Mercer Advisors
Mercer Global Advisors Inc is a privately owned investment manager based in Santa Barbara, California, founded in 1985. The firm offers comprehensive wealth management services, including customized financial planning, investment strategies, retirement planning, estate planning, tax strategy and preparation, and trustee services. It caters to a diverse clientele, ranging from high-net-worth individuals and families to institutions, corporations, charitable organizations, and government entities. Mercer Advisors specializes in developing tailored financial solutions that address the unique needs of each client, managing investments across global public equity and fixed income markets. The firm focuses on dividend-paying stocks for equity investments and prioritizes investment-grade fixed-income instruments and high-yield bonds for its fixed income portfolio.
Top Stages
Past deals in Asset Management
Chapel & Collins
Acquisition in 2024
Chapel & Collins is a professional services firm specializing in comprehensive wealth management. They provide tailored financial planning, investment management, and risk mitigation strategies to help clients preserve, grow, and transfer their multigenerational wealth. Additionally, they offer specialized services for corporate retirement planning.
Kades & Cheifetz
Acquisition in 2024
Kades & Cheifetz is an independent Registered Investment Advisor, specializing in customized investment and wealth management services. Based in Philadelphia and Florida, the firm caters to individuals and families, offering a range of services including cash flow analysis, college savings planning, employee benefits optimization, estate planning, insurance review, and retirement planning. Their approach emphasizes building long-term client relationships by tailoring portfolios and financial strategies to each client's unique needs and goals.
Kiely Wealth Advisory Group
Acquisition in 2024
Kiely Wealth Advisory Group, based in Oak Ridge, North Carolina, is a consulting firm specializing in comprehensive wealth management. It offers portfolio management, estate planning, and retirement plan services, aiming to educate clients about financial markets and help them secure their financial future. The firm integrates its services with other investments, such as real estate, retirement accounts, or pensions, to provide a tailored, all-encompassing financial solution for both individuals and organizations.
Paragon Wealth Strategies
Acquisition in 2023
Paragon Wealth Strategies, LLC is a financial consultancy based in Jacksonville, Florida, established in 2008. The company specializes in providing a range of financial services, including retirement planning, wealth management, investment management, and financial planning for both individuals and businesses. Paragon Wealth Strategies focuses on delivering tailored solutions that align with clients' specific risk profiles and return expectations, allowing for a comprehensive approach to financial well-being.
Brighton Financial Planning
Acquisition in 2023
Brighton Financial Planning, Inc. is a financial services firm based in Clinton, New Jersey, founded in 1984. The company specializes in comprehensive financial planning and investment advisory services tailored for individuals and small businesses. Its offerings include discretionary investment management, financial coaching, asset monitoring, retirement planning, and estate planning. Brighton Financial Planning aims to enhance clients' financial well-being by providing strategic guidance in investment management and coordinated financial services, including insurance and tax planning.
Kingfisher
Acquisition in 2023
Kingfisher is a financial services firm that provides asset management, corporate bonds, and business consulting services.
Steward Wealth Management
Acquisition in 2023
Steward Wealth Management is a professional services firm specializing in wealth management. They offer a broad range of services, including investment management, financial planning, and family office services, tailored to help affluent individuals and families preserve and grow their wealth over the long term. The company stands out for its independent, objective advice, backed by Nobel prize-winning research and institutional trading strategies. Additionally, Steward Wealth Management uniquely integrates the expertise of an in-house CPA and attorney, providing clients with comprehensive, tax-efficient solutions.
Empyrion Wealth Management
Acquisition in 2023
Empyrion Wealth Management is an investment management firm that specializes in providing financial planning, retirement, and wealth management services. The firm focuses on serving families, women in transition, and retirees, offering a range of services that include tax planning, education expenses planning, retirement income and withdrawal strategies, cash flow management, and asset management. Empyrion aims to help its clients maximize returns while minimizing risk and volatility through broad diversification across multiple asset classes and international markets.
The Asset Advisory Group
Acquisition in 2022
The Asset Advisory Group is a wealth management firm based in Cincinnati, Ohio, specializing in a range of financial services. The company provides investment planning, retirement planning, tax planning, estate planning, and risk management. By focusing on comprehensive wealth management, The Asset Advisory Group aims to assist clients in achieving financial freedom through tailored financial strategies and coaching.
