Recent events
Recent events tied to this brand in public sources.
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2026
Mercer Advisors adds Rebecca Iacopelli as Senior Wealth Advisor
Mercer Advisors announced that Rebecca Iacopelli joined its New York City office as a Senior Wealth Advisor in the Regis division.
2026
Mercer Advisors acquires NorthAvenue Financial Advocates
Mercer Advisors acquired Columbus-based NorthAvenue Financial Advocates, a women-led RIA founded in 2018 by Kristen Moosmiller, adding approximately $220 million in client assets and expanding Mercer's Ohio Valley presence.
2022
Mercer Advisors announces acquisition of Benemark
Mercer Global Advisors announced its acquisition of wealth management firm Benemark, whose entire team will join Mercer Advisors.
2022
Mercer Advisors announces acquisition of Wrenn Financial Strategies
Mercer Advisors announced its acquisition of Raleigh-based wealth management firm Wrenn Financial Strategies. Wrenn’s team will join Mercer Advisors.
2022
Mercer Advisors announces acquisition of HawsGoodwin
Mercer Advisors announced its acquisition of HawsGoodwin Investment Management, Inc., a wealth management firm in Franklin, Tennessee. HawsGoodwin’s entire team will join Mercer Advisors.
2021
Mercer Advisors announces acquisition of Lake Point
Mercer Global Advisors announced its acquisition of Lake Point Wealth Management, LLC, doing business as Lake Point Advisory Group. Reid Johnson and Lake Point’s 19 staff members will join Mercer Advisors.
2021
Mercer Advisors announces acquisition of Quest Capital Management
Mercer Global Advisors announced its acquisition of Dallas-based wealth management firm Quest Capital Management. Quest's shareholders and seventeen staff members were to join the Mercer Advisors team.
2021
Mercer Advisors acquires Quest Capital Management
Mercer Advisors acquired Dallas-based Quest Capital Management, which had about $1.5 billion in assets across 660 clients. Quest's shareholders and 17 staff members will join Mercer Advisors.
2021
Mercer Advisors announces acquisition of Epstein & White Financial
Mercer Advisors announced that it had acquired Epstein & White Financial and related entity Epstein & White Retirement Income Solutions. The announcement said EWF’s team would join Mercer Advisors.
2021
Mercer Advisors announces acquisition of Rowland Carmichael Advisors
Mercer Advisors announced that it had acquired Rowland Carmichael Advisors, a wealth management firm in Scottsdale, Arizona.
2020
Mercer Advisors completes acquisition of McGee Wealth Management
Mercer Advisors announced that it had acquired McGee Wealth Management; the transaction closed on December 31, 2020.
2020
Mercer Advisors completes acquisition of Hart Capital Management
Mercer Advisors acquired Hart Capital Management, a Spokane-based firm with about $440 million in assets under management. The deal closed on December 31.
2020
Mercer Advisors announces acquisition of Summit Wealth Advisors
Mercer Global Advisors announced its acquisition of Summit Wealth Advisors, a wealth management firm in Frisco, Colorado. The announcement said Summit shareholder and client advisor Emily Ann Messegee would join Mercer Advisors along with the Summit team.
2020
Mercer Advisors announces acquisition of Argosy Wealth Management
Mercer Advisors announced the acquisition of Argosy Wealth Management, a wealth management firm near Beverly Hills, California. Argosy's co-founders and seven staff members were to join Mercer Advisors.
2020
Mercer Advisors announces acquisition of First Ohio Planning
Mercer Advisors announced its acquisition of First Ohio Planning, a wealth management firm in Columbus, Ohio. First Ohio will merge with Mercer Advisors’ existing Columbus office.
2019
Mercer Advisors acquires SD Financial
Mercer Global Advisors Inc, backed by Oak Hill Capital and Genstar Capital, acquired Dearborn, Michigan-based SD Financial Pathways, a wealth management firm.
2019
Mercer Advisors announces acquisition of Republic Wealth Advisors
Mercer Advisors announced its acquisition of Republic Wealth Advisors, a wealth management firm based principally in Houston, Texas. Republic staff, including Patrick T. Moore, were also to join Mercer Advisors.
2019
Mercer Advisors acquires AL Hewitt
Mercer Advisors acquired AL Hewitt, a Camarillo, California wealth management firm. AL Hewitt brought 120 clients and $100 million in assets under management to Mercer Advisors.