Mercer Global Advisors Acquires West Oak Capital
September 2, 2025
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.
- Buyers
- Mercer Global Advisors, Inc.
- Targets
- West Oak Capital, LLC
- Industry
- Wealth Management
- Location
- Idaho, United States
- Transaction Type
- Buyout
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