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David Barton,
JD

M&A Leader

David Barton has held many senior leadership positions at Mercer Advisors 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 RIA that was not growing to a leading national platform business with dozens of offices coast-to-coast. Prior to Mr. Barton taking over as CEO, the company had added fewer than 100 net new wealth management clients over the prior decade.  During his tenure as CEO, Mercer Advisors’ AUM increased from $3 billion to $12 billion adding thousands of new clients.

David was the architect of Mercer Advisors’ Family Office business model, developed referral partnerships with TD Ameritrade, Schwab, Scottrade, etc., making Mercer Advisors one of the fastest organic growing RIAs in the United States.

Mr. Barton stepped down as CEO in late 2017 to focus on and lead M&A for Mercer Advisors. Since then, Mercer Advisors has become a leading acquirer completing 43 acquisitions with approximately $15 billion in acquired AUM. Mr. Barton was named “2018 M&A Leader of the Year” and also won “2020 Best M&A Deal of the Year”. Mr. Barton was a successful trial attorney in California before joining Mercer Advisors.

Please Note: The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services.

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