Mercer Advisors Acquires Singh Advisory, LLC

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 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 Singer Burke (SB Capital Management & Singer Burke Zimmer & Kogan)

October 10, 2025

Wealth Management

Mercer Global Advisors, a national RIA, has acquired Singer Burke — two Los Angeles-based entities: SB Capital Management, Inc. (an RIA with ~$1.2 billion in client assets) and Singer Burke Zimmer & Kogan, LLP (accounting, tax and business management). The Singer Burke team will join Mercer’s Regis Group to expand Mercer’s ultra-high-net-worth and entertainment/creative professional specialty capabilities.

Mercer Advisors Acquires Summit Wealth Advisors, Inc.

August 5, 2020

Financial Services

Mercer Advisors (Mercer Global Advisors Inc.) has acquired Summit Wealth Advisors, Inc., a Frisco, Colorado-based wealth management firm with approximately $130 million in assets under management. The deal brings Summit's founders/shareholders — Robert (Bob) Lau and Emily Messegee — and their team into Mercer and expands Mercer’s presence and client services capability in Colorado.

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 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.