Economic Group Pension Services Acquires Malcolm Thompson and Associates

Economic Group Pension Services Acquires Qualified Plan Solutions LC

January 1, 2020

Financial Services

Economic Group Pension Services (EGPS), a national retirement plan consulting and administration firm, acquired Qualified Plan Solutions LC of Wichita, Kansas effective January 1, 2020. The transaction expands EGPS’s Midwest presence; former owner Scott Slagle joins EGPS as Regional Vice President for the Wichita office.

Mercer Global Advisors Acquires Thompson Advisory Services

December 10, 2025

Financial Services

Mercer Global Advisors has acquired Thompson Advisory Services, a Portland-based registered investment adviser managing approximately $260 million in client assets. The four-person team from Thompson Advisory will join Mercer to expand the firm’s presence in the Pacific Northwest and gain access to Mercer’s institutional capabilities in investment management, tax, trust and estate planning.

Berger Financial Group Acquires Robert Gordon & Associates, Inc.

February 14, 2024

Wealth Management

Minneapolis-based Berger Financial Group has acquired Springfield, Illinois–based Robert Gordon & Associates, Inc., adding the firm's investment management and strategic wealth planning capabilities to Berger's platform and bringing Berger's total client assets under management to $2 billion. The acquired team joined Berger under an Employee Stock Ownership Plan (ESOP); the deal is described as Berger's largest acquisition to date.

EP Wealth Advisors Acquires Thompson Wealth Management

March 3, 2026

Financial Services

EP Wealth Advisors partnered with Thompson Wealth Management in a deal that adds over $300 million in assets under management (AUM) and expands EP Wealth’s Arizona footprint. Thompson Wealth Management, founded in 2010 and focused on serving federal employees, will join EP Wealth along with its founder and six-person team; financial terms were not disclosed.

NMG Consulting Acquires Chatham Partners

May 18, 2022

Consulting

NMG Consulting Inc. has acquired Chatham Partners, a Waltham, Massachusetts-based insights and strategy consultancy focused on institutional financial services. The acquisition expands NMG’s North American consulting capabilities and adds Chatham’s research and client relationships in retirement, investments and securities services to NMG’s global platform.

Hanson McClain Advisors Acquires Hugh B. Phillips (HBP) Retirement Group

February 1, 2019

Financial Services

Hanson McClain Advisors has acquired Hugh B. Phillips Retirement Group (HBP), adding approximately $235 million in AUM and expanding Hanson McClain's presence in the San Francisco Bay Area. The deal increases Hanson McClain's total AUM to more than $3.8 billion and is intended to expand its local footprint and service capabilities for Bay Area and Napa Valley clients.