Ross & Yerger Acquires Element Wealth

Simplicity Group Acquires Element Insurance Partners

June 21, 2022

Insurance

Simplicity Group has acquired Element Insurance Partners, an independent insurance brokerage based in Omaha, Nebraska. Element's principal, Troy Woods, will join Simplicity as a partner and continue to run day-to-day operations while the business transitions to the Simplicity brand as part of Simplicity’s ongoing roll-up of distribution businesses.

Wealth Enhancement Group Acquires New Era Financial Advisors, Inc.

April 26, 2023

Financial Services

Wealth Enhancement Group, a national independent wealth management firm, acquired New Era Financial Advisors, Inc., a hybrid RIA with two Minnesota locations and over $1.1 billion in client assets. The deal adds a team of six advisors and 11 support staff and expands Wealth Enhancement Group's presence in the Twin Cities market.

Wealth Enhancement Group Acquires Ryan Financial, Inc.

July 6, 2023

Wealth Management

Wealth Enhancement Group, a national independent wealth management firm, acquired Ryan Financial, Inc., a hybrid RIA based in Denver that oversees more than $200 million in client assets. The acquisition expands Wealth Enhancement Group’s presence in the Denver metro area and brings Ryan Financial’s retirement-plan and financial planning capabilities into Wealth Enhancement’s Roundtable platform.

Mercer Advisors Acquires Lewis Wealth Management

May 8, 2025

Wealth Management

Mercer Global Advisors, Inc. (Mercer Advisors), a national RIA, has acquired Denver-based Lewis Wealth Management, LLC, an advisory firm led by Austin Lewis that manages roughly $75 million in client assets. The deal expands Mercer’s footprint and client assets in the Denver area while providing a succession plan and access to Mercer’s broader family office and back‑office capabilities.

Mercer Advisors Acquires Glass Jacobson Wealth Advisors

December 13, 2025

Financial Services

Mercer Advisors, a Denver-based national RIA, has acquired Glass Jacobson Wealth Advisors, a Baltimore-based wealth management firm overseeing approximately $1 billion in assets under management. The deal expands Mercer's Mid-Atlantic footprint and brings Glass Jacobson's tax-integrated wealth management capabilities onto Mercer's national platform.

Mercer Advisors Acquires Empyrion Wealth Management

January 10, 2023

Financial Services

Mercer Advisors, a PE-backed national Registered Investment Adviser headquartered in Denver, has acquired Empyrion Wealth Management, a Roseville, California-based wealth management firm led by founder Kimberly Foss. Empyrion serves ~90 clients with approximately $250 million AUM; the practice was represented by Republic Capital Group and will join Mercer’s platform to gain scale and expanded back-office capabilities.