Mercer Advisors Acquires Lake Point Advisory Group

Mercer Advisors Acquires Waypoint Capital Advisors

November 12, 2024

Wealth Management

Mercer Global Advisors (Mercer Advisors) has acquired Waypoint Capital Advisors, a Minneapolis-based investment advisory and financial planning firm that manages nearly $1 billion in client assets for ultra-high-net-worth families. The deal brings Waypoint's 12 professionals into Mercer and is intended to deepen Mercer’s multi-family office and UHNW capabilities while expanding its Minneapolis footprint.

Mercer Advisors Acquires Sanford Advisory Services, LLC

May 4, 2022

Wealth Management

Mercer Global Advisors, Inc. has acquired Sanford Advisory Services, LLC, a Portage, Michigan-based wealth management firm managing approximately $1.1 billion in AUM/A and serving about 1,100 clients. The Sanford team of ten professionals, including founders Todd Sanford, Scott Williams and Brent Kerstetter, will join Mercer as the firm expands its Central U.S. presence.

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 Global Advisors Acquires Long Run Wealth Advisors

January 1, 2025

Financial Services

Mercer Global Advisors, a national RIA with approximately $92 billion in client assets, has acquired Long Run Wealth Advisors, a Lake Placid, New York–based wealth management firm with about $640 million in AUM and a seven-person team. The deal expands Mercer’s upstate New York footprint and gives Long Run access to Mercer's centralized estate, tax, investment management and family office resources.

Beacon Pointe Advisors Acquires Landmark Wealth Management Group

October 15, 2024

Wealth Management

Beacon Pointe Advisors has acquired Landmark Wealth Management Group, a Lake Elmo, Minnesota-based RIA that oversees approximately $1 billion in client assets. The deal (closed October 15, 2024) gives Beacon Pointe its first formal office presence in Minnesota and expands its national footprint and advisory team.

Mercer Advisors Acquires Republic Wealth Advisors, LLC

December 10, 2019

Financial Services

Mercer Global Advisors, Inc. (Mercer Advisors) acquired Republic Wealth Advisors, LLC, a Houston-based fee-only registered investment advisory firm with approximately $230 million AUM. The deal brings Republic's co-owners and staff into Mercer and expands Mercer's Texas presence while providing succession and continuity for Republic's founders and clients.