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Mercer

In network coverage since October 10, 2026 · 16+ stories

9Deals on our tracker

1Moves on the wire · 12 months

Observed recruiting events · 12 monthsOn the wire →

William Hinson

Sep 11 · advisor move

Deal recordFull tracker →

Oct 19, 26Fund launchAspen Investing — coverage

Oct 14, 26Deal closedGoldman Sachs — coverage

Oct 14, 26Deal closed — coverage

Oct 8, 26Deal announced — coverage

Oct 8, 26Deal announcedOG Crimson Parent Inc. — coverage

Oct 7, 26Deal closedGoldman Sachs · $1.9B — coverage

Sep 21, 26Deal talk — coverage

Sep 16, 26Deal closedGoldman Sachs · Oak Hill Capital · $1.6B — coverage

Aug 24, 26Deal announcedNorthAvenue Financial Advocates — coverage

Network coverage

M&A

Deal lawyer Corey Kupfer predicts an RIA IPO within two years

Mercer Advisors refinanced $1.9 billion of private debt and Beacon Pointe closed a $1.2 billion raise, capital Kupfer links to the push toward a listing.

RIA · Oct 22Visionary Square will pay FINNY AI subscriptions for more than 250 advisors

RIA · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing

portfolio · Oct 20Mercer Advisors completes Aspen Investing rollout with in-house direct indexing

practice · Oct 19ShinyHunters claimed client data theft at Mercer and Beacon Pointe

Deals & PE · Oct 18Apella and Waverly announce RIA acquisitions of $261M and $151M

advisor_note · Oct 17Mercer Advisors: roughly half of H1 2026 net new assets came from custodian referrals

The Close · Oct 16S&P: Custodian referrals supplied about half of Mercer's first-half net new assets

practice · Oct 16Mercer got roughly half of H1 2026 net new assets from custodian referrals

RIA · Oct 16S&P: Mercer got roughly half of first-half 2026 net new assets from custodian referrals

exit · Oct 16RIA deal count falls 17% as $5B sellers set record, DeVoe says

exit · Oct 15Mercer Advisors refinances $1.9 billion in first broadly syndicated loan

M&A · Oct 15Mercer Advisors refinances $1.9B into first syndicated loan

Deals & PE · Oct 15CohnReznick to add Aldrich's $8B wealth practice in mid-December deal

M&A · Oct 15Mercer Advisors closes $1.9B refinancing, its first syndicated loan

Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs