A rapidly expanding RIA with two private equity investors added $160 million in assets under management in its latest acquisition.
Mercer Advisors grew to over $9.6 billion in AUM through a merger completed last week with Duckworth Wealth Advisors. The Santa Barbara, California, firm has purchased a total of six RIAs with $2.5 billion in AUM in the past 13 months.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access