Mercer Advisors Acquires Charter Oak Capital Management to Expand New England Footprint

Mercer Global Advisors Acquires West Oak Capital

September 2, 2025

Wealth Management

Mercer Global Advisors, a national RIA headquartered in Denver, acquired West Oak Capital, an Eagle, Idaho-based wealth advisory firm managing approximately $500 million in client assets. The deal expands Mercer’s presence in Idaho and Southern California and brings West Oak’s team and multigenerational family-office capabilities onto Mercer’s platform.

MAI Capital Management Acquires Queens Oak Advisors

December 10, 2021

Financial Services

MAI Capital Management has acquired Queens Oak Advisors, expanding MAI's presence in the Greater Charlotte, North Carolina region and adding roughly $558 million in assets under management. The acquisition brings Queens Oak’s financial planning, estate planning and asset management capabilities into MAI’s platform and moves key advisors (including Leila Evans and Deems May) into MAI leadership roles in Charlotte.

Bluespring Wealth Partners Acquires Charter Capital Management

March 25, 2025

Financial Services

Bluespring Wealth Partners, a Kestra-owned acquirer of independent RIAs, has acquired Charter Capital Management, a Brookfield, Wisconsin-based wealth management firm overseeing more than $400 million in AUM. The deal brings Charter’s four-advisor team onto the Bluespring platform to leverage Bluespring’s operational resources and succession-planning capabilities to support growth and advisor succession.

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 Advisors Acquires Quest Capital Management, Inc.

September 29, 2021

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Quest Capital Management, Inc., a Dallas-based wealth management firm with approximately $1.5 billion in AUM serving about 660 clients. The six Quest shareholders and seventeen staff members will join Mercer as the firm expands its Texas footprint and access to Mercer’s family office, tax and back-office capabilities.

Mercer Advisors Acquires MDK Private Wealth Management

March 5, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired MDK Private Wealth Management, a Seattle-based multi-family office serving ultra-high-net-worth clients with over $2.5 billion in assets under supervision. The deal expands Mercer Advisors' family office capabilities and strengthens its Pacific Northwest / Seattle presence.