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See the Latest Articles and Media from Mercer Advisors

ThinkAdvisor
Mar 4, 2026

Grow or Join? The Fork in the Road for RIAs

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WealthManagement.com
Feb 26, 2026

Optimizing the Sale of Your RIA Starts Years Before You Think

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Accounting Today
Feb 25, 2026

How Wealth Management Partnerships Can Benefit CPA Practices

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Financial Advisor Magazine
Feb 25, 2026

How To Get The Best Long-Term Value Out Of Your RIA Sale

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WelathMangement.com
Feb 9, 2026

Succession Planning for RIAs

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Citywire
Jan 2, 2026

Top RIA Execs Make 9 Bold Predictions for Wealth Management in 2026

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WealthManagement.com
Nov 20, 2025

The Partnership Playbook

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Barron’s
Oct 21, 2025

Alisa Maute: Cracking the Organic Growth Code for RIAs

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InvestmentNews
Oct 9, 2025

UHNW is Mercer Advisors’ Fastest-Growing Division

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Awards
Sep 12, 2025

Mercer Advisors Named #1 RIA Firm by Barron’s for Second Consecutive Year

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Crain Currency
Sep 12, 2025

Advisers Are on Board with AI and Its Growing Use Cases

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WealthManagement.com
Sep 5, 2025

RIA Leaders See Courting Professionals, Execs at Rising Companies as a Way to Drive Organic Growth

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AdvisorHub
Sep 23, 2025

RIA Firms to Watch in 2026

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Financial Advisor
Jul 11, 2025

2025 RIA Survey & Ranking: AI Wars

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Milemarker
Jul 8, 2025

The Secret to Mercer Advisors’ 100 Partnerships & Growth-Driven Success with Dave Welling

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InvestmentNews
Jul 8, 2025

In the Nasdaq with Martine Lellis

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InvestmentNews
Jul 7, 2025

Wealth Management M&A Not Slowing Down. Here’s Why.

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Total Succession
Jul 1, 2025

Total Succession Plan Podcast with Ted Motheral

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Press Releases
Jun 26, 2025

Mercer Advisors Surpasses 50% Employee Ownership Milestone, Reinforcing Growth and Culture Strategy

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Financial Planning
Jun 3, 2025

How My RIA Merger is Going…2.5 Years In

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InvestmentNews
May 13, 2025

Advisors Ignore Succession Planning at Their Own Peril

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Barron’s
May 8, 2025

Mercer Advisors Hits 100th Acquisition With No Signs of Slowing Down

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WealthManagement.com
May 1, 2025

Integrator vs Aggregator: How Mercer Advisors Helps RIAs Scale and Stay Independent

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InvestmentNews
Apr 2, 2025

Why Unlocking Growth Is Central to Mega RIA’s M&A Strategy

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