Mercer Global Advisors

PE-Backed Mercer Advisors Buys Andesa

The target is a comprehensive wealth management firm based in Allentown, Pa.

April 4, 2023

Empyrion is a wealth management firm focused on serving the financial needs of family stewards, women in transition and retirees.

January 11, 2023

RPG is focused on serving the financial needs of its over 330 clients, representing over $325 million in assets under management.

December 7, 2022

Cunningham, a wealth management firm in Bellaire, Texas, serves clients with assets under management of approximately $360 million.

November 1, 2022

The Asset Advisory Group looks to help clients with financial freedom through wealth management and financial planning.

October 5, 2022

Goldstein Munger is focused on serving UHNW clients, with assets under management of approximately $1 billion.

October 4, 2022

Regulatory changes have made the RIA fiduciary model more attractive for clients and advisors.

August 30, 2022

The firm has experience working with data-driven clients including scientists, engineers, and financial professionals.

August 2, 2022