Mercer Global Advisors Inc is a privately owned investment manager based in Santa Barbara, California, founded in 1985. The firm offers comprehensive wealth management services, including customized financial planning, investment strategies, retirement planning, estate planning, tax strategy and preparation, and trustee services. It caters to a diverse clientele, ranging from high-net-worth individuals and families to institutions, corporations, charitable organizations, and government entities. Mercer Advisors specializes in developing tailored financial solutions that address the unique needs of each client, managing investments across global public equity and fixed income markets. The firm focuses on dividend-paying stocks for equity investments and prioritizes investment-grade fixed-income instruments and high-yield bonds for its fixed income portfolio.
Vishria Bird Financial Group is a professional services firm specializing in financial planning and investment management. They cater to a diverse client base, including professionals, entrepreneurs, small business owners, and families, providing personalized guidance to secure their financial futures. The company's services encompass investment strategies, retirement planning, and comprehensive financial planning, aiming to ensure clients' financial well-being and security.
Chapel & Collins
Acquisition in 2024
Chapel & Collins is a professional services firm specializing in comprehensive wealth management. They provide tailored financial planning, investment management, and risk mitigation strategies to help clients preserve, grow, and transfer their multigenerational wealth. Additionally, they offer specialized services for corporate retirement planning.
Kades & Cheifetz
Acquisition in 2024
Kades & Cheifetz is an independent Registered Investment Advisor, specializing in personalized wealth management. Based in Philadelphia and Florida, the firm offers a range of financial services, including customized investment strategies, cash flow analysis, college savings planning, employee benefits optimization, estate planning, insurance review, and retirement planning. Their approach focuses on building long-term client relationships by tailoring portfolios and financial strategies to meet individual clients' unique needs and goals.
River Glen Wealth Counselors
Acquisition in 2024
River Glen Wealth Counselors is an investment management and advisory firm that specializes in providing comprehensive financial planning and investment advice tailored for business owners, corporate executives, and professionals. The firm offers a range of services, including retirement planning, tax strategy, estate planning, asset protection, and investment management. By focusing on authenticity, transparency, adaptability, and accountability, River Glen Wealth Counselors aims to enhance the financial well-being of its clients and help them navigate their unique financial challenges effectively.
Brighton Financial Planning
Acquisition in 2023
Brighton Financial Planning, Inc. is an investment boutique based in Clinton, New Jersey, established in 1984. The firm specializes in offering a range of financial planning and investment advisory services tailored for individuals and small businesses. Its services include discretionary investment management, financial coaching, asset monitoring, and defined contribution advisory services. Brighton Financial Planning focuses on maximizing clients' financial well-being through comprehensive planning that encompasses retirement, estate, insurance, tax, and lifestyle considerations. The company's commitment to coordinated financial and estate planning ensures that clients receive personalized strategies to meet their unique financial goals.
Paragon Wealth Strategies
Acquisition in 2023
Paragon Wealth Strategies, LLC is a financial consultancy based in Jacksonville, Florida, established in 2008. The company specializes in providing a range of financial services, including retirement planning, wealth management, investment management, and financial planning for both individuals and businesses. Paragon Wealth Strategies focuses on delivering tailored solutions that align with clients' specific risk profiles and return expectations, allowing for a comprehensive approach to financial well-being.
Mallard Financial Partners
Acquisition in 2023
Mallard Financial Partners is an investment service company based in Newark, Delaware, established in 1996. It specializes in investment management and financial planning services tailored for individuals, families, small businesses, trusts, and nonprofits throughout the United States. The firm is managed by an experienced executive team that oversees the assets under management, ensuring a personalized approach to meet the diverse financial needs of its clients.
Day & Ennis
Acquisition in 2023
Day & Ennis is a provider of comprehensive wealth management services aimed at individuals and businesses. The firm specializes in investment advisory, insurance, tax planning, estate planning, retirement planning, and overall financial planning. Through its offerings, Day & Ennis delivers financial and investment advice, performance and risk management, and asset management, assisting clients in achieving their financial objectives.
