, 2020

Mercer Advisors Launches “Mercer Advisors 2030” Sustainable Growth and Development Corporate Initiative

Mar 25, 2021

Mercer Advisors Expands Executive Ranks with the Promotion of 4 Managing Directors

Mar 19, 2021

Acquisition of Epstein & White Financial, LLC (Registered Investment Adviser), Expands Mercer Advisors’ Presence in California

Mar 10, 2021

Mercer Advisors Acquires AL Hewitt Inc.

Nov 18, 2019

Mercer Advisors Acquires CCP, Inc

Jan 09, 2020

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