Tracked deals
73
73 tracked deals across 2019-2026.
Operating Company
Financial Services
Mercer Advisors
Denver, Colorado, United States
Formerly known as Mercer Advisors (Mercer Advisors), Mercer Advisors (Mercer Global Advisors, Inc.), Mercer Advisors (as buyer)
National registered investment adviser and wealth management firm providing integrated financial planning, investment management, tax and estate planning, insurance, and family-office style services through a unified team.
- Focus Areas
- Wealth Management, Registered Investment Adviser (RIA), Family Office Services
- Website
- merceradvisors.com
Recent pace
8
8 tracked deals announced in the last 12 months.
Deal mix
Buyout
46 buyout · 27 addon
Mercer Advisors Acquisition Volume by Year
Last 8 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 73 tracked deals for Mercer Advisors.
-
August 28, 2026
- Buyer
- Mercer Advisors (Mercer Global Advisors, Inc.)
- Target
- NorthAvenue Financial Advocates
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Buyout
Mercer Advisors, a national registered investment adviser, acquired NorthAvenue Financial Advocates, a Columbus, Ohio-based wealth management firm with more than $220 million in assets under management. The deal expands Mercer’s footprint across the Ohio Valley and strengthens its integrated family office and Women & Wealth capabilities through NorthAvenue’s predominantly women-led team.
-
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Eagleson Arndt Financial Advisors
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Mercer Global Advisors (Mercer Advisors) acquired Eagleson Arndt Financial Advisors, a women-led wealth management firm based in Thousand Oaks, California, with approximately $100 million in assets under management. The deal expands Mercer Advisors’ presence across Ventura County and the broader Greater Los Angeles region and gives Eagleson Arndt clients access to integrated family office services.
-
April 1, 2026
- Buyer
- Mercer Advisors
- Target
- Charter Oak Capital Management
- Industry
- Wealth Management
- Location
- New Hampshire, United States
- Type
- Buyout
Mercer Advisors announced the acquisition of Charter Oak Capital Management, a Portsmouth, New Hampshire–based wealth management firm with more than $1.5 billion in assets under management. The deal is designed to expand Mercer Advisors’ presence along the New Hampshire seacoast and strengthen its broader New England footprint while allowing Charter Oak to maintain its boutique, relationship-driven identity.
-
January 7, 2026
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Poterack Capital Advisory
- Industry
- Wealth Management
- Location
- Wyoming, United States
- Type
- Addon
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired Poterack Capital Advisory (PCA), a digital-first wealth management firm with approximately $265 million in client assets and a Jackson, Wyoming footprint. The deal expands Mercer’s virtual advisory capabilities and deepens its regional presence while giving the PCA team access to Mercer’s institutional investment, tax and family-office infrastructure.
-
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.
-
December 13, 2025
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- Glass Jacobson Wealth Advisors
- Industry
- Financial Services
- Location
- Maryland, United States
- Type
- Buyout
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.
-
December 10, 2025
- Buyer
- Mercer Global Advisors, Inc.
- Target
- Thompson Advisory Services
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
Mercer Global Advisors has acquired Thompson Advisory Services, a Portland-based registered investment adviser managing approximately $260 million in client assets. The four-person team from Thompson Advisory will join Mercer to expand the firm’s presence in the Pacific Northwest and gain access to Mercer’s institutional capabilities in investment management, tax, trust and estate planning.
-
November 14, 2025
- Buyer
- Mercer Advisors
- Target
- Beach Freeman Lim & Cleland
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Mercer Advisors has acquired Beach Freeman Lim & Cleland (BFLC), a Southern California tax, accounting and business advisory firm, to deepen its tax capabilities and expand its footprint across Los Angeles, Orange County and the Inland Empire. BFLC brings a team of roughly 20 tax professionals across offices in El Segundo, Irvine and Ontario; all BFLC team members will join Mercer Advisors with equity ownership opportunities. Republic Capital Group served as exclusive advisor to Mercer Advisors on the transaction.
-
October 10, 2025
- Buyer
- Mercer Global Advisors, Inc. (Mercer Advisors)
- Target
- SB Capital Management, Inc., Singer Burke Zimmer & Kogan, LLP
- Industry
- Wealth Management
- Location
- California, United States
- Type
- Buyout
Mercer Global Advisors, a national RIA, has acquired Singer Burke — two Los Angeles-based entities: SB Capital Management, Inc. (an RIA with ~$1.2 billion in client assets) and Singer Burke Zimmer & Kogan, LLP (accounting, tax and business management). The Singer Burke team will join Mercer’s Regis Group to expand Mercer’s ultra-high-net-worth and entertainment/creative professional specialty capabilities.
-
- Buyer
- Mercer Global Advisors (Mercer Advisors)
- Target
- Eagle Wealth Management, Eagle Wealth Accounting
- Seller
- Chad Staskal, Cami Staskal
- Industry
- Financial Services
- Location
- Oregon, United States
- Type
- Buyout
Mercer Global Advisors, a Denver-based national RIA, has acquired Bend, Oregon-based Eagle Wealth Management and its Eagle Wealth Accounting tax practice. The deal brings roughly $350 million in AUM and a 10-person team into Mercer’s platform, strengthening the firm’s presence in central Oregon and expanding its tax and wealth-planning capabilities.
-
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.
-
August 1, 2025
- Buyer
- Mercer Global Advisors (Mercer Advisors)
- Target
- Family Wealth Planning Group, Family Wealth Tax Advisory
- Industry
- Financial Services
- Location
- Florida, United States
- Type
- Buyout
Mercer Global Advisors (Mercer Advisors) has acquired Family Wealth Planning Group and its affiliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing approximately $1.2 billion in client assets. The deal expands Mercer’s presence in Southern Florida and adds wealth, tax and estate planning capabilities while retaining the nine-member Family Wealth team.
Related Acquisition Pages
Financial Services Buyers & Acquisitions
43 tracked deals by Mercer Advisors.
Wealth Management Buyers & Acquisitions
30 tracked deals by Mercer Advisors.
Acquisitions in California
8 tracked deals by Mercer Advisors.
Acquisitions in Colorado
5 tracked deals by Mercer Advisors.
Acquisitions in North Carolina
4 tracked deals by Mercer Advisors.
Acquisitions in Texas
4 tracked deals by Mercer Advisors.
Selling a company? Get in front of buyers like Mercer Advisors
Turn tracked acquisition activity into an outreach-ready buyer list.