On December 6, 2023, Mercer Global Advisors, Inc. announced that it had acquired Brighton Financial Planning.
Under the terms of the transaction, Mercer Global Advisors, Inc. (“Mercer”) announced that it acquired Brighton Financial Planning (“Brighton”). Further terms of the deal were not disclosed.
Mercer, based in Denver, is a registered investment advisor that provides investment management and financial planning services. As of August 2023, Mercer had $52 billion in assets under management.
Brighton, based in Basking Ridge, New Jersey, is a fee-only registered investment advisor that provides financial planning, discretionary