D. Scott Neal, Inc. Joins the National Firm Mercer Advisors
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of D. Scott Neal, Inc. (“D. Scott Neal”), a Kentucky-based financial planning and investment management firm specializing in guiding families through transitional periods in life. Bringing over $300 million in assets under management, this acquisition represents Mercer Advisors' first partnership in Kentucky.
Mercer Advisors Expands in Memphis With Acquisition of Vishria Bird Financial Group
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Vishria Bird Financial Group, LLC (“Vishria Bird”), a Memphis-based financial planning and advisory firm. This acquisition further enhances Mercer Advisors' footprint in Tennessee, complementing its existing offices in the Nashville area.
Mercer Advisors Appoints Ted Motheral as Principal, M&A Partner Development
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the hiring of Ted Motheral for the role of Principal, M&A Partner Development. Motheral joins the firm alongside Martine Lellis, who assumed the same role in May 2024. Together, they lead the company’s team that focuses on helping potential partners understand the benefits for clients, employees, and themselves of joining one of the leading RIAs in the country.
Mercer Advisors Appoints Alisa Maute as Head of Client Development
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the hiring of Alisa Maute, CIMA®, CAIA℠, to the newly created role of executive managing director, head of client development. Maute joins Mercer Advisors to lead and expand its dedicated client development team, comprising more than 100 team members, which has doubled in size over the past two years and is powering record organic growth for the firm.
Mercer Advisors Expands in Nashville with Acquisition of $660 Million Financial Partners Group
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Financial Partners Group (“FPG”), an investment advisory and financial planning firm based in Gallatin, Tennessee. This acquisition builds on the firm’s existing presence in the Nashville metro area, bringing its family office service offering to more clients in one of the country’s fastest-growing markets.
Mercer Advisors Enters Bend, Oregon Market, Onboards Two Experienced Financial Advisors
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today welcomes two distinct financial advisors – Dave Stuehling and John Swanson. Stuehling and Swanson are both based in Bend, Oregon, giving Mercer Advisors a strategic presence in one of the nation’s fastest-growing cities.
Mercer Advisors Expands Footprint in Georgia With the Addition of Edward Vance Investment Management
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Edward Vance Investment Management (“Edward Vance”), an investment advisory and financial planning firm. This acquisition strengthens Mercer Advisors’ presence in Georgia, where Mercer Advisors has grown client assets from approximately $550 million in 2017 to over $4.5 billion today.
Mercer Advisors Welcomes All-Woman Advisory Team Frango Financial to its Growing Network
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Frango Financial LLC (“Frango”), an RIA delivering comprehensive financial planning services to working professionals primarily in Washington, D.C., Virginia, Maryland, and South Carolina.
Mercer Advisors Expands Multi-Family Office Capabilities With the Addition of Waypoint Capital Advisors
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Waypoint Capital Advisors (“Waypoint”), an investment advisory and financial planning firm that manages nearly $1 billion in client assets for ultra-high-net-worth (“UHNW”) individuals and families.
Mercer Advisors Grows Presence in Greater Denver With the Acquisition of Chapel & Collins
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Chapel & Collins, an RIA based in Fort Collins, Colorado. Managing approximately $675 million for more than 500 individuals and families, Chapel & Collins specializes in serving business owners, retirees and pre-retirees, in addition to advising corporate retirement plans and providing institutional consulting services. The addition of Chapel & Collins pushes Mercer Advisors’ assets under management in Colorado to nearly $5 billion across its seven offices and over 150 employees in the Greater Denver Area.
