Colorado-based RIA Mercer Advisors has purchased Michigan-based Arbor Asset Management for an undisclosed sum. The takeover adds around $350m in assets to Mercer’s books, increasing …
The Mather Group buys Astraeus Advisers; launches family office unit
The Mather Group (TMG), an Illinois-based wealth manager, has acquired local multifamily office Astraeus Advisers, marking the launch of a new family office unit. The …
Mariner Wealth Advisors continues buying spree; plans more new offices
Kansas-based RIA Mariner Wealth Advisors has agreed to buy California-based Authent Advisors for an undisclosed amount. Authent oversaw around $285m in assets at the end …
Exchange Bank buys American Trust and Savings Bank’s wealth business
Exchange Bank has agreed to acquire Iowa-based American Trust and Savings Bank’s California Trust and Wealth Management operations. The deal, whose financial terms were not …
Canaccord Genuity Group takes over advisory firm Petsky Prunier
Canaccord Genuity Group, a Canadian wealth management firm, has bought New York-based M&A advisory firm Petsky Prunier. Financial terms of the transaction were not disclosed. …