Mercer Advisors Acquires Fabian Wealth Strategies

December 21, 2016

On December 14, 2016, Mercer Advisors Inc. announced that it had acquired Fabian Wealth Strategies.

Mercer Advisors Inc. (“Mercer Advisors”) is a national Registered Investment Advisor (“RIA”) firm based in Santa Barbara, California. Fabian Wealth Strategies is a RIA firm based in Costa Mesa, California. Doug Fabian, the President of Fabian Wealth Strategies, and his team will merge into Mercer Advisors’ Newport Beach office.

Mercer Advisors’ subsidiary, Mercer Global Advisors, manages over $9.4 billion in assets under management for over 6,200 clients as of November 30, 2016. Fabian Wealth Strategies had $95 million in assets under management as of November 30, 2016.

To read the press release: please click here.


Investment Manager M&A, Transactions