On November 12, 2025, Mercer Advisors announced its acquisition of Beach, Freeman, Lim & Cleland.
Mercer Advisors (“Mercer”) announced, on November 12, 2025, that it acquired Beach, Freeman, Lim & Cleland (“BFLC”). Under the terms of the transaction, all members of BFLC will join Mercer. Ownership opportunities will also be made available to full-time employees. Further terms of the deal were not disclosed.
Mercer, based in Denver, is a registered investment advisor offering wealth management, financial planning, tax planning and preparation, estate planning and investment management services. Mercer has approximately $90 billion in client assets. Republic Capital Group served as the exclusive advisor to Mercer on the transaction.
BFLC, based in El Segundo, California, is an accounting firm specializing in tax, accounting and business advisory services.
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