Wealth and Asset Management
Mercer acquires $412m Connecticut RIA
Serial RIA acquirer Mercer Advisors on Tuesday announced its first deal in nearly six months. The $63bn Denver-based firm has snapped up Benchmark Wealth Management, an RIA based in Old Lyme, Conn., with about $412m in assets under advisement, according to Mercer. Benchmark Wealth was formed in 2007, when principals…
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