Partnership marks third $1B+ RIA to join Mercer Advisors in three months
DENVER–(BUSINESS WIRE)–Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of Family Wealth Planning Group (“Family Wealth”) and its affiliate Family Wealth Tax Advisory, a Naples, Florida-based wealth and tax planning firm overseeing $1.2 billion in assets for more than 200 families. This transaction expands Mercer Advisors’ footprint in Florida by adding robust financial planning capabilities, executive-focused services and a dynamic next-generation team, strengthening the firm’s dedication to comprehensive, multigenerational wealth management.
Family Wealth Planning Group provides a full suite of wealth management services to high-net-worth families, business owners and executives, offering family wealth planning, investment management, estate and tax planning, next-generation education and more. The firm’s aligned service approach and growth-oriented team complement Mercer Advisors’ integrated platform.
“Partnering with Mercer Advisors enables us to enhance how we serve our clients–now and in the future–while continuing to support our team. As a trusted decision-making partner to our client families, our firm is built on being proactive, providing holistic solutions through a financial plan and empowering families to act in their long term best interest,” said Tom LaMacchio, Principal and Founder of Family Wealth.
“Mercer Advisors’ extensive resources, especially in tax, estate and investment planning, will help us increase our impact while preserving the long-term continuity of the business,” said Nadia Keric, CFP®, Principal and Owner at Family Wealth.
Family Wealth marks the 20th women-led partner firm to join Mercer Advisors, where women now make up nearly half of the client-facing team. The addition also boosts Mercer Advisors’ existing presence in Naples, adding local talent and broadening service capabilities across southern Florida. All nine team members, including LaMacchio and Keric, will remain with the firm following the transaction.
“When we first met with Tom and Nadia, we saw a passion for client service like our own. We are excited to join the Family Wealth team in serving more clients in Southern Florida,” said Dave Welling, CEO of Mercer Advisors. “Their dedication to personalized, multigenerational wealth management also aligns with evolving client needs that we see across the country and prominently in Florida.”
“Our recent M&A momentum, welcoming three $1 billion-plus RIAs in just three months, demonstrates the strength embedded in the shared values behind these partnerships. We’re proud to support Family Wealth as they embark on this next chapter and are honored to be their partner,” said Martine Lellis, Principal, M&A Partner Development, Mercer Advisors.
For more information about partnering with Mercer Advisors, please visit merceradvisors.com/partnerwithus.
About Mercer Advisors
Mercer Advisors, the #1 ranked RIA firm in the nation according to the Barron’s 2024 Top 100 Registered Investment Advisor Firms, was founded in 1985. For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has over 1,280 employees, and operates nationally through more than 100 locations. Mercer Advisors has $77 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus.
Important Information
Company statistics as of May 31, 2025. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a revenue sharing agreement.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER® certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
2024 – Barron’s Top 100 RIA methodology
Mercer Advisors was ranked number 1 for firms with up to $70 billion in client assets. In 2024 Barron’s ranked the largest registered investment advisor firms separately from its broader RIA ranking. For Barron’s Mega RIAs list, they selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that created a threshold of $70 billion in assets. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then Barron’s applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron’s does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing.
Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.
Contacts
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