Investment News

Mercer Advisors Moves Toward $14 billion AUM with Sigma Deal

The shopping spree continues at Mercer Advisors, which announced its second acquisition of the month Monday, pushing the fast-growing acquirer to nearly $14 billion in assets under management.

This week’s deal involves Sigma Investment Management Co., a Portland, Ore.-based registered investment adviser with $500 million in assets under management.

The announcement comes just a week after Mercer secured an agreement to acquire Beacon Wealth Management, a $230 million RIA with offices in Hackensack, N.J., and Palm Beach, Fla.

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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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