Investment News

Mercer Advisors Acquiring Its Way to National Family Office Status

For more than 20 years leading up to the 2008 financial crisis, the Mercer Advisors business model was simple, straight forward and working quite nicely. A strict focus on the lucrative world of dental practice business consulting services provided an easy entry point into the management of the dentists’ assets. Even though the business model helped Mercer grow to seven offices and $3 billion under management, serving 3,000 clients, it wasn’t strong enough to withstand the force of the Great Recession.

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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