Mercer Advisors Inc. is a total wealth management firm that provides fee-only comprehensive investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management services to affluent individuals. Mercer Advisors is the parent company of Mercer Global Advisors, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with nearly $6 billion in assets under management and more than 4,300 clients.

Mercer Advisors

Mercer Advisors acquires Epstein & White on 2021-03-10 for an undisclosed amount

Epstein & White

Mercer Advisors acquires ET George Investment Management on 2021-05-26 for an undisclosed amount

ET George Investment Management focus is to design broad-based financial plans and investment strategies for individual clients and business owners.

ET George Investment Management

Mercer Advisors acquires First Ohio Planning on 2020-01-28 for an undisclosed amount

As of January 28, 2020, First Ohio Planning, LLC operates as a subsidiary of Mercer Global Advisors Inc.

First Ohio Planning

Mercer Advisors acquires Sage Future Financial on 2019-09-05 for an undisclosed amount

Sage Future Financial, LLC provides wealth management and advisory services. The company was founded in 2009 and is headquartered in Albuquerque, New Mexico.

Sage Future Financial

Mercer Advisors acquires Bell Wealth Management on 2018-12-11 for an undisclosed amount

Bell Wealth Management operates as a registered investment adviser. Bell Wealth Management provides comprehensive wealth management to affluent and high net worth clients, and has been helping people achieve their financial goals for over 20 years.

Bell Wealth Management

Mercer Advisors acquires GFS Private Wealth on 2018-02-13 for an undisclosed amount

GFS Private Wealth specializes in providing comprehensive investment and life-planning solutions to affluent individuals and their families. We advise, guide, and motivate our clients to implement solutions that simplify their lives.

GFS Private Wealth LLC

Mercer Advisors acquires AFI Wealth Strategies on 2021-06-23 for an undisclosed amount

AFI Wealth Strategies is a wealth management firm located in Green Bay, Wisconsin.AFI Wealth Strategies offers a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.

AFI Wealth Strategies

Mercer Advisors acquires Pinnacle Investment on 2018-01-09 for an undisclosed amount

Pinnacle Investment Management Inc. is a comprehensive wealth management firm committed to helping clients improve their long-term financial success. We help them grow, and conserve their wealth and optimize their financial decsions.  We specialize in financial planning, investment management and  retirement planning.

Pinnacle Investment

Mercer Advisors acquires Traust Sollus Wealth Management on 2018-03-05 for an undisclosed amount

Traust Sollus Wealth Management is a boutique wealth management firm emphasizing sophisticated financial planning, investment management and tax planning strategies for high net worth individuals.

Traust Sollus Wealth Management

Mercer Advisors acquires Ray Mignone & Associates on 2017-09-08 for an undisclosed amount

Ray Mignone Associates, a provider of financial planning and investment management services.

Ray Mignone & Associates

Mercer Advisors acquires Dragon Financial Group on 2019-01-03 for an undisclosed amount

Dragon Financial Group is a private investment firm based in San Mateo, California. As of January 3, 2019, Dragon Financial Group operates as a subsidiary of Mercer Advisors Inc.

Dragon Financial Group

Mercer Advisors acquires Regent Wealth Management on 2019-08-14 for an undisclosed amount

As of August 14, 2019, Regent Wealth Management Group operates as a subsidiary of Mercer Global Advisors Inc.

Regent Wealth Management

Mercer Advisors acquires Confluence Financial Advisors on 2019-03-07 for an undisclosed amount

Confluence Financial Advisors, LLC provides wealth management consultation and retirement plan services to its clients. The company was founded in 2015 and is based in Boulder, Colorado. As of March 7, 2019, Confluence Financial Advisors, LLC operates as a subsidiary of Mercer Global Advisors Inc.

Confluence Financial Advisors, LLC

Mercer Advisors acquires AL Hewitt on 2019-11-18 for an undisclosed amount

AL Hewitt

Mercer Advisors acquires Fabian Wealth Strategies on 2016-12-14 for an undisclosed amount

Fabian Wealth Strategies, a registered investment advisor, is managed by Doug Fabian. With our unique combination of asset management and investor education we have created a highly-effective wealth management firm.

Fabian Wealth Strategies

Mercer Advisors acquires Kays Financial Advisory on 2021-01-05 for an undisclosed amount

Kays Financial Advisory provides full-time wealth management and comprehensive financial planning services to individuals and families. Kays Financial Advisory has designed our services to grow and protect our clients' wealth by delivering a high level of personalized service and expertise. We exist to help our clients make smart decisions about their money to achieve their financial goals.

