Mercer Advisors Acquires O'Brien Wealth Partners
July 1, 2025
Mercer Global Advisors (Mercer Advisors) has acquired Waltham, Massachusetts–based O'Brien Wealth Partners, adding approximately $1.1 billion in client assets and a 14-person advisory team led by Jill Ann Fopiano. The deal deepens Mercer's Greater Boston footprint and provides the O'Brien team access to Mercer's broader family-office, tax and estate planning capabilities.
- Targets
- O'Brien Wealth Partners
- Sellers
- Jill Ann Fopiano
- Industry
- Financial Services
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
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