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Mercer Advisors Recognized for the “Private Wealth Manager M&A Deal of the Year” Share Article Industry leading RIA firm creates innovative acquisition solution with Raymond James to win highly competitive PAM award. This ground-breaking work has now paved the way for several other similar transitions with Raymond James that Mercer Advisors closed. Deep experience in the M&A process is key to success and it is extremely gratifying receive this prestigious award. DENVER (PRWEB) February 23, 2021 Mercer Advisors Inc. (“Merce...

We Hear You: Rallying Around 1776 Commission After Biden Disbands It Commentary By Ken McIntyre, a 30-year veteran of national and local newspapers, serves as senior editor at The Daily Signal and The Heritage Foundation's Marilyn and Fred Guardabassi Fellow in Media and Public Policy Studies. Send an email to Ken. Editor’s note: The Daily Signal’s audience isn’t happy with President Joe Biden’s torpedoing of his predecessor’s 1776 Commission, which is dedicated to returning knowledge of U.S. history and love of country to our schools. Here’s a sampling of your responses to our co...

Mercer Advisors acquired seven RIAs in the last month of 2020 with a total of almost $3.9 billion in managed assets and more than 3,200 new clients.

Share this article Share this article DENVER, Jan. 19, 2021 /PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser ("RIA"), today announced the acquisition of Pinnacle Wealth Solutions, Inc. ("Pinnacle"), a respected wealth management firm located in Midlothian, Virginia. Pinnacle serves approximately 250 clients with assets under management ("AUM") of approximately $365 million. Pinnacle was founded in 1985 by G. Carl Mahler, Jr., CFP® ("Carl") focusing on delivering comprehensive wealth management services to their high net worth (HNW) cl...

Mercer announces fourth RIA acquisition in 8 days The $25 billion Denver aggregator is buying Rowland Carmichael Advisors, a Scottsdale, Arizona-based multifamily office that serves 240 clients with more than $850 million in assets. January 13, 2021 On Wednesday, the $25 billion Denver-based aggregator announced its fourth acquisition so far this year of an RIA with at least $800 million in client assets. The deal for Scottsdale, Arizona-based Rowland Carmichael Advisors, which serves 240 clients with more than $850 million in assets, follows three other announcements in the past eight days. ...