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PE-backed Mercer Advisors buys Pinnacle Wealth Solutions

PE-backed Mercer Advisors buys Pinnacle Wealth Solutions
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Mercer Advisors Acquires Pinnacle Wealth Solutions, Inc.

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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) clients. Pinnacle has two shareholders – Carl and Jill A Jeter, CFP® ( Jill ). In all, five Pinnacle team members will be joining the Mercer Advisors team. The Pinnacle transaction closed December 31, 2020. ....

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