Mercer Advisors Expands ÍøÆØ³Ô¹Ïstward with Two RIA Acquisitions
From the desk of Jim Eccleston at ÍøÆØ³Ô¹Ï
Mercer Advisors has strengthened its presence in the ÍøÆØ³Ô¹Ïst by acquiring two registered investment advisory firms with offices in Oregon, Idaho, and Southern California. According to InvestmentNews, the transactions mark Mercer’s 10th and 11th acquisitions of 2025, matching its total deal count for all of last year.
Bend, Oregon-based Eagle ÍøÆØ³Ô¹Ïalth Management joins Mercer as a 10-person team managing approximately $350 million in assets for 300 clients. Founded in 2008 by Chad and Cami Staskal, Eagle ÍøÆØ³Ô¹Ïalth has become the third Bend-area firm to merge with Mercer in the past year.
Also joining Mercer is ÍøÆØ³Ô¹Ïst Oak Capital, an RIA headquartered in Eagle, Idaho, with an additional office in ÍøÆØ³Ô¹Ïstlake Village, California. ÍøÆØ³Ô¹Ïst Oak manages around $500 million in assets for more than 100 family clients.
According to InvestmentNews, Mercer manages roughly $81 billion in assets and ranks among the largest RIA aggregators nationwide. Since launching its M&A strategy in 2016, Mercer has completed more than 100 acquisitions. Its largest deal this year came in June with the purchase of Oklahoma City-based Full Sail Capital, which manages approximately $2 billion.
InvestmentNews reports that Mercer continues to expand into new regions, with recent acquisitions in Boston, Naples, and Oklahoma City. Each added significant infrastructure in markets where Mercer previously had limited presence.
ÍøÆØ³Ô¹Ï LLC represents investors and financial advisors nationwide in securities, employment, transition, regulatory, and disciplinary matters.
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