Goldstein Munger + Associates
Acquisition in 2022
Goldstein Munger + Associates, founded in 1995 and based in San Ramon, California, is an employee-owned investment manager serving high net worth individuals and charitable organizations. The firm offers personalized portfolio management, combining fundamental and quantitative analysis, along with comprehensive financial planning services including intergenerational wealth planning, cash flow planning, retirement planning, estate planning, and philanthropic planning. They employ both in-house and external research to make informed investment decisions primarily in U.S. public equity and fixed income markets, also investing in index mutual funds and exchange-traded funds.
HCO Private Wealth
Acquisition in 2022
HCO Private Wealth is a wealth management firm that specializes in serving high net worth and high-income families. The company provides a comprehensive suite of services, including financial planning, investment management, taxation, estate planning, and asset protection. By employing advanced tax strategies and offering tailored financial solutions, HCO Private Wealth aims to instill confidence and clarity in clients regarding their financial affairs. The firm's expertise encompasses all facets of wealth management, ensuring that clients receive well-rounded support to navigate their financial journeys effectively.
Starks Financial Group
Acquisition in 2022
Starks Financial Group is a financial services company that specializes in providing personalized financial planning and investment management services. The firm caters to a diverse client base, including women, retirees, same-sex couples, those who prefer to delegate financial decisions, and socially responsible investors. Starks Financial Group offers a range of services such as investment management, retirement planning, estate planning, and comprehensive financial advisory support, all aimed at helping clients achieve their personal and financial objectives.
Bivin & Associates
Acquisition in 2022
Bivin & Associates is an investment advising firm based in Ponca City, Oklahoma, specializing in financial solutions and consultation. The company offers a range of services, including asset and wealth management, financial planning, and professional investment management. Bivin & Associates is committed to tailoring unique investment strategies and comprehensive financial plans to meet the specific needs of its clients, ensuring a personalized approach to estate planning and financial growth.
Berkson Asset Management
Acquisition in 2022
Berkson Asset Management is an independent financial advisory firm that specializes in providing financial planning and professional investment management services to individuals and business owners. The firm offers a comprehensive range of services, including retirement planning, tax planning, estate planning, and wealth management. By focusing on these areas, Berkson Asset Management aims to help clients effectively pursue their financial goals and achieve long-term financial stability.
Fure Financial
Acquisition in 2022
Fure Financial is a wealth management firm that provides a range of financial services to private individuals, families, trusts, and businesses. The company specializes in investment management and personalized financial planning, focusing on retirement and estate planning, tax minimization, and purchase and sale analysis. Additionally, Fure Financial offers risk management and philanthropic counseling, aiming to help clients optimize their investments and achieve their financial goals. Through its comprehensive approach, the firm addresses various aspects of financial and business planning, ensuring that clients receive tailored solutions for their unique needs.
HawsGoodwin Wealth
Acquisition in 2022
HawsGoodwin Wealth is a financial planning and investment management firm based in Franklin, Tennessee. The company specializes in guiding individual investors, families, trusts, and corporate clients in managing their wealth effectively. HawsGoodwin Wealth focuses on protecting capital, growing wealth, and optimizing tax strategies, ensuring that its clients make informed investment and financial decisions rooted in comprehensive financial planning. Through its tailored approach, the firm aims to help clients achieve their financial freedom and navigate the complexities of wealth management.
Quest Capital Management
Acquisition in 2021
Quest Capital Management, Inc. is a financial services firm dedicated to assisting clients in achieving their financial goals and objectives. The company specializes in comprehensive financial planning and wealth management, offering a range of services that include cash flow planning, investment management, tax planning, estate planning, and risk management. With a team of fifteen CERTIFIED FINANCIAL PLANNER™ professionals, collectively possessing over 150 years of experience, Quest Capital Management emphasizes the importance of tailoring financial strategies to align with clients' life stages and individual circumstances. The firm aims to provide clients with guidance that adapts to their evolving needs, ensuring they are well-equipped to navigate significant life events and secure their financial well-being.
ET George Investment Management
Acquisition in 2021
ET George Investment Management is a wealth management firm located in Starkville, Mississippi. The company specializes in designing comprehensive financial plans and investment strategies tailored for individual clients and business owners. Its services include asset allocation, portfolio management, diversification, risk management, and personal trust services. By focusing on these areas, ET George Investment Management aims to assist clients in making informed investment decisions and managing their finances effectively.
Epstein & White Financial
Acquisition in 2021
Epstein & White is a financial services firm focused on retirement planning, catering to mass affluent and high net worth clients. The company offers a comprehensive suite of wealth management services, including asset protection, legacy planning, social security optimization, retirement income management, and 401(k) rollovers. Epstein & White is dedicated to helping clients achieve their financial objectives through tailored insurance and investment products, ensuring a strategic approach to retirement and financial security.
