Articles from Mercer Global Advisors, Inc.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a leading Registered Investment Adviser (RIA), today introduced its national Women & Wealth practice, a dedicated group of professionals aligned around a firmwide commitment to support and advance women through holistic financial planning, wealth building and meaningful community engagement. Led by Executive Managing Partner and Head of Women & Wealth, Laura Combs, the Women & Wealth practice is designed to create the best possible context for women to experience economic freedom and for women fiduciary professionals to do the best work of their careers.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the appointment of Abby Salameh and Chris Walters as Managing Partners overseeing key growth markets. Together, these strategic additions reinforce Mercer Advisors’ commitment to building the preeminent fiduciary family office in every market where it operates, combining boutique delivery with enterprise capability. Salameh and Walters join a cohort of managing partners who are collectively accountable for Mercer Advisors’ 40+ markets.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the appointment of Lindsay O’Toole as Senior Vice President, Investment Platform Operations. In this role, O’Toole is responsible for leading 90+ dedicated professionals who support advisory teams in delivering customized, institutional-grade investing programs for each of the firm’s more than 39,900+ families. She is charged with working closely with Mercer Advisors’ Investment Committee, and Chief Investment Officer Don Calcagni, to continue to evolve the investment platform—and streamline day-to-day investing experiences for clients and advisory teams.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today celebrates the achievement of 18 outstanding wealth advisors named to the 2026 Forbes’ Best-in-State Women Wealth Advisors list—marking the firm’s strongest representation to date.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Poterack Capital Advisory (“PCA”), a digital-first wealth management firm with approximately $265 million in client assets.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced its acquisition of McConnell Financial Advisors, a boutique financial planning firm with approximately $130 million in assets under management. Based in Boise, Idaho, with a growing client base in Sun Valley, the addition marks Mercer Advisors’ continued expansion across the Mountain West region and builds on Mercer Advisors’ existing presence in Boise and Sun Valley.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of Thompson Advisory Services (“Thompson Advisory”), a Portland, Oregon-based RIA firm managing approximately $260 million in client assets. The partnership strengthens Mercer Advisors’ presence in the Pacific Northwest, adding a like-minded fiduciary team to its growing presence in Portland.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Glass Jacobson Wealth Advisors (“Glass Jacobson”), a Maryland-based wealth management firm with deep tax expertise and approximately $1 billion in assets under management. The partnership deepens Mercer Advisors’ presence in the Mid-Atlantic region, expanding its footprint across the Baltimore and Washington, D.C. corridor.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the appointment of Katelyn (Kate) Shackleton as Executive Managing Director, New Partner Success. Shackleton joins Mercer Advisors to lead the integration and accelerated growth of newly acquired partner firms, reinforcing the company’s commitment to investing in the success of its partners who join through acquisition amid a record year for its inorganic growth strategy. The company’s longstanding Partner Integration team, led by Rick Weyers, Vice President, Partner Integration, will report to Kate.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), has added Singer Burke, a premier, Los Angeles-based wealth management, tax, and business management firm with a 50-year legacy of serving highly accomplished creative professionals and executives in the media and entertainment sector. Two entities, collectively known as Singer Burke, are part of the transaction: SB Capital Management, Inc., a $1.2 billion RIA providing comprehensive investment management and wealth planning services, and Singer Burke Zimmer & Kogan, LLP, which provides a full range accounting, tax, business management and financial consulting.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of West Oak Capital, LLC (“West Oak”) an Eagle, Idaho-headquartered firm managing $500M in assets for over 100 families. This partnership builds on Mercer Advisors’ existing presence in Idaho and Southern California, reinforcing its commitment to delivering its comprehensive family office services to more families.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of Eagle Wealth Management, a Central Oregon-based RIA offering holistic financial planning and Eagle Wealth Accounting providing tax services. The partnership strengthens Mercer Advisors’ presence in Bend, one of the nation’s fastest-growing cities, and follows its partnerships earlier this year with two local advisors. Eagle Wealth manages approximately $350 million in assets for 300 clients.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of Family Wealth Planning Group (“Family Wealth”) and its affiliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing $1.2 billion in assets for more than 200 families. This transaction expands Mercer Advisors’ footprint in Florida by adding robust financial planning capabilities, executive-focused services and a dynamic next-generation team, strengthening the firm’s dedication to comprehensive, multigenerational wealth management.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of O’Brien Wealth Partners (“O’Brien Wealth”), a Waltham, Massachusetts-based firm providing comprehensive wealth management and planning services to high-net-worth individuals, families and nonprofits. This partnership deepens Mercer Advisors’ footprint in the Greater Boston area and adds a next-gen team aligned with its planning-centric, client-first philosophy. The team manages approximately $1.1 billion in client assets.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), announced a major milestone: more than half of its 1,300+ employees are now equity owners, underscoring the firm’s commitment to shared success and long-term value creation. Mercer Advisors has steadily increased the percentage of employee-shareholders in recent years. The number of employee-shareholders has grown tenfold since 2018—from fewer than 70 to 674 today. In just five years, the firm has doubled its ownership rate, from under 25% in 2020 to over 50% in 2025.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Full Sail Capital (“Full Sail”), an Oklahoma City-based wealth management firm serving high-net-worth and multigenerational families. Managing $2 billion in client assets, Full Sail marks Mercer Advisors’ second acquisition in Oklahoma and expands its presence in Texas and Oklahoma to more than $7 billion in client assets under management (“AUM”).

