Tracked deals
5
5 tracked deals across 2021-2025.
Wealth Management Buyers & Acquisitions in Idaho
Buyer mix
Strategic-led
4 strategic · 1 pe
Top trend
Volume peaked in 2025
4 tracked deals announced in 2025.
Buyer Snapshot
Top Buyers
Illustrative buyers pulled from tracked transactions on this page. This table is capped and intentionally non-exhaustive.
| Buyer | # Deals | Focus | Type |
|---|---|---|---|
| EP Wealth Advisors | 1 | Fee-only registered investment advisor (RIA) providing fi... | Strategic (PE-backed) |
| Mercer Global Advisors, Inc. | 1 | National registered investment adviser (RIA) and family-o... | Strategic (PE-backed) |
| Mercer Global Advisors, Inc. (Mercer Advisors) | 1 | National registered investment adviser (RIA) providing co... | Strategic (PE-backed) |
| Merit Financial Advisors | 1 | National wealth management firm and RIA/broker-dealer pla... | Strategic (PE-backed) |
| TA Associates | 1 | Global growth-focused private equity firm investing in pr... | PE |
Acquisition Volume in Wealth Management in Idaho by Year
Last 2 years
Supporting Data
Recent Transactions
-
December 16, 2025
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- McConnell Financial Advisors
- Industry
- Wealth Management
- Location
- Idaho, United States
- Type
- Buyout
Mercer Global Advisors (Mercer Advisors) has acquired McConnell Financial Advisors, a boutique Boise, Idaho-based financial planning firm with approximately $130 million in AUM. The deal expands Mercer’s presence across Boise and Sun Valley and bolsters its Women & Wealth-focused advisory capabilities while preserving McConnell’s relationship-driven planning approach.
-
September 2, 2025
- Buyer
- Mercer Global Advisors, Inc.
- Target
- West Oak Capital, LLC
- Industry
- Wealth Management
- Location
- Idaho, United States
- Type
- Buyout
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.
-
June 10, 2025
- Buyer
- EP Wealth Advisors
- Target
- Buffington Mohr McNeal
- Industry
- Wealth Management
- Location
- Idaho, United States
- Type
- Addon
EP Wealth Advisors has entered a strategic partnership with Boise-based Buffington Mohr McNeal (BMM), onboarding the BMM team and approximately $900 million of AUM. Eleven BMM employees, including co-founders Carey McNeal and Bruce Mohr, will join EP Wealth as the firm expands its footprint in the Intermountain West; financial terms were not disclosed.
-
- Buyer
- Merit Financial Advisors
- Target
- Sanctuary Wealth Management, LLC, Fiduciary Services, LLC
- Seller
- Brett Robison, Gene Clay Esplin, Joel Phillips
- Industry
- Wealth Management
- Location
- Idaho, United States
- Type
- Addon
Merit Financial Advisors has acquired Sanctuary Wealth Management, LLC and its subsidiary Fiduciary Services, LLC, expanding Merit's presence into Idaho and adding approximately $1.6 billion in assets. The deal brings Sanctuary's wealth management and ESOP/fiduciary capabilities onto Merit's platform; the three firm owners will join Merit as wealth managers.
-
September 28, 2021
- Buyer
- TA Associates
- Target
- Caprock
- Industry
- Wealth Management
- Location
- Idaho, United States
- Type
- Growth capital
TA Associates has signed a definitive agreement to make a strategic growth investment in Caprock, a privately owned multi-family office. Financial terms were not disclosed; TA will partner with Caprock to scale the firm's platform and solution set, and TA principals Clara Jackson and Roy Burns will join Caprock's board.
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