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

Oct 22, 2018

Mercer Acquires Ray Mignone Associates

Nov 21, 2018

Mercer Adds Two RIAs with $265 Million in Assets

Jan 9, 2018

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

Feb 28, 2018

Mercer Advisors Acquires Bay Area RIA Dragon Financial Group

Jan 4, 2019

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

Oct 22, 2018

Mercer Acquires Ray Mignone Associates

Nov 21, 2018

Mercer Adds Two RIAs with $265 Million in Assets

Jan 09, 2018

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

Feb 28, 2018

Mercer Advisors Acquires Bay Area RIA Dragon Financial Group

Jan 04, 2019

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