Texas Advisor With $360M Joins Mercer Advisors
A Texas-based advisor with about $360 million in assets under management is joining Mercer Advisors after previously affiliating with Raymond James.
Source: wealthmanagement.com
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Mercer Advisors Acquires Goldstein Munger + Associates, Inc. Expanding Mercer Advisors' California Presence
/PRNewswire/ -- Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Goldstein...
Source: prnewswire.com
Mercer Advisors Buys $1B AUM Goldstein Munger + Associates
Mercer's California-based addition adds to a string of 14 deals so far this year for the $38 billion AUM RIA.
Source: wealthmanagement.com
GoldsteinEnright Financial Advisers — Mergers & Acquisitions
Mergers & Acquisitions — GoldsteinEnright Financial Advisers
Source: themiddlemarket.com
Goldstein Mungers & Associates — Mergers & Acquisitions
Mergers & Acquisitions — Goldstein Mungers & Associates
Source: themiddlemarket.com