Mercer Advisors Acquires Adam Financial Associates, Inc.

Mercer Advisors Acquires Personal Financial Advisors, LLC

October 8, 2020

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Personal Financial Advisors, LLC (PFA), a Covington, Louisiana-based wealth management firm. PFA serves roughly 140 clients with approximately $105 million in AUM; founder Robert J. Reed, Jr. and his staff will join Mercer as the firm establishes its first physical presence in Louisiana.

Mercer Advisors Acquires AFI Wealth Strategies

June 23, 2021

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) acquired A. Farah Investments, LLC dba AFI Wealth Strategies, a Green Bay, Wisconsin-based wealth management practice, in June 2021. AFI manages roughly 220 clients with about $240 million AUM and its team will join Mercer, strengthening Mercer's presence in the central United States and expanding its advisory footprint and client services.

Mercer Advisors Acquires Family Wealth Planning Group

August 1, 2025

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Family Wealth Planning Group and its affiliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing approximately $1.2 billion in client assets. The deal expands Mercer’s presence in Southern Florida and adds wealth, tax and estate planning capabilities while retaining the nine-member Family Wealth team.

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 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.

Merit Financial Advisors Acquires Global Wealth Advisors

August 18, 2025

Wealth Management

Merit Financial Advisors, an Atlanta-based wealth management firm, acquired Global Wealth Advisors, adding approximately $860 million in client assets and six office locations. The transaction, finalized Aug. 18, 2025, expands Merit's footprint in Texas and bolsters its national advisory team as GWA advisors join Merit.