 We grew over $1 billion organically last year. This year we decided we wanted to take part in the consolidation of the industry with inorganic growth.”David Barton, CEO, Mercer Advisors
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RIA M&A: Mercer Emerges as New Powerhouse
Charles Paikert | Finacial Planning, March 2016
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Summary: Mercer Advisors is staking a claim to be one of the country's largest RIAs. The Santa Barbara, Calif.-based firm is merging with Kanaly Trust of Houston to form an $8 billion-plus powerhouse firm with 20 offices around the country.
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