Mercer Advisors Acquires Andesa Financial Management, Inc.

Mercer Advisors Acquires Eagleson Arndt Financial Advisors

May 7, 2026

Wealth Management

Mercer Global Advisors (Mercer Advisors) acquired Eagleson Arndt Financial Advisors, a women-led wealth management firm based in Thousand Oaks, California, with approximately $100 million in assets under management. The deal expands Mercer Advisors’ presence across Ventura County and the broader Greater Los Angeles region and gives Eagleson Arndt clients access to integrated family office services.

Terminus Capital Partners Takes Majority Stake in Andesa Services

March 26, 2026

Cloud & SaaS

Terminus Capital Partners (TCP) acquired a majority investment in Andesa Services, a provider of policy lifecycle administration software for life insurance and annuities in advanced markets. The transaction closed March 19, 2026, with TCP partnering with management to support technology modernization, platform expansion, and long-term innovation.

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 Advisors Acquires Frango Financial

December 4, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Frango Financial, a two-person RIA that manages approximately $110 million in client assets. The deal brings an all-woman advisory team into Mercer’s national RIA platform to bolster its presence in the Washington, D.C. and Charleston metro areas and expand its women-focused financial planning capabilities.

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 Marrs Wealth Management, LLC

December 31, 2020

Wealth Management

Mercer Global Advisors (Mercer Advisors), a national registered investment adviser headquartered in Denver, acquired Marrs Wealth Management, LLC, an Ames, Iowa-based wealth management firm with approximately $215 million AUM serving ~275 clients. The deal closed December 31, 2020, and four Marrs team members (including founders/LLC members Craig Marrs, Andra Reason, and Nathan Brammer) joined Mercer; the move was driven primarily by succession planning and to expand client services and back-office capabilities.