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Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M Jose Ascencio Raymond James Financial Services → TSG Wealth Management Riseling Wealth Management Edward Jones → &Partners $357M Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management Anchor Financial Partners Northwestern Mutual → LPL Financial $525M Koetter Financial Services LPL Financial → Cetera Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B Eastover Capital Management Eastover Capital → South Atlantic Bank $430M Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

RIA · Independent channel

Mercer Advisors

Includes the history of NorthAvenue (acquired August 2026) · Eagleson Arndt (acquired May 2026) · Personal Financial Solutions (acquired April 2026) · Charter Oak Capital Management (acquired March 2026) · Long Run Wealth Advisors (acquired January 2026) · Poterack Capital Advisory (acquired January 2026) · Family Wealth Planning Group (acquired July 2025)

Mercer Advisors has a documented practice acquisition or merger route for established advisory firms.

Website
merceradvisors.com
Regulator record
MERCER GLOBAL ADVISORS INC. (SEC)
Recorded arrivals
7
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$2.9B
Reported practice assets · 6 of 7 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed

Arrivals and departures are counted separately, not netted.

Monthly arrivals by origin category

Where arriving teams came from, by month

Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
2 Jan
0 Feb
1 Mar
1 Apr
1 May
0 Jun
0 Jul
1 Aug
0 Sep
1 Oct

Arrivals came from

Origin firms, by number of teams

01
Charter Oak Capital Management
1
02
Eagleson Arndt
1
03
Long Run Wealth Advisors
1
04
NorthAvenue
1
05
Personal Financial Solutions
1
06
Poterack Capital Advisory
1

Arrivals 7

Teams joining Mercer Advisors in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Oct 27 Lateral Rebecca IacopelliNew York, NY Wescott FinancialRIA Undisclosed Press Release
Aug 25 Acquisition NorthAvenue Financial AdvocatesColumbus, OH NorthAvenueRIAacquired by Mercer Advisors, Aug 2026 $204.8MPer Form ADV InvestmentNews
May 5 Acquisition Eagleson Arndt Financial AdvisorsThousand Oaks, CA Eagleson ArndtRIAacquired by Mercer Advisors, May 2026 $100M Press Release
Apr 7 Acquisition Personal Financial SolutionsManasquan, NJ Personal Financial SolutionsRIAacquired by Mercer Advisors, Apr 2026 $150M InvestmentNews
Mar 31 Acquisition Charter Oak Capital ManagementPortsmouth, NH Charter Oak Capital ManagementRIAacquired by Mercer Advisors, Mar 2026 $1.5B Wealth Management
Jan 7 Acquisition Long Run Wealth AdvisorsLake Placid, NY Long Run Wealth AdvisorsRIAacquired by Mercer Advisors, Jan 2026 $640M Press Release
Jan 7 Acquisition Poterack Capital AdvisoryJackson, WY Poterack Capital AdvisoryRIAacquired by Mercer Advisors, Jan 2026 $265M Press Release

Departures 0

Teams leaving Mercer Advisors in 2026.

No recorded departures in 2026.

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.