On January 7, 2026, Mercer Global Advisors announced that it had acquired each of Long Run Wealth Advisors and Poterack Capital Advisory.
Mercer Global Advisors (“Mercer”) announced, on January 7, 2026, that it acquired, in two separate transactions, Long Run Wealth Advisors (“Long Run”) and Poterack Capital Advisory (“Poterack”). The Long Run acquisition added a seven-person team to Mercer. The Poterack acquisition added a team that included a wealth manager and relationship manager to Mercer. Further terms of the transactions were not disclosed.
Mercer, based in Denver, is a registered investment advisor offering financial planning and investment management services to clients. Mercer has approximately $92 billion in client assets.
Long Run, based in Lake Placid, New York, is a registered investment advisor offering personalized financial planning and investment strategies to clients. Long Run has approximately $640 million in assets under management. Marshberry advised Long Run in the transaction.
Poterack, based in Jackson, Wyoming, is a registered investment advisor providing virtual wealth management services to clients. Poterack has approximately $265 million in client assets. Iron River Group advised Poterack in the transaction.
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