Kays Financial Advisory

Mercer Advisors acquires Beacon Wealth Management on 2018-11-05 for an undisclosed amount

BWM was founded in 2002 by Founder and CEO Mark Germain, CFP®, MBA, ADPA® and he and his six staff members will continue their journey with Mercer Advisors. BWM today provides comprehensive financial planning and investment management services to its 170 clients and households.

Beacon Wealth Management

Mercer Advisors acquires Adam Financial Associates on 2019-12-03 for an undisclosed amount

Adam Financial Associates, Inc., based in Boca Raton, Florida, has been serving clients in Florida and across the country for over twenty years. Their firm specializes in providing customized, on-target financial planning and wealth management services to individuals wanting to build a better and more secure financial future. Many of their clients are women, couples, and people who want to enjoy a confident, fulfilling retirement.

Adam Financial Associates

Mercer Advisors acquires FIM Group on 2018-11-15 for an undisclosed amount

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.

FIM Group

Mercer Advisors acquires Kanaly Trust on 2016-03-28 for an undisclosed amount

Kanaly Trust Company is a privately owned investment manager. It also provides financial planning, wealth management, and trusts and estate planning services to its clients. The firm typically provides its services to high net worth individuals, estates, and families. It manages separate client-focused equity and fixed income portfolios. The firm invests in the public equity, fixed income, and real estate markets of the United States. Kanaly Trust Company was founded in 1975 and is based in Houston, Texas.

Kanaly Trust Company

Mercer Advisors acquires Murray & Co. on 2018-01-09 for an undisclosed amount

Murray & Co. is a privately owned and independent registered investment advisor. The firm was founded in 1999 with the purpose of providing high quality investment counseling and portfolio management on a customized basis for each client. Clients include high net worth individuals and families, endowments, non-profit foundations and corporate pension funds. Murray & Co. Asset Management, Ltd. offers investment advisor services in states where it is lawfully registered to conduct business.

Murray & Co.

Mercer Advisors acquires Jackson Financial Management on 2019-06-19 for an undisclosed amount

Jackson Financial Management is a large wealth management firm serving high net worth households throughout the United States.

Jackson Financial Management

Mercer Advisors acquires Pegasus Advisors on 2016-11-02 for an undisclosed amount

Pegasus Advisors, LLC provides financial, tax, and investment planning and advisory services to individual and business clients in Texas. Its services include financial goal planning, risk management, estate planning, tax planning and preparation, portfolio analysis, investment allocation and implementation, retirement planning, cash flow planning, education funding, business planning, and ongoing consultation. The company was founded in 2000 and is headquartered in Dallas, Texas. As on November 3, 2016, Pegasus Advisors, LLC operates as a subsidiary of Mercer Advisors Inc.

Pegasus Advisors, LLC

Mercer Advisors acquires Sigma Investment Management on 2018-11-12 for an undisclosed amount

Sigma Investment Management is an investment management company.

Sigma Investment Management Company

Mercer Advisors acquires M.J. Smith and Associates on 2020-07-08 for an undisclosed amount

M.J. Smith and Associates helps clients create financial and life plans that reflect their unique situations while supporting and celebrating their hopes and goals.

M.J. Smith and Associates

Mercer Advisors acquires Duckworth Wealth Advisors on 2017-02-13 for an undisclosed amount

Duckworth Wealth Advisors is a team of tax and planning professionals providing wealth management.

Duckworth Wealth Advisors, Inc., a Newport Beach, CA-based family office offering investment management, financial planning, estate and tax planning, and corporate trustee services managing.

Duckworth Wealth Advisors, Inc.

Mercer Advisors acquires Hart Capital Management on 2021-01-21 for an undisclosed amount

Hart Capital Management, Inc. is an employee owned hedge fund manager. The firm provides its services to individuals, high net worth individuals, pension and profit sharing plans and corporations. It manages separate client-focused equity and fixed income portfolios. The firm primarily invests in public equity and fixed income markets. The firm also invests in mutual funds and exchange traded funds. It invests in value stocks of companies to create its portfolio. The firm employs absolute return strategy. It employs fundamental analysis to create its portfolio. The firm conducts in-house research to make its investments. Hart Capital Management, Inc. was founded in 1998 and is based in Spokane, Washington with additional office in Coeur d'Alene, Idaho. As of December 31, 2020, Hart Capital Management, Inc. operates as a subsidiary of Mercer Global Advisors Inc.

