Los Angeles-based firm brings 50-year legacy of serving clients in prestigious roles within entertainment, media and business leadership

DENVER, October 7, 2025 – Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), has added Singer Burke, a premier, Los Angeles-based wealth management, tax, and business management firm with a 50-year legacy of serving highly accomplished creative professionals and executives in the media and entertainment sector. Two entities, collectively known as Singer Burke, are part of the transaction: SB Capital Management, Inc., a $1.2 billion RIA providing comprehensive investment management and wealth planning services, and Singer Burke Zimmer & Kogan, LLP, which provides a full range accounting, tax, business management and financial consulting.

Singer Burke joins Mercer Advisors’ Regis Group (“Regis”), a specialized national team dedicated to families with $25 million or more in investable assets. It will also serve as the cornerstone of the company’s media, entertainment and creative professionals specialty practices across all client segments.

Sandy Singer founded Singer Burke in 1972 with the vision of helping clients take control of their financial lives via collaborative and comprehensive planning-led solutions. Today, the company focuses its comprehensive family office service model on media and entertainment business professionals. Singer Burke is one of the most well-respected business management firms in Los Angeles, serving some of the entertainment industry’s top showrunners, producers, writers, actors, and composers for many decades. 

In seeking a partner, Singer Burke was focused on joining a partnership with shared values, a time-tested track record and expanded resources. Singer Burke’s partners were particularly focused on finding partners who would enable them to focus on serving clients and would position them to do the best work of their careers for many years to come. 

By joining Mercer Advisors, the Singer Burke leadership team — Matthew Burke, Richard Singer, Elaina Kogan, Stephanie Connor Arkof, and Amitha Harichandran — gains a professional management team, enterprise-scale operations and technology, and a wider set of client services including estate planning which they did not previously offer. The team of 60-plus professionals will focus on continuing to deliver the high-caliber client experience that has defined the firm for more than 50 years. 

“We believe client outcomes are strongest when financial professionals work in true coordination,” said Matthew Burke, Managing Partner of Singer Burke. “For decades, we’ve had the privilege of serving some of the most accomplished individuals in entertainment and media. We partnered with Mercer Advisors because we believe the firm’s collaborative ethos, supported by its team of integrated specialists, exemplifies how clients receive the best service. This partnership ensures our clients, and our team, will thrive for the next fifty years and beyond.” 

Added Burke: “As we got to know the team at Mercer Advisors, we gained conviction that they not only share guiding principles of serving clients but also have the scale, resources, and integrity to champion important principles and values as we navigate the dynamic landscape ahead together.” 

Mercer Advisors has more than $80 billion in total client assets, with $20 billion across its ultra-high-net-worth offerings. 

“Mercer Advisors and Singer Burke are united by a commitment to excellence and discretion in serving families who expect the highest levels of coordination, insight, and execution,” said Daniel Gourvitch, President of Mercer Advisors. “We take great pride in building a hand-picked family office team for every client we serve, and by bringing Singer Burke into our partnership, we’re adding exceptional interdisciplinary expertise that enhances our ability to serve the unique needs of creative professionals and their families. More importantly, we are adding a set of partners who share our values and commitment to creating a differentiated firm that operates as a single team for the benefit of every client.”  

Today, 100+ colleagues are part of the Regis Group and are fully focused on serving ultra-high-net-worth clients. This group also provides specialized support to all Mercer Advisors teams to provide the highest standard of care to Regis families in every market. The Regis Group is comprised of long-tenured Mercer Advisors professionals as well as professionals from hand-selected partner firms that have joined over the last several years – including Regis Management Company, MDK Private Wealth Management, Waypoint Capital Advisors. Each firm has brought their own depth and experience in recent years, as well as distinct specialties in various fields.  

“The Regis Group is increasingly the destination of choice for the industry’s preeminent fiduciary, ultra-high-net-worth advisors who want to work together as a team – instead of competing against each other,” said Gourvitch. “Given the specialized combination of experience, skills and cultural alignment, we are highly selective in adding advisors to this group. We could not be more excited to find this caliber of talent in Singer Burke.” 

“Our partnership with Singer Burke will deliver immediate value to the firm’s clients and colleagues, expand our Regis Group in the LA market, and will allow us to deliver a purpose-built offering for creative professionals across the country,” said Ted Motheral, Principal, M&A Partner Development of Mercer Advisors. “We’ve added a premier team, in a key market, which strengthens our ability to deliver a comprehensive family office experience for today’s most successful families.”

With Singer Burke joining its ranks, Mercer Advisors continues to redefine the modern family office—offering clients with the most complex situations a blend of boutique service and institutional strength.

For this transaction, Jim DiPisa of Dalphia Partners served as the exclusive financial advisor to both SB Capital Management, Inc. and Singer Burke Zimmer & Kogan, LLP. Seward & Kissel LLP served as legal counsel to Singer Burke.

About Mercer Advisors

Mercer Advisors, the #1 ranked RIA firm in the nation for two years in a row according to Barron’s 2024 and 2025 Top 100 Registered Investment Advisor Firms, was founded in 1985. For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has over 1,350 employees, and operates nationally through more than 100 locations. Mercer Advisors has $83 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus.

Important Information 

Company statistics as of July 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. 

Barron’s Top 100 RIA methodology 

Mercer Advisors was ranked number 1 in non-mega RIA in 2024 and 2025. Advisors 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. 

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.