Mercer Advisors Acquires Personal Financial Advisors, LLC

Mercer Advisors Acquires Family Wealth Planning Group

August 1, 2025

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired Family Wealth Planning Group and its affiliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing approximately $1.2 billion in client assets. The deal expands Mercer’s presence in Southern Florida and adds wealth, tax and estate planning capabilities while retaining the nine-member Family Wealth team.

Mercer Advisors Acquires Financial Partners Group (Gallatin, TN)

February 19, 2025

Wealth Management

Mercer Global Advisors (Mercer Advisors) has acquired Financial Partners Group (FPG), an investment advisory and financial planning firm based in Gallatin, Tennessee that manages $660 million in client assets. The deal expands Mercer’s presence in the Nashville metro area and brings FPG’s family-office and retirement-planning capabilities into Mercer’s national RIA platform.

Mercer Advisors Acquires Private Asset Management, Inc.

August 1, 2023

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Private Asset Management, Inc. (PAM), a San Diego-based wealth management firm that serves over 600 clients with approximately $720 million in AUM. The acquisition strengthens Mercer Advisors' presence and capabilities in California and adds PAM's team and wealth planning, investment management and tax services to Mercer's national RIA and family-office platform.

Mercer Advisors Acquires Mallard Financial Partners, Inc.

July 6, 2023

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Mallard Financial Partners, Inc., a Newark, Delaware-based wealth management firm. The deal brings Mallard's team and approximately $180 million AUM into Mercer to provide expanded in-house estate, tax and planning capabilities to Mallard's clients and support future growth.

Mercer Advisors Acquires Republic Wealth Advisors, LLC

December 10, 2019

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Republic Wealth Advisors, LLC, a Houston-based fee-only registered investment advisory firm with approximately $230 million AUM. The deal brings Republic's co-owners and staff into Mercer and expands Mercer's Texas presence while providing succession and continuity for Republic's founders and clients.

Mercer Advisors Acquires Adam Financial Associates, Inc.

December 3, 2019

Financial Services

Mercer Global Advisors (Mercer Advisors) acquired Adam Financial Associates, Inc. (AFA), a Boca Raton, Florida-based wealth management firm serving ~200 households with $190 million AUM. Mari Adam and her three-member team will join Mercer, expanding Mercer's Florida presence and increasing its total AUM to nearly $17.5 billion.