Hart Capital Management, Inc.

Mercer Advisors acquires Novos Planning Associates on 2017-01-11 for an undisclosed amount

A New York City-based investment advisory firm.

Novos Planning Associates

Mercer Advisors acquires Arbor Asset Management on 2019-02-19 for an undisclosed amount

Arbor Asset Management is an established and highly respected firm—a very attractive business in a dynamic and growing market.

Arbor Asset Management

Mercer Advisors acquires Pinnacle Wealth Solutions on 2021-01-19 for an undisclosed amount

Pinnacle Wealth Solutions helps in financial and wealth planning for their clients and families for future plans. Pinnacle Wealth Solutions has been committed to one mission empowering their clients and families to live every day to the fullest while helping them to achieve their dreams of tomorrow. Whether advising on everyday spending, retirement planning, investments, insurance, college savings, or any other financial need, their passion is to provide exemplary care to achieve financial freedom. 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 Wealth Solutions

Mercer Advisors acquires McGee Wealth Management on 2021-01-11 for an undisclosed amount

McGee Wealth Management is committed to your personal success and quality of life, whatever phase you're in. We're proud to share our decades of financial planning, wealth management, insight, and understanding to help you realize your dreams.

McGee Wealth Management

Mercer Advisors acquires Republic Wealth Advisors on 2019-12-10 for an undisclosed amount

Republic Wealth Advisors is a registered investment advisory firm offering customizable investment management and wealth management advice for individuals, families, and institutions.

Republic Wealth Advisors, LLC

Mercer Advisors acquires Physicians Financial Advisors on 2019-07-16 for an undisclosed amount

Physicians Financial Advisors operates as a boutique RIA. Physicians Financial Advisors provides comprehensive wealth management services to its high net worth, physician focused clientele.

Physicians Financial Advisors

Mercer Advisors acquires Blue Moon Wealth Advisory on 2017-08-16 for an undisclosed amount

Their approach to wealth management goes well beyond just managing client portfolios.Their service model includes a detailed retirement planning analysis, the reviewing of tax returns for outlining tax strategies, and managing estate planning documents to ensure a smooth transition to the next generation. Their executive clients receive guidance on exercising their stock options and their small business owner clients lean on us to help with finalizing succession plans to sell their company.They like to be fully engaged with their all clients and their families.

Blue Moon Wealth Advisory

Mercer Advisors acquires Rowland Carmichael Advisors on 2021-01-13 for an undisclosed amount

Rowland Carmichael Advisors is a respected wealth management firm.RCA in 1986 delivering comprehensive wealth management services to its high net worth (HNW) clients, including a robust retirement plan service business and attendant corporate clientele.

Rowland Carmichael Advisors

Mercer Advisors acquires McDermott Advisory Group on 2018-11-27 for an undisclosed amount

McDermott Advisory Group, a respected RIA firm. McDermott provides a full complement of financial planning, investment management, and related services to its affluent and high net worth clients.

McDermott Advisory Group

Mercer Advisors acquires Atlanta Financial Associates on 2021-01-07 for an undisclosed amount

Atlanta Financial Associates' main objective is to help the clients to achieve Financial Independence Together(FIT). FIT process has altered and enhanced the path to wealth for hundreds of families from retirees, physicians, divorcees, executives, business owners, and young professionals. Financial Independence Together is a systematic and organized analysis and roadmap to guide through the current situation as well as the family’s financial wellness for decades to come. Atlanta Financial Associates offer comprehensive wealth management services through its Fit  Process that includes customized financial planning, investment management, and ongoing advice and solutions to help optimize your overall financial picture and plan for the future.

Atlanta Financial Associates, Inc.

Mercer Advisors acquires Wealth Design Services on 2017-07-12 for an undisclosed amount

Wealth Design Services Inc. offers financial planning services to individuals and families, including investment management, estate planning, cash flow management, tax planning minimization, benefit analysis, and insurance planning services. The company was founded in 2004 and is based in Rochester, New York. As of July 12, 2017, Wealth Design Services Inc. operates as a subsidiary of Mercer Advisors Inc.

Wealth Design Services Inc.

Mercer Advisors acquires Personal Financial Advisors on 2020-10-08 for $105000000

Personal Financial Advisors provide planning and wealth management services to individuals and families.