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Oct 21, 2020, 09:00 ET Mercer Advisors Bolsters Family Wealth Service Offering by Launching Insurance Solution

Mercer Global Advisors Inc. (Mercer Advisors), a full-service wealth management firm and one of the largest independent Registered Investment...


Sep 17, 2019, 07:00 ET Mercer Advisors Selects Oak Hill Capital as Strategic Partner As Part of Recapitalization

Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) exceeding $16.5 billion, announced today a...


Feb 19, 2019, 07:30 ET Mercer Advisors Acquires Arbor Asset Management

Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor (RIA), today announced the acquisition of Arbor Asset...


Nov 12, 2018, 07:45 ET Mercer Advisors Acquires Sigma Investment Management Company

Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor (RIA), today announced the acquisition of Sigma Investment...


Jan 16, 2018, 11:14 ET Mercer Advisors Launches Investor Education Initiative

Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor (RIA) firm based in Santa Barbara, today announced the launch of a ...


Jan 09, 2018, 08:10 ET Mercer Advisors Acquires Austin-based Murray & Co. Asset Management

Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor (RIA) firm based in Santa Barbara, today announced the acquisition ...


Jan 09, 2018, 08:05 ET Mercer Advisors Acquires Hartford-based Pinnacle Investment Management

Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor (RIA) firm based in Santa Barbara, today announced the acquisition ...


Jun 13, 2017, 08:30 ET Mercer Advisors Names Dave Welling CEO

Mercer Advisors Inc. ("Mercer Advisors"), a leading national Registered Investment Advisor (RIA) firm based in Santa Barbara, today announced the...


Feb 13, 2017, 07:02 ET Mercer Advisors Acquires Duckworth Wealth Advisors

Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor (RIA) firm based in Santa Barbara, today announced the acquisition ...


Mar 28, 2016, 09:52 ET Mercer Advisors and Kanaly Trust Merge to Create One of the Largest Independent Wealth Managers in the United States

Mercer Advisors and Kanaly Trust, two leading wealth management firms, today announced that they have reached a definitive agreement to merge. Upon...


Nov 13, 2015, 07:03 ET Mercer Advisors Expands Footprint, Acquires Spruce Hill Capital

Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor firm based in Santa Barbara, today announced its acquisition of...