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Lewis Wealth Management, LLC (“Lewis Wealth Management”), a Denver-based RIA. The addition of Lewis Wealth Management enhances Mercer Advisors’ nearly $5.5 billion in assets under management in Colorado across its eight offices and more than 160 employees in the greater Denver area.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the milestone of welcoming its 100th M&A partner since initiating its inorganic growth strategy in 2016. Over the last nine years, Mercer Advisors has established itself as one of the premier integrators of growth-oriented, fiduciary-based advisors dedicated to enhancing their clients’ financial lives.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Tufton Capital Management, LLC, (“Tufton Capital”), a Hunt Valley, Maryland-based financial planning and advisory firm. The acquisition further strengthens Mercer Advisors’ presence in the greater Washington, DC, market. With Tufton Capital, Mercer Advisors will have approximately $3 billion in client assets in the region.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the expansion of its family office services with the national launch of Account Bridge, a proprietary program that streamlines its advisors’ ability to implement and provide advice on clients’ held-away investment accounts. Account Bridge helps advisors elevate the client experience by positioning clients’ investments in line with their financial plan while promoting appropriate diversification, alignment in time horizon and risk tolerance, and better integration with their bespoke planning strategies.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of D. Scott Neal, Inc. (“D. Scott Neal”), a Kentucky-based financial planning and investment management firm specializing in guiding families through transitional periods in life. Bringing over $300 million in assets under management, this acquisition represents Mercer Advisors' first partnership in Kentucky.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Vishria Bird Financial Group, LLC (“Vishria Bird”), a Memphis-based financial planning and advisory firm. This acquisition further enhances Mercer Advisors' footprint in Tennessee, complementing its existing offices in the Nashville area.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the hiring of Ted Motheral for the role of Principal, M&A Partner Development. Motheral joins the firm alongside Martine Lellis, who assumed the same role in May 2024. Together, they lead the company’s team that focuses on helping potential partners understand the benefits for clients, employees, and themselves of joining one of the leading RIAs in the country.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the hiring of Alisa Maute, CIMA®, CAIA℠, to the newly created role of executive managing director, head of client development. Maute joins Mercer Advisors to lead and expand its dedicated client development team, comprising more than 100 team members, which has doubled in size over the past two years and is powering record organic growth for the firm.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Financial Partners Group (“FPG”), an investment advisory and financial planning firm based in Gallatin, Tennessee. This acquisition builds on the firm’s existing presence in the Nashville metro area, bringing its family office service offering to more clients in one of the country’s fastest-growing markets.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today welcomes two distinct financial advisors – Dave Stuehling and John Swanson. Stuehling and Swanson are both based in Bend, Oregon, giving Mercer Advisors a strategic presence in one of the nation’s fastest-growing cities.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Edward Vance Investment Management (“Edward Vance”), an investment advisory and financial planning firm. This acquisition strengthens Mercer Advisors’ presence in Georgia, where Mercer Advisors has grown client assets from approximately $550 million in 2017 to over $4.5 billion today.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Frango Financial LLC (“Frango”), an RIA delivering comprehensive financial planning services to working professionals primarily in Washington, D.C., Virginia, Maryland, and South Carolina.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Waypoint Capital Advisors (“Waypoint”), an investment advisory and financial planning firm that manages nearly $1 billion in client assets for ultra-high-net-worth (“UHNW”) individuals and families.

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Chapel & Collins, an RIA based in Fort Collins, Colorado. Managing approximately $675 million for more than 500 individuals and families, Chapel & Collins specializes in serving business owners, retirees and pre-retirees, in addition to advising corporate retirement plans and providing institutional consulting services. The addition of Chapel & Collins pushes Mercer Advisors’ assets under management in Colorado to nearly $5 billion across its seven offices and over 150 employees in the Greater Denver Area.