Mercer Advisors Acquires Fure Financial Corporation

Mercer Advisors Acquires Frango Financial

December 4, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Frango Financial, a two-person RIA that manages approximately $110 million in client assets. The deal brings an all-woman advisory team into Mercer’s national RIA platform to bolster its presence in the Washington, D.C. and Charleston metro areas and expand its women-focused financial planning 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.

Mercer Advisors Acquires McConnell Financial Advisors

December 16, 2025

Wealth Management

Mercer Global Advisors (Mercer Advisors) has acquired McConnell Financial Advisors, a boutique Boise, Idaho-based financial planning firm with approximately $130 million in AUM. The deal expands Mercer’s presence across Boise and Sun Valley and bolsters its Women & Wealth-focused advisory capabilities while preserving McConnell’s relationship-driven planning approach.

Mercer Advisors Acquires Sanford Advisory Services, LLC

May 4, 2022

Wealth Management

Mercer Global Advisors, Inc. has acquired Sanford Advisory Services, LLC, a Portage, Michigan-based wealth management firm managing approximately $1.1 billion in AUM/A and serving about 1,100 clients. The Sanford team of ten professionals, including founders Todd Sanford, Scott Williams and Brent Kerstetter, will join Mercer as the firm expands its Central U.S. presence.

Mercer Advisors Acquires RMR Wealth Advisors, LLC

June 5, 2023

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired RMR Wealth Advisors, LLC, a Madison, Wisconsin-based wealth management firm founded in 2009. The deal brings RMR’s team, approximately $350 million in AUM and ~150 clients into Mercer’s national RIA platform to expand Mercer’s family office and wealth management capabilities.

Mercer Advisors Acquires Personal Financial Advisors, LLC

October 8, 2020

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Personal Financial Advisors, LLC (PFA), a Covington, Louisiana-based wealth management firm. PFA serves roughly 140 clients with approximately $105 million in AUM; founder Robert J. Reed, Jr. and his staff will join Mercer as the firm establishes its first physical presence in Louisiana.