Mercer Global Advisors Acquires West Oak Capital

Mercer Advisors Acquires Eagle Wealth Management and Eagle Wealth Accounting

September 2, 2025

Financial Services

Mercer Global Advisors, a Denver-based national RIA, has acquired Bend, Oregon-based Eagle Wealth Management and its Eagle Wealth Accounting tax practice. The deal brings roughly $350 million in AUM and a 10-person team into Mercer’s platform, strengthening the firm’s presence in central Oregon and expanding its tax and wealth-planning 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 Global Advisors Acquires Hart Capital Management

December 31, 2020

Financial Services

Mercer Global Advisors, a Denver-based national registered investment adviser, acquired Spokane-based wealth management firm Hart Capital Management, Inc., effective December 31, 2020. Hart's founder Craig W. Hart and a team of nine professionals (serving ~400 clients with ~$440M AUM) joined Mercer to gain scale, infrastructure and expanded service capabilities.

Mercer Global Advisors Acquires Kingfisher Capital

October 24, 2023

Financial Services

Mercer Global Advisors acquired Kingfisher Capital, LLC, a Charlotte-based wealth management and family office-style advisory firm that manages roughly $630 million in client assets across about 210 clients. The deal expands Mercer's presence in the South/Southeast and brings Kingfisher's founders and team into Mercer’s national RIA platform, which is majority-owned by Oak Hill Capital and Genstar Capital.

Mercer Global Advisors Acquires Paragon Wealth Strategies, LLC

December 5, 2023

Wealth Management

Mercer Global Advisors, a national RIA backed by Oak Hill Capital and Genstar Capital, has acquired Paragon Wealth Strategies, a Jacksonville-based wealth management firm managing approximately $495 million in AUM and serving over 400 clients. The deal expands Mercer’s footprint and capabilities in Florida and brings Paragon’s partners and advisory team into Mercer’s national platform.

Mercer Global Advisors Acquires River Glen Wealth Counselors

January 9, 2024

Financial Services

Mercer Global Advisors, a national RIA headquartered in Denver, acquired Veerkloh, LLC d/b/a River Glen Wealth Counselors, a West Des Moines-based wealth management firm serving ~160 clients with $275 million AUM. The deal expands Mercer's presence in the central United States and brings River Glen's advisors and client relationships onto Mercer’s national platform.