Mercer Advisors Acquires Harrison & Company Wealth Management, LLC

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 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 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 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 HawsGoodwin Investment Management (HawsGoodwin Wealth)

January 12, 2022

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired HawsGoodwin Investment Management, Inc. d/b/a HawsGoodwin Wealth, a Franklin, Tennessee-based RIA that manages approximately $680 million in AUM across ~280 clients. The entire HawsGoodwin team will join Mercer, expanding Mercer's Tennessee presence and broadening its wealth management, estate planning and family 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.