DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Waypoint Capital Advisors (“Waypoint”), an ...

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Mercer Global Advisors Inc, which is backed by Oak Hill Capital and Genstar Capital, has acquired Dearborn, Michigan-based SD Financial Pathways, a wealth management firm. No financial terms were ...

Oak Hill Capital and Genstar-backed Mercer Global Advisors added-on Personal Financial Advisors, a wealth management firm in Covington, Louisiana. Robert Reed, who founded Personal Financial Advisors ...

Expertise: financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, trustee services, retirement planning, family office services, private markets ...

Mercer Advisors has hired its first-ever chief technology and digital officer as the RIA looks to expand its technology and digital platform efforts. Processing Content Mercer Advisors has tapped ...

NEW YORK & DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the expansion of its family office services with ...

From left to right, Carl Kunhardt, Dennis Moore, Chandler Ferguson, Kalita Blessing, Chris Young and Robert Cox are the shareholders of Dallas-based Quest Capital Management. Two RIAs managing several ...