Mercer Global Advisors Acquires Kingfisher Capital

Mercer Global Advisors Acquires West Oak Capital

September 2, 2025

Wealth Management

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.

Mercer Global Advisors Acquires Miller Advisors, Inc.

September 27, 2021

Wealth Management

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.

Mercer Advisors Acquires MDK Private Wealth Management

March 5, 2024

Financial Services

Mercer Global Advisors (Mercer Advisors) has acquired MDK Private Wealth Management, a Seattle-based multi-family office serving ultra-high-net-worth clients with over $2.5 billion in assets under supervision. The deal expands Mercer Advisors' family office capabilities and strengthens its Pacific Northwest / Seattle presence.

Mercer Advisors Acquires Kiely Wealth Advisory Group

October 1, 2024

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Kiely Wealth Advisory Group (KWAG), a North Carolina-based registered investment adviser with $523 million in assets under management and 530+ clients. The deal expands Mercer’s presence in North Carolina and gives KWAG clients access to Mercer’s broader suite of wealth, estate, tax and insurance planning services. Cambridge International Partners served as exclusive financial advisor to KWAG.

Mercer Global Advisors Acquires Paragon Wealth Strategies, LLC

December 5, 2023

Wealth Management

Mercer Global Advisors, a national RIA backed by Oak Hill Capital and Genstar Capital, has acquired Paragon Wealth Strategies, a Jacksonville-based wealth management firm managing approximately $495 million in AUM and serving over 400 clients. The deal expands Mercer’s footprint and capabilities in Florida and brings Paragon’s partners and advisory team into Mercer’s national platform.

Mercer Global Advisors Acquires Argosy Wealth Management, Inc.

June 19, 2020

Wealth Management

Mercer Global Advisors, a Denver-based RIA, has acquired Argosy Wealth Management, a Beverly Hills–area wealth management firm that serves roughly 300 households with about $330 million in AUM. Co-founders Michael Karon and Alex Kimura and seven staff members are joining Mercer as part of the deal, expanding Mercer’s Southern California presence and adding wealth management and family office capabilities.