David Barton,
JD

Vice Chairman, M&A Leader

Dave Barton is Vice Chairman at Mercer Advisors, where he has held multiple senior leadership positions, including CEO for 9 years (2008-17), President, Chief Operating Officer, Head of Client Service, and General Counsel. As CEO he was responsible for transforming Mercer Advisors from a closely held company to a national platform RIA with 27 offices coast-to-coast increasing AUM by $9 billion during his tenure. He was the architect for Mercer Advisors’ Family Office business model, developed referral partnerships with TD Ameritrade, Schwab, and Scottrade, making Mercer Advisors one of the fastest growing RIAs in the United States.

In mid-2017 Mr. Barton stepped down as CEO to focus his time and attention to grow Mercer Advisors through M&A. Since then he has completed 25 acquisitions with acquired AUM of approximately $7.5 billion. Mr. Barton was named the “2018 M&A Leader of the Year” by WealthManagement.com. He earned his undergraduate degree at the University of California, Irvine, and his juris doctor degree from the University of the Pacific McGeorge School of Law. Mr. Barton was a practicing trial attorney before joining Mercer Advisors.

arrow-left arrow-right

Talk to Us.