Tag: Dave Welling
Mercer Advisors Acquires California-Based RIA Dragon Financial Group
Mercer Advisors Inc., a registered investment adviser, has acquired Dragon Financial Group, an RIA firm located in San Mateo, California with more than $110...
Mercer Advisors Acquires Beacon Wealth Management
Mercer Advisors Inc., a registered investment advisor backed by private equity firm Genstar Capital, has acquired Beacon Wealth Management, a boutique wealth management firm...
Mercer Advisors Acquires its Largest RIA Firm to Date
Mercer Advisors Inc., a national registered investment advisor, has acquired Traust Sollus Wealth Management, its largest RIA firm integration to date. Traust Sollus is...
Mercer Acquires RIA with $364 Million in Client Assets
Mercer Advisors Inc., a national registered investment advisor firm based in Santa Barbara, has acquired Clearwater, Florida-based GFS Private Wealth, bringing its assets under...
