Mercer Advisors Acquires Day & Ennis, LLC

Mercer Advisors Acquires Edward Vance Investment Management

January 7, 2025

Wealth Management

Mercer Global Advisors (Mercer Advisors) acquired Edward Vance Investment Management, a Georgia-based investment advisory and financial planning firm, adding approximately $41 million in assets under management. The deal strengthens Mercer Advisors' presence in Atlanta and expands its footprint in the Southeast by bringing Edward Vance and his client relationships onto Mercer's national RIA platform.

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 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 Andesa Financial Management, Inc.

April 4, 2023

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Andesa Financial Management, Inc., a wealth management firm based in Allentown, Pennsylvania. The deal expands Mercer Advisors' presence in Pennsylvania and the Eastern U.S., adding Andesa's team, approximately $330 million AUM and 260 clients to Mercer's national RIA platform.

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 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.