Financial services Atlas Partners Invests in PE-Backed Mercer AdvisorsMercer Advisors is a national fiduciary wealth management firm offering a family office for families. June 7, 2023
Financial services Hightower Invests in Boston Hill AdvisorsBoston Hill Advisors is a registered investment advisor headquartered in North Andover, Mass. June 6, 2023
Financial services PE-Backed Mercer Advisors Purchases RMR Wealth AdvisorsRMR is a wealth management firm located in Madison, Wis. June 5, 2023
Financial services MAI Buys Wiener Financial ManagementWFM offers financial and retirement planning and investment management services for high-net-worth individuals and families. April 24, 2023
Private Equity Crestview Partners Backs Modern Wealth ManagementThe firm's client experience will be guided by a team such as CFPs, tax planners, risk managers, CFAs, estate planners and others. April 5, 2023
Financial services Investors Seeking Smaller Firms to Manage Assets Spurs M&A in the SectorRegulatory burdens, customer expectations among the drivers of consolidation among advisory firms. February 2, 2023
Financial services PE-Backed Mercer Advisors Buys EmpyrionEmpyrion is a wealth management firm focused on serving the financial needs of family stewards, women in transition and retirees. January 11, 2023
Financial services The Colony Group Buys Cooper LapmanCooper Lapman Financial is a registered investment adviser based in Boston, Mass. December 27, 2022