Mercer Advisors Acquires Glass Jacobson Wealth Advisors

December 13, 2025

Mercer Advisors, a Denver-based national RIA, has acquired Glass Jacobson Wealth Advisors, a Baltimore-based wealth management firm overseeing approximately $1 billion in assets under management. The deal expands Mercer's Mid-Atlantic footprint and brings Glass Jacobson's tax-integrated wealth management capabilities onto Mercer's national platform.

Targets
Glass Jacobson Wealth Advisors
Location
Maryland, United States
Transaction Type
Buyout

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