Mergers and Acquisitions (M&A): Mercer Global Advisors, Inc. Acquires Thompson Advisory Services
Santa Barbara, California – Mercer Advisors has announced the acquisition of Thompson Advisory Services (https://thompson-advisory.com/). According to the company announcement Mercer Advisors, a national Registered Investment Adviser (RIA), is a prominent financial services firm that has been trusted for 40 years to help families manage and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Headquartered in Denver, Colorado, Mercer Advisors is privately held, employs over 1,400 individuals, and operates nationally through more than 100 locations. The firm manages a substantial $90 billion in client assets and has been recognized as the #1 ranked RIA firm in the nation by Barron’s for two consecutive years in 2024 and 2025. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is majority-owned by Oak Hill Capital, Genstar Capital, and Altas Partners.
To learn more about Mercer Advisors, visit https://www.merceradvisors.com/
Company LinkedIn Page: https://www.linkedin.com/company/mercer-advisors/
Company Contact:
Mercer Advisors
222 E Carrillo St #400
Santa Barbara, CA 93101
888-565-1681
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