Mercer Advisors Acquires Precipio Wealth Management LLC

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 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 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 Republic Wealth Advisors, LLC

December 10, 2019

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Republic Wealth Advisors, LLC, a Houston-based fee-only registered investment advisory firm with approximately $230 million AUM. The deal brings Republic's co-owners and staff into Mercer and expands Mercer's Texas presence while providing succession and continuity for Republic's founders and clients.

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 Convergent Wealth Management, LLC

March 31, 2022

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Convergent Wealth Management, LLC, a Chesterfield, Missouri-based wealth management firm with approximately $130 million in AUM. The deal brings Convergent's entire team into Mercer as part of Mercer’s strategy to expand its Central U.S. presence and provide succession options for Convergent's founders.