The two wealth managers are Poterack Capital Advisory (PCA) and Long Run Wealth Advisors.

Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Long Run Wealth Advisors ("Long Run"), a Lake Placid, New ...

Dave Barton, vice chairman of M&A at Mercer Global Advisors, one of the nation’s largest and most acquisitive registered investment advisors, has retired. Barton, 58, stepped away from the company to ...

Mercer Global Advisors has purchased a Los Angeles-based wealth manager and tax consultancy specializing in entertainment and creative professionals. Denver-based Mercer, which oversees more than $83 ...

DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Lewis Wealth Management, LLC (“Lewis ...

This deal marks the seventh add-on for Mercer in 2024 Kades & Cheifetz was advised by Colchester Partners Established in 1985, Mercer Advisors has $63 billion in client assets This deal marks the ...

Mercer Advisors and EP Wealth have officially fired their opening shots in their 2025 organic growth strategy. On Tuesday, Mercer Global Advisors announced that it has acquired Financial Partners ...

Benchmark principals Richard Stout III and Thomas Britt merged their separate practices in 2007 to form Benchmark Benchmark Wealth Management was represented by DeVoe & Company Established in 1985, ...

The addition of Traust Sollus' New York City and Princeton, NJ offices deepens Mercer's footprint in the Northeast, brings Mercer's total offices to 29 and, with $420 million of Assets Under ...

The Mercer adviser team adds to its footprint in the Northeast with the high-net-worth specialist. Mercer Global Advisors Inc., a registered investment adviser, announced the acquisition of Benchmark ...

BOSTON and BELLEVUE, Wash., Oct. 28, 2025 /PRNewswire/ -- Winthrop Wealth, an independent registered investment advisor (RIA), announced today that David Mercer, founder of Mercer Asset Management, ...