Empyrion Wealth Management
Acquisition in 2023
Empyrion Wealth Management is an investment management firm that specializes in providing comprehensive financial planning and wealth management services. The firm focuses on serving families, women in transition, and retirees, offering a range of services including tax planning, education expenses planning, retirement income strategies, cash flow management, and asset management. By emphasizing broad diversification across multiple asset classes and international markets, Empyrion Wealth Management aims to help clients maximize returns while minimizing risk and volatility.
Vintage Financial Services
Acquisition in 2022
Vintage Financial Services specializes in wealth management and financial advisory services for private individuals across the United States. The firm offers a range of services including investment management, retirement planning, financial planning, pension lump sum analysis, and income tax preparation. By focusing on an unbiased and proactive approach, Vintage Financial Services aims to help clients achieve a secure and comfortable retirement.
Regis Management Company
Acquisition in 2022
Regis Management is an independent investment office focused on serving ultra-high net worth clients, multigenerational families, and foundations. The firm specializes in marketable securities, alternative investments, and private investments, providing customized investment management solutions tailored to the unique goals and needs of each client. In addition to investment management, Regis Management offers tax consulting, return preparation, and philanthropy services, helping clients enhance tax efficiency and achieve their financial objectives. With a consultative approach, the firm aims to deliver exceptional client service and act as a trusted advisor, facilitating meaningful relationships with intermediaries and service providers to support its clients' complex, multigenerational aspirations.
Starks Financial Group
Acquisition in 2022
Starks Financial Group is a financial services company that specializes in financial planning and investment management. It caters to a diverse clientele, including women, retirees, same-sex couples, financial delegators, and socially responsible investors. The firm offers a range of services, such as investment management, retirement planning, estate planning, and financial advisory services, all aimed at helping clients achieve their personal and financial objectives.
Bivin & Associates
Acquisition in 2022
Bivin & Associates is an investment advisory firm located in Ponca City, Oklahoma. The company specializes in providing financial solutions, consultation, and tailored asset and wealth management services. It focuses on delivering personalized strategies for investment management and financial planning, including estate planning, to meet the specific needs of its clients.
Berkson Asset Management
Acquisition in 2022
Berkson Asset Management is an independent financial advisory firm that provides a range of financial planning and investment management services for individuals and business owners. The firm specializes in retirement planning, tax planning, estate planning, and wealth management, helping clients to achieve their financial objectives. By offering tailored solutions, Berkson Asset Management aims to support clients in navigating their financial journeys effectively.
Fure Financial
Acquisition in 2022
Fure Financial is a wealth management firm that provides a range of financial services to private individuals, families, trusts, and businesses. The company specializes in investment management and personalized financial planning, offering services such as retirement and estate planning, tax minimization, and purchase and sale analysis. Additionally, Fure Financial provides philanthropic counseling to help clients optimize their investments and achieve their financial objectives. Through its comprehensive approach, the firm aims to assist clients in navigating their financial journeys and realizing their financial aspirations.
Sanford Advisory Services
Acquisition in 2022
Sanford Advisory is a financial services firm based in Portage, Michigan, specializing in financial planning and related consulting services. The company offers a range of services, including financial assessment, retirement benefits management, estate planning, and distribution planning for both individuals and businesses. In addition to these core offerings, Sanford Advisory also provides corporate employee benefits and asset management services, ensuring that clients receive comprehensive support tailored to their financial needs. Through its expertise, the firm aims to assist clients in navigating complex financial landscapes and achieving their financial goals.
Convergent Wealth Management
Acquisition in 2022
Convergent Wealth Management is a full-service investment advisory firm dedicated to helping clients build and sustain their wealth. The firm offers a comprehensive range of financial services, including investment management, estate planning, college planning, risk management, tax advice, and business services. Convergent Wealth Management caters to working professionals, entrepreneurs, small business owners, and individuals approaching retirement, providing personalized financial planning and tailored investment strategies. Through its commitment to client-focused service, the firm aims to be a lifelong financial partner for its diverse clientele.
