Investment News

Mercer Advisors Acquires Wealth Design Services

Mercer Advisors Inc., a Santa Barbara, California-based RIA managing $10.6 billion in assets through several firms, has acquired Wealth Design Services (WDS), a Rochester, New York-based RIA, which manages approximately $160 million in assets and includes a tax practice.

Dave Welling Explains Why Rising Private Equity Involvement in the RIA Business is Flat-out Great

Nov 21, 2018

Mercer Acquires Ray Mignone Associates

Nov 21, 2018

Mercer Advisors Acquires Austin-based Murray & Co. Asset Management

Nov 21, 2018

Mercer Advisors acquires Bell Wealth Management

Dec 12, 2018

Mercer Advisors Acquires Blue Moon Wealth Advisory

Nov 21, 2018

Dave Welling Explains Why Rising Private Equity Involvement in the RIA Business is Flat-out Great

Nov 21, 2018

Mercer Acquires Ray Mignone Associates

Nov 21, 2018

Mercer Advisors Acquires Austin-based Murray & Co. Asset Management

Nov 21, 2018

Mercer Advisors acquires Bell Wealth Management

Dec 12, 2018

Mercer Advisors Acquires Blue Moon Wealth Advisory

Nov 21, 2018

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