Mercer Global Advisors Acquires Miller Advisors, Inc.
September 27, 2021
Mercer Global Advisors, a Denver-based RIA majority owned by Oak Hill Capital and Genstar Capital, has acquired Miller Advisors, Inc., a Kirkland, Washington wealth management firm with approximately $240 million AUM serving ~200 clients. The acquisition expands Mercer’s Pacific Northwest presence and supports succession and career development for Miller’s founders and team, who will join Mercer.
- Buyers
- Mercer Global Advisors, Inc.
- Targets
- Miller Advisors, Inc.
- Sellers
- Miller Advisors, Inc. (owners Kathleen Miller and Nicole Miller)
- Platforms
- Mercer Global Advisors, Inc.
- Industry
- Wealth Management
- Location
- Washington, United States
- Transaction Type
- Addon
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