Mercer Advisors Acquires Mallard Advisors, LLC

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 Starks Financial Group, Inc.

July 6, 2022

Financial Services

Mercer Global Advisors (Mercer Advisors), a Denver-based national RIA majority owned by Oak Hill Capital and Genstar Capital, has acquired Starks Financial Group, a women-founded financial planning and wealth management firm in Asheville, North Carolina with approximately $250 million AUM. The deal expands Mercer’s Southeast presence, adds talent and client relationships, and provides a succession path for Starks’ founders.

Mercer Advisors Acquires Steward Wealth Management, LLC

August 2, 2023

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Colleyville, Texas-based Steward Wealth Management, LLC, an RIA managing approximately $680 million in client assets across ~340 clients. The deal brings Steward’s advisory team into Mercer’s Texas footprint as an add-on to its PE-backed wealth management platform owned by Oak Hill Capital and Genstar Capital.

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 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 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.