Mercer Global Advisors, a Denver-based registered investment adviser managing $39 billion, has acquired Benemark Inc., an RIA firm managing $230 million in Westport, Connecticut. Founded in 1995 by partners Robert A. Medvey and Gregg G. Padilla, Benemark serves approximately 70 ...

Mercer Global Advisors, a Denver-based wealth management firm managing $37 billion, has acquired Wrenn Financial Strategies, a Raleigh, North Carolina-based registered investment adviser managing $238 million. Maxie Edward Wrenn, Jr. and Janice Wrenn, who founded the firm in 1988, have ...

Mercer Global Advisors, a Denver-based RIA managing $37 billion, has acquired HawsGoodwin Investment Management, a Franklin, Tennessee-based registered investment adviser managing $680 million. Firm founders Art Haws and Cam Goodwin and their team have joined Mercer Advisors. Terms of the ...

Mercer Global Advisors, a Denver-based firm managing $37 billion in assets, has acquired Cordasco Financial Network, a registered investment adviser managing $510 million in Naples, Florida. Terms of the acquisition were not disclosed. Cordasco, which was founded in 2011 by ...

Mercer Global Advisors, a Denver, Colorado-based registered investment adviser managing $33.5 billion, has acquired ACG Wealth, an Atlanta, Georgia-based RIA managing $1.3 billion. ACG was founded in 2002 by Jeffrey T. Shaver and Joseph P. Young, Jr., who will be ...

Mercer Global Advisors Inc. has acquired Lake Point Advisory Group, a $700 million registered investment adviser based in Dallas. Founded in 2007 by Reid Johnson, Lake Point offers comprehensive wealth management to mass affluent and high-net-worth individuals, families and their ...

Mercer Global Advisors, a Denver-based registered investment adviser managing $32 billion, has acquired Quest Capital Management, an RIA firm managing $1.5 billion. The firm is based in Dallas, Texas and has offices in Houston and Austin. Quest’s six shareholder/advisers — ...

Mercer Global Advisors, a Denver-based registered investment adviser managing more than $32 billion, has acquired Miller Advisors, an RIA firm located in Kirkland, Washington that manages $240 million. The entire Miller team, led by founder Kathleen Miller and her daughter ...

Mercer Global Advisors, a Denver, Colorado-based registered investment adviser managing $31 billion, has acquired A. Farah Investments, an RIA firm managing $240 million in Green Bay, Wisconsin. The firm, which serves 220 clients, does business as AFI Wealth Strategies. Andrew ...