On July 1, 2025, Mercer Global Advisors announced its acquisition of O’Brien Wealth Partners.
Mercer Global Advisors (“Mercer”) announced, on July 1, 2025, its acquisition of O’Brien Wealth Partners (“O’Brien”). Under the terms of the transaction, O’Brien’s team will join Mercer. Further terms of the deal were not disclosed.
Mercer, based in Denver, is a registered investment advisor that provides fee-based investment management, financial planning, family office, retirement benefits and distribution planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. As of April 2025, Mercer had approximately $70 billion in assets under management.
O’Brien, based in Waltham, Massachusetts, is a registered investment advisor offering comprehensive wealth management and planning services to high-net-worth individuals, families and nonprofits. As of April 2025, O’Brien had approximately $1.1 billion in assets under management. Colchester Partners served as the exclusive financial advisor to O’Brien.
To read the press release: please click here.