On December 16, 2025, Mercer Global Advisors announced that it acquired McConnell Financial Advisors.
Mercer Global Advisors (“Mercer”) announced, on December 16, 2025, that it acquired McConnell Financial Advisors (“McConnell”). Under the terms of the transaction, the McConnell team, led by Founder and CEO Renée McConnell, will join Mercer. Further terms of the transaction were not disclosed.
Mercer, based in Denver, is a registered investment advisor offering comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer has approximately $90 billion in client assets.
McConnell, based in Boise, Idaho, is a registered investment advisor offering comprehensive financial planning and investment management services. McConnell has approximately $130 million in assets under management.
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