In the opening salvo of a year promising more mergers, two of the country’s top RIAs acquired firms totaling around $250 million in assets under management.
Mercer Advisors added Novos Planning Associates, an RIA managing $100 million in assets, Mercer announced Wednesday. Meanwhile, Beacon Pointe Wealth Advisors merged Jan. 1 with Walden Capital Advisors, which has $150 million in AUM, according to Beacon Pointe.
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