Hart Capital Management
Acquisition in 2021
Hart Capital Management, Inc., established in 1998, is an employee-owned hedge fund manager based in Spokane, Washington, with additional offices in Coeur d'Alene, Idaho. As a fee-only registered investment advisor (RIA), the company provides asset management and financial planning services to individuals, high net worth clients, pension plans, and corporations. Hart Capital primarily invests in public equity and fixed income markets, employing an absolute return strategy and utilizing fundamental analysis for portfolio creation. The firm conducts in-house research and focuses on value stocks. As of December 31, 2020, Hart Capital operates as a subsidiary of Mercer Global Advisors Inc., maintaining its independent, locally-owned status.
Pinnacle Wealth Solutions
Acquisition in 2021
Pinnacle Wealth Solutions is a financial services firm founded in 1985 by G. Carl Mahler, Jr., CFP®. The company specializes in comprehensive wealth management and advisory services tailored for high net worth individuals, families, business owners, corporate executives, and charitable organizations. Pinnacle Wealth Solutions is dedicated to empowering clients to achieve their financial goals and live fulfilling lives. The firm offers a range of services, including retirement planning, tax planning, insurance planning, education planning, and investment and asset management. By providing personalized solutions, Pinnacle Wealth Solutions aims to foster financial freedom and help clients navigate their everyday financial needs while planning for their futures.
Personal Financial Advisors
Acquisition in 2020
Personal Financial Advisors is a wealth management firm based in Covington, Louisiana, specializing in comprehensive financial planning and investment management services. The company caters primarily to mass affluent and high net worth clients, offering tailored solutions designed to help individuals and families achieve their financial goals. By combining expertise in planning and wealth management, Personal Financial Advisors aims to provide clients with personalized strategies that address their unique financial situations and aspirations.
M.J. Smith and Associates
Acquisition in 2020
M.J. Smith and Associates is a financial planning and investment management firm that specializes in creating tailored financial and life plans for its clients. The firm offers a range of services including retirement planning, estate planning, risk management, and portfolio design and monitoring. By focusing on the unique circumstances of each client, M.J. Smith and Associates aims to support their clients' aspirations and goals, guiding them towards making strategic long-term investment decisions. As a subsidiary of Mercer Global Advisors Inc., the firm is committed to providing comprehensive financial solutions that reflect the individual needs and objectives of its clientele.
First Ohio Planning
Acquisition in 2020
First Ohio Planning, LLC is a financial services company based in Columbus, Ohio. As a subsidiary of Mercer Global Advisors Inc., it specializes in providing asset management and financial management services. The company offers a range of business programs tailored to meet the needs of its clients. Through its expertise, First Ohio Planning aims to help individuals and businesses effectively manage their financial assets and achieve their financial goals.
Adam Financial Associates
Acquisition in 2019
Adam Financial Associates, Inc., located in Boca Raton, Florida, has been dedicated to serving clients for over twenty years. The firm specializes in personalized financial planning and wealth management services, catering to individuals seeking to enhance their financial security and future. Adam Financial Associates offers a range of fee-only advisory services, including investment management, insurance, tax planning, estate planning, and retirement advice. The firm places a particular emphasis on supporting women investors and addressing issues related to women and wealth. By focusing on the unique needs of individuals, couples, and families, Adam Financial Associates aims to help clients achieve a confident and fulfilling retirement.
Sage Future Financial
Acquisition in 2019
Sage Future Financial, LLC, established in 2009 and based in Albuquerque, New Mexico, is an independent wealth management firm offering fee-only financial planning services. The company serves around 45 high net worth households, managing approximately $100 million in assets. Its comprehensive suite of services includes investment management, retirement planning, tax planning, estate planning, college funding strategies, and legacy planning.
Jackson Financial Management
Acquisition in 2019
Jackson Financial Management is a prominent wealth management firm that specializes in serving high-net-worth households across the United States. The company provides a comprehensive range of services, including investment strategy review, investment due diligence, portfolio design, asset allocation, and performance management. With a focus on delivering tailored financial solutions, Jackson Financial Management aims to meet the unique needs of its clients, ensuring effective management of their wealth and investment portfolios.
Arbor Asset Management
Acquisition in 2019
Arbor Asset Management is an established and highly respected firm—a very attractive business in a dynamic and growing market.
Bell Wealth Management
Acquisition in 2018
Bell Wealth Management Inc., a subsidiary of Mercer Advisors Inc., is a registered investment adviser that specializes in comprehensive wealth management for affluent and high-net-worth clients. With over 20 years of experience, the firm employs a disciplined, academic approach to investment management, which helps clients navigate behavioral and environmental challenges. This methodology enables high-net-worth individuals and multi-generational families to effectively protect, grow, and steward their financial resources, ultimately aiding them in achieving their financial goals.
