Mercer Advisors Acquires Steward Wealth Management, LLC

Steward Partners Acquires Moore's Wealth Management

May 21, 2025

Wealth Management

Steward Partners, an employee-owned independent wealth management firm, has acquired Moore's Wealth Management, adding five financial advisors, nine team members in total, and approximately $700 million in client assets to its Legacy Division. The transaction expands Steward Partners' footprint into Gainesville, Georgia, and provides a succession and continuity solution for the Moore family-led team.

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 Global Advisors Acquires Benchmark Wealth Management

September 3, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Benchmark Wealth Management, a Registered Investment Adviser based in Old Lyme, Connecticut that oversees approximately $412 million in assets for more than 300 primarily high-net-worth clients. The deal expands Mercer’s presence in Connecticut and the Northeast while adding Benchmark’s high-net-worth financial planning and wealth management capabilities to Mercer’s national RIA platform.

Mercer Advisors Acquires Republic Wealth Advisors, LLC

December 10, 2019

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Republic Wealth Advisors, LLC, a Houston-based fee-only registered investment advisory firm with approximately $230 million AUM. The deal brings Republic's co-owners and staff into Mercer and expands Mercer's Texas presence while providing succession and continuity for Republic's founders and clients.

Mercer Advisors Acquires Convergent Wealth Management, LLC

March 31, 2022

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Convergent Wealth Management, LLC, a Chesterfield, Missouri-based wealth management firm with approximately $130 million in AUM. The deal brings Convergent's entire team into Mercer as part of Mercer’s strategy to expand its Central U.S. presence and provide succession options for Convergent's founders.

Mercer Advisors Acquires Mallard Advisors, LLC

August 2, 2022

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Mallard Advisors, LLC, a Hockessin, Delaware-based wealth management firm that serves 109 clients with approximately $165 million in AUM. Founder William D. Starnes and his team joined Mercer as part of a succession plan while Mercer expands its presence in Delaware; financial terms were not disclosed.