Mercer Advisors Acquires The Asset Advisory Group, Inc.
October 5, 2022
Mercer Global Advisors (Mercer Advisors) has acquired The Asset Advisory Group, Inc. (TAAG), a Cincinnati-based wealth management firm managing about $370 million in AUM across roughly 160 clients. The deal expands Mercer’s presence in Ohio and provides TAAG’s founders a succession solution while adding TAAG’s advisory team and capabilities to Mercer’s national RIA platform.
- Buyers
- Mercer Global Advisors, Inc.
- Targets
- The Asset Advisory Group, Inc.
- Sellers
- Jeannette A. Jones, David E. Workman
- Industry
- Financial Services
- Location
- Ohio, United States
- Transaction Type
- Buyout
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