Mercer Advisors Inc. has announced its latest acquisition — RIA Bell Wealth Management of Austin, Texas.
The client pool at Bell Wealth Management consists of approximately 125 affluent and high-net-worth households, to whom the firm has been providing services for more than 20 years. Assets under management total $200 million, bringing Mercer Advisors’ total AUM to $15 billion and their office total to 37.
Mercer itself has more than 300 employees around the country and provides clients with fee-only investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. It is also the parent company of Mercer Global Advisors.