Mercer Advisors Acquires McConnell Financial Advisors

Mercer Advisors Acquires McGee Wealth Management, Inc.

December 31, 2020

Financial Services

Mercer Global Advisors (Mercer Advisors), a Denver-based registered investment adviser, acquired McGee Wealth Management, a Portland, Oregon wealth management firm, effective December 31, 2020. The transaction brings roughly 15 McGee team members and approximately $815 million AUM (serving ~800 clients) into Mercer as part of a succession plan and to augment Mercer’s Portland presence.

Mercer Global Advisors Acquires Miller Advisors, Inc.

September 27, 2021

Wealth Management

Mercer Global Advisors, a Denver-based RIA majority owned by Oak Hill Capital and Genstar Capital, has acquired Miller Advisors, Inc., a Kirkland, Washington wealth management firm with approximately $240 million AUM serving ~200 clients. The acquisition expands Mercer’s Pacific Northwest presence and supports succession and career development for Miller’s founders and team, who will join Mercer.

Mercer Advisors Acquires Marrs Wealth Management, LLC

December 31, 2020

Wealth Management

Mercer Global Advisors (Mercer Advisors), a national registered investment adviser headquartered in Denver, acquired Marrs Wealth Management, LLC, an Ames, Iowa-based wealth management firm with approximately $215 million AUM serving ~275 clients. The deal closed December 31, 2020, and four Marrs team members (including founders/LLC members Craig Marrs, Andra Reason, and Nathan Brammer) joined Mercer; the move was driven primarily by succession planning and to expand client services and back-office capabilities.

Mercer Advisors Acquires Mallard Financial Partners, Inc.

July 6, 2023

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Mallard Financial Partners, Inc., a Newark, Delaware-based wealth management firm. The deal brings Mallard's team and approximately $180 million AUM into Mercer to provide expanded in-house estate, tax and planning capabilities to Mallard's clients and support future growth.

Mercer Advisors Acquires Lewis Wealth Management

May 8, 2025

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors), a national RIA, has acquired Denver-based Lewis Wealth Management, LLC, an advisory firm led by Austin Lewis that manages roughly $75 million in client assets. The deal expands Mercer’s footprint and client assets in the Denver area while providing a succession plan and access to Mercer’s broader family office and back‑office capabilities.

Mercer Advisors Acquires Mirsky Financial Management Corporation

December 2, 2021

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Mirsky Financial Management Corporation (MFMC), a Rochester, New York-based wealth management firm with approximately $320 million in AUM. The deal expands Mercer Advisors' Northeast presence and brings MFMC's advisory and in-house tax capabilities and team into Mercer's platform.