FIM Group
Acquisition in 2018
FIM Group has served clients as a global investment manager and financial planner since 1984. Their mission is to ensure that their clients have the resources they need to support the quality of life they desire. They believe in long-term investing that adopts a disciplined investment process. They emphasize protecting and sustaining their clients' wealth every bit as much as growing their assets.
Sigma Investment Management Company
Acquisition in 2018
Sigma Investment Management Company is an investment management firm that specializes in providing institutional-style management services tailored for individuals, families, trusts, charitable endowments, corporations, and retirement plans. The company focuses on creating customized portfolio strategies aimed at managing risk while addressing both short-term needs and long-term financial goals. In addition to investment advising, Sigma offers retirement plan assistance and nondiscretionary services that are specifically designed to meet the distinct objectives of its clients. Through its approach, Sigma enables customers to develop rational, long-term investment plans that are diversified across various asset classes.
Beacon Wealth Management
Acquisition in 2018
Beacon Wealth Management, founded in 2002 by Mark Germain, is a firm that specializes in providing wealth management services. With a dedicated team of six professionals, the company serves approximately 170 clients and households, offering a range of services that include comprehensive financial planning, asset management, retirement and estate planning, as well as tax-efficient portfolio management. Beacon Wealth Management focuses on delivering tailored solutions to meet the unique financial needs of its clients, ensuring they receive personalized attention and expert guidance in managing their wealth.
GFS Private Wealth
Acquisition in 2018
GFS Private Wealth is a wealth management firm that focuses on delivering comprehensive investment and life-planning solutions to affluent individuals and families. The company offers a diverse range of services, including investment management, financial planning, family office services, and estate and tax management. By aligning financial decisions with clients' personal goals, GFS Private Wealth aims to simplify the complexities of wealth management, enabling clients to sustain and grow their long-term wealth effectively.
Murray
Acquisition in 2018
Murray & Co. is a privately owned registered investment advisor established in 1999, specializing in providing tailored investment counseling and portfolio management services. The firm caters to a diverse clientele, including high net worth individuals and families, endowments, non-profit foundations, and corporate pension funds. Murray & Co. emphasizes delivering high-quality advisory services focused on achieving appropriate returns and consistent results for its clients. The firm operates in compliance with regulations, offering its asset management services in states where it is lawfully registered.
Ray Mignone & Associates
Acquisition in 2017
Ray Mignone & Associates is a financial services firm based in Little Neck, New York, specializing in financial planning and investment management. The company provides a range of services, including retirement planning, estate planning, tax planning, and strategic portfolio management. By delivering customized portfolios tailored to each client's needs, Ray Mignone & Associates aims to help clients optimize their wealth and achieve their financial objectives. With a focus on individualized service, the firm endeavors to guide clients through the complexities of financial decision-making to secure their financial future.
Fabian Wealth Strategies
Acquisition in 2016
Fabian Wealth Strategies, Inc. is a registered investment advisory firm that operates as a subsidiary of Mercer Advisors Inc. The firm is managed by Doug Fabian and specializes in providing investment advisory services, with a particular focus on exchange-traded funds. Fabian Wealth Strategies combines asset management with investor education, aiming to deliver effective wealth management solutions to its clients. The firm is dedicated to helping clients navigate their investment options and achieve their financial goals through a personalized approach to wealth management.
Kanaly Trust
Acquisition in 2016
Kanaly Trust Company is a privately owned investment manager based in Houston, Texas, established in 1975. The firm specializes in wealth management, financial planning, and trusts and estate planning services for high net worth individuals, estates, and families. It manages over $2 billion in assets, offering tailored financial solutions through separate client-focused equity and fixed income portfolios. Kanaly Trust invests in the public equity, fixed income, and real estate markets within the United States. The firm is known for its personalized approach to managing and advising on financial affairs, supported by a dedicated executive management team.
Tufton Capital Management
Tufton Capital Management, LLC, established in 1995, is an employee-owned investment management firm based in Hunt Valley, Maryland. It provides personalized investment services to a diverse range of clients, including high net worth individuals, institutions, and retirement plans. The firm manages equity and balanced portfolios, primarily investing in large-cap U.S. stocks and fixed income markets. Tufton employs a combination of fundamental and quantitative analysis for its investments, benchmarking performance against the S&P 500 Index. In addition to investment management, the firm offers 401(k) advisory and trust administration services.
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