Wrenn Financial Strategies
Acquisition in 2022
Wrenn Financial Strategies specializes in offering financial planning and investment management services tailored to high-net-worth individuals and corporate clients. The firm employs an ensemble team approach, featuring three CERTIFIED FINANCIAL PLANNER™ professionals alongside other skilled team members. Wrenn provides a range of services, including comprehensive and focused financial planning, investment management, and retirement readiness, all designed to help clients achieve their specific financial goals and needs. Through its client-centric approach, Wrenn Financial Strategies aims to deliver effective solutions that support unique financial aspirations.
HawsGoodwin Wealth
Acquisition in 2022
HawsGoodwin Wealth is a financial planning and investment management firm located in Franklin, Tennessee. The firm specializes in guiding individual and family clients in effectively managing their wealth, while also assisting corporate clients with their financial decision-making processes. HawsGoodwin Wealth focuses on protecting capital, growing wealth, and optimizing taxes through comprehensive financial planning. By offering tailored investment strategies, the firm aims to help individuals, families, trusts, and businesses achieve their financial goals and attain greater financial freedom.
Cordasco Financial Network
Acquisition in 2022
Cordasco Financial Network is a financial advisory firm that provides comprehensive services to individuals, families, and businesses. The firm specializes in financial planning and retirement services, focusing on helping clients achieve financial success. Its offerings include investment management, insurance solutions, retirement analysis, tax optimization, and cash flow management. By delivering these services, Cordasco Financial Network aims to empower clients to make informed financial decisions that align with their goals and enhance their overall financial well-being.
ACG Wealth
Acquisition in 2021
ACG Wealth is a wealth management firm that focuses on serving high-net-worth individuals, families, and their businesses. The firm provides a range of financial services, including active investment management, insurance assessments, and retirement plan advisory. ACG Wealth emphasizes personalized financial support tailored to the specific needs of its clients, offering both online investing options and human guidance to ensure transparency and effective management of wealth. Through its comprehensive approach, the firm aims to enhance the financial well-being of its clients by delivering customized solutions and expert advice.
Quest Capital Management
Acquisition in 2021
Quest Capital Management, Inc. is a financial services firm dedicated to assisting clients in achieving their financial goals and objectives. The company specializes in comprehensive financial planning and wealth management, offering a range of services that include cash flow planning, investment management, tax planning, estate planning, and risk management. With a team of fifteen CERTIFIED FINANCIAL PLANNER™ professionals, collectively possessing over 150 years of experience, Quest Capital Management emphasizes the importance of tailoring financial strategies to align with clients' life stages and individual circumstances. The firm aims to provide clients with guidance that adapts to their evolving needs, ensuring they are well-equipped to navigate significant life events and secure their financial well-being.
Miller Advisors
Acquisition in 2021
Miller Advisors is a wealth management firm that offers a comprehensive range of services to high-net-worth individuals, families, and businesses. The firm specializes in retirement strategies, investment management, and financial planning, including legacy and divorce planning. In addition, Miller Advisors provides tailored solutions for family businesses and elder care. By focusing on both immediate and long-term financial goals, the company develops customized money management plans that cater to the unique needs of its clients.
AFI Wealth Strategies
Acquisition in 2021
AFI Wealth Strategies is a wealth management firm based in Green Bay, Wisconsin, specializing in services for high-net-worth individuals, families, and their businesses. The firm employs a team-based approach to financial planning, which provides clients with a diverse range of expertise. AFI Wealth Strategies offers a comprehensive suite of services, including financial and business planning, institutional consultation, longevity planning, and sustainable investing. Additionally, the firm focuses on portfolio management and the creation of tailored wealth strategies, assisting clients in effectively channeling their investments and making informed financial decisions.
