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.

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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