A Daily Network publication

ria

Mercer Global Advisors

DENVER, CO

CRD: 147363

In network coverage since August 26, 2026 · 9 stories

$84.4BRegulatory AUMSEC Form ADV · Oct 17

1,429EmployeesForm ADV

3Deals on our tracker

+1Talent net · 12 months1 in · 0 out

Regulatory AUM · Aug 29 – Oct 17

Observed recruiting events · 12 monthsOn the wire →

Net +1 · 1 incoming events · 0 outgoing events

Arrivals

Sep 11 · from Northern Trust

Departures

None tracked.

Deal recordFull tracker →

Oct 19, 26Fund launch — coverage

Oct 19, 26Fund launch — coverage

Oct 19, 26Fund launchOrion — coverage

Network coverage

RIA

Modera Wealth Management launches Mira AI platform built with OnTrade

The $20 billion Westwood, N.J., RIA says the system, live since July 2026, will help acquired advisors consolidate data on one platform.

The Close · Oct 20Mercer completes Aspen direct indexing rollout across more than 43,000 accounts

practice · Oct 20Mercer Global Advisors completes Aspen Investing rollout across 43,000 client accounts

RIA · Oct 20Mercer Global Advisors completes Aspen Investing rollout across more than 43,000 accounts

Moves · Sep 23The RIA C-suite is being rebuilt around the plan record

advisor_note · Sep 14Anthropic's advisor list will be won on fees, not logos

the_wrap · Sep 14The day UBS, Merrill, Raymond James, and LPL swapped talent

Features · Sep 14The employee channel now trades books, not brokers

exit · Aug 26Scale commands record prices as RIA deal count falls

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.