ET George Investment Management
Acquisition in 2021
ET George Investment Management, based in Starkville, Mississippi, specializes in wealth management services tailored to individual clients and business owners. The firm focuses on creating comprehensive financial plans and investment strategies that encompass asset allocation, portfolio management, and risk management. Additionally, it offers services in diversification and personal trust management, aiming to assist clients in making informed investment decisions and effectively managing their finances.
Pinnacle Wealth Solutions
Acquisition in 2021
Pinnacle Wealth Solutions specializes in financial and wealth planning services for individuals, families, business owners, corporate executives, and charities. Founded in 1985 by G. Carl Mahler, Jr., CFP®, the firm is dedicated to empowering clients to achieve their financial goals and enjoy their lives to the fullest. Pinnacle Wealth Solutions offers a wide range of services, including retirement and tax planning, insurance planning, education funding, and investment and asset management. By providing tailor-made solutions, the firm aims to help clients navigate their financial needs and secure their futures.
Atlanta Financial Associates
Acquisition in 2021
Atlanta Financial Associates focuses on helping clients achieve financial independence through a structured approach known as the Financial Independence Together (FIT) process. This method has positively impacted the financial journeys of various individuals, including retirees, physicians, divorcees, executives, business owners, and young professionals. The FIT process provides a comprehensive analysis and roadmap tailored to each family's financial wellness for the long term. Atlanta Financial Associates offers a range of wealth management services, including customized financial planning, investment management, risk management, tax planning, and retirement planning. By delivering ongoing advice and solutions, the firm aims to help clients optimize their financial situations and effectively plan for the future.
First Ohio Planning
Acquisition in 2020
First Ohio Planning, LLC is a financial services company based in Columbus, Ohio, specializing in asset management. As a subsidiary of Mercer Global Advisors Inc. since January 2020, it offers a range of services including investment management and financial management. The firm also provides business programs designed to meet the financial needs of its clients, focusing on delivering tailored solutions to help them achieve their financial goals.
Republic Wealth Advisors
Acquisition in 2019
Republic Wealth Advisors, LLC is a registered investment advisory firm based in Austin, Texas, established in 2001. The firm specializes in providing investment management and wealth management advisory services tailored to the needs of individuals, families, and institutions. As a fee-only firm, Republic Wealth Advisors emphasizes a personalized approach to wealth management, offering customizable solutions to help clients achieve their financial goals.
Sage Future Financial
Acquisition in 2019
Sage Future Financial, LLC is an independent fee-only financial planning and wealth management firm founded in 2009 and based in Albuquerque, New Mexico. The firm offers a range of services, including investment management, retirement planning, tax planning, estate planning, college funding strategies, and legacy planning. It primarily serves high-net-worth households, managing approximately $100 million in assets for around 45 clients. Through its personalized approach, Sage Future Financial aims to provide comprehensive financial strategies tailored to the unique needs of its clients.
Dragon Financial Group
Acquisition in 2019
Dragon Financial Group is a private investment firm located in San Mateo, California, and operates as a subsidiary of Mercer Advisors Inc. The firm specializes in financial planning and investment management services, offering a range of solutions that include wealth management, bookkeeping, investment strategy, insurance services, and tax services. Dragon Financial Group aims to assist entrepreneurs, individuals, and businesses in effectively managing their finances and achieving their short, medium, and long-term financial objectives.
Bell Wealth Management
Acquisition in 2018
Bell Wealth Management Inc., a subsidiary of Mercer Advisors Inc., is a registered investment adviser that has been serving affluent and high-net-worth clients for over 20 years. The firm offers comprehensive wealth management services, employing a disciplined and academic approach to investment management. This methodology helps clients navigate behavioral and environmental challenges, allowing them to effectively protect, grow, and manage their financial resources. Bell Wealth Management is dedicated to assisting individuals and multi-generational families in achieving their financial goals through tailored strategies and a focus on long-term stewardship of wealth.
FIM Group
Acquisition in 2018
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.
