Fiduciary-first financial planning firm reinforces Mercer Advisors’ footprint in Denver

DENVER, MAY 8, 2025 –  Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Lewis Wealth Management, LLC (“Lewis Wealth Management”), a Denver-based RIA. The addition of Lewis Wealth Management enhances Mercer Advisors’ nearly $5.5 billion in assets under management in Colorado across its eight offices and more than 160 employees in the greater Denver area.

Led by Austin Lewis, CFP^®, the Denver, Colorado-based firm manages approximately $75 million in client assets, serving 40 clients with a focus on comprehensive financial planning. His approach emphasizes evidence-based investment management, long-term investing and diversification, all backed by a strong fiduciary commitment to his clients.

“Joining Mercer Advisors provides me with the resources and support to serve my clients more comprehensively in the long term,” said Lewis. “Supported by this robust platform, I can focus on what matters most—helping our clients achieve their financial goals—while ensuring they benefit from a broader range of services and expertise. This partnership strengthens my commitment to fiduciary-first financial planning and positions my clients for sustained success well into the future.”

The acquisition will provide Lewis Wealth Management with access to Mercer Advisors’ comprehensive suite of services, including family office solutions, back-office support and specialized investment resources. This strategic partnership enables Lewis Wealth Management to focus on its clients’ needs and growth objectives all while securing a succession plan as a sole proprietor.

“Austin has built a firm focused on providing personalized, fiduciary-driven financial planning, which precisely aligns with our values,” said Martine Lellis, Principal, M&A Partner Development at Mercer Advisors. “This partnership allows us to offer Austin and his clients enhanced resources and expanded services while ensuring that they continue to receive the exceptional client service and tailored guidance they’ve come to rely on.”

Since relocating its headquarters to Denver in 2017, Mercer Advisors has grown to serve more than 2,200 families in the region. The firm was recently recognized as the “Fastest Grower” in Colorado on Citywire’s 2024 Top 50 Fastest Growers Across America list and is ranked #1 in the Denver Business Journal’s 2024 list of Colorado-Based Investment Managers.

“For advisors like Austin, who have built a business rooted in providing exceptional client service, Mercer Advisors offers them the tools and resources to build on their strengths and deliver even greater value,” said Laura Combs, Executive Managing Director at Mercer Advisors. “This partnership will help Lewis Wealth Management continue to thrive in the greater Denver area, and we are thrilled to welcome them aboard.”

For more information about partnering with Mercer Advisors, please visit merceradvisors.com/partnerwithus.

Important Information

Company statistics as of January 31, 2025. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a revenue sharing agreement.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

2024 – Barron’s Top 100 RIA methodology

Mercer Advisors was ranked number 1 for firms with up to $70 billion in client assets. In 2024 Barron’s ranked the largest registered investment advisor firms separately from its broader RIA ranking. For Barron’s Mega RIAs list, they selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that created a threshold of $70 billion in assets. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then Barron’s applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.