On December 2, 2025, Mercer Advisors announced its acquisition of Glass Jacobson Wealth Advisors.
Mercer Advisors (“Mercer”) announced, on December 2, 2025, that it acquired Glass Jacobson Wealth Advisors (“Glass Jacobson”). Under the terms of the transaction, all members of Glass Jacobson will join Mercer. 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.
Glass Jacobson, based in Owings Mills, Maryland, is a registered investment advisor offering comprehensive wealth management, financial planning, tax strategy, and investment management services. Glass Jacobson has approximately $770 million in client assets.
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