Sigma Investment Management Company
Acquisition in 2018
Sigma Investment Management is an investment management company that offers institutional-style services to a diverse clientele, including individuals, families, trusts, charitable endowments, corporations, and retirement plans. The firm specializes in creating customized portfolio strategies aimed at effectively managing risk while catering to both short-term needs and long-term objectives. In addition to investment advising and retirement plan assistance, Sigma provides nondiscretionary services tailored to meet specific goals. This approach enables clients to develop rational, long-term investment plans that are diversified across various asset types.
Traust Sollus Wealth Management
Acquisition in 2018
Traust Sollus Wealth Management is a boutique firm that specializes in providing comprehensive wealth management services for high net worth individuals. The firm focuses on sophisticated financial planning, investment management, and tax planning strategies. By offering tailored financial advisory and insurance solutions, Traust Sollus aims to assist clients in making informed financial decisions and optimizing their wealth. Through its expertise, the firm seeks to enhance clients' profits and cash flows while addressing their unique financial needs.
GFS Private Wealth
Acquisition in 2018
GFS Private Wealth specializes in delivering comprehensive wealth management services tailored for affluent individuals and their families. The firm focuses on aligning financial decisions with clients' personal goals, offering a diverse range of solutions that include investment management, financial planning, family office services, retirement benefits and distribution planning, estate planning, and tax management. By providing expert guidance and support, GFS Private Wealth aims to simplify the financial lives of its clients while helping them sustain and grow their long-term wealth.
Ray Mignone & Associates
Acquisition in 2017
Ray Mignone & Associates is a financial services firm based in Little Neck, New York, specializing in financial planning and investment management. The company provides a range of services, including retirement and financial planning, estate and tax planning, and strategic portfolio management. By offering customized portfolios tailored to the unique needs of each client, Ray Mignone & Associates aims to help individuals optimize their wealth and achieve their financial goals.
Blue Moon Wealth Advisory
Acquisition in 2017
Blue Moon Wealth Advisory LLC, established in 2014 and located in Bellevue, Washington, provides comprehensive investment advisory and financial planning services. As a subsidiary of Mercer Advisors Inc., the firm focuses on wealth management that extends beyond portfolio management. Its offerings include detailed retirement planning analyses, tax strategy development through tax return reviews, and estate planning to facilitate smooth generational transitions. The firm also caters to executive clients by providing guidance on stock option exercises and assists small business owners with succession planning for company sales. Blue Moon Wealth Advisory emphasizes active engagement with clients and their families to foster long-term financial success.
Novos Planning Associates
Acquisition in 2017
Novos Planning Associates is an investment advisory firm based in New York City. The company specializes in providing a range of financial services, including wealth management, financial planning, and pension consulting. Additionally, Novos Planning Associates offers portfolio management services tailored to meet the needs of its clients, helping them to navigate their investment strategies effectively. Through its comprehensive approach, the firm aims to support individuals and organizations in achieving their financial goals.
Fabian Wealth Strategies
Acquisition in 2016
Fabian Wealth Strategies, Inc. is a registered investment advisor that specializes in providing investment advisory services, particularly in the area of exchange-traded funds. Managed by Doug Fabian, the firm combines asset management with investor education, aiming to create effective wealth management solutions for its clients. As a subsidiary of Mercer Advisors Inc., Fabian Wealth Strategies focuses on delivering tailored financial guidance and strategies to help clients achieve their investment goals.
Pegasus Advisors
Acquisition in 2016
Pegasus Advisors, LLC is an investment advisory firm based in Dallas, Texas, specializing in financial, tax, and investment planning services for both individual and business clients. Established in 2000, the firm provides a comprehensive range of services, including financial goal planning, risk management, estate planning, tax planning and preparation, portfolio analysis, investment allocation, retirement planning, and cash flow planning. Additionally, it offers education funding and business planning services, along with ongoing consultation to support clients in achieving their financial objectives. As of 2016, Pegasus Advisors operates as a subsidiary of Mercer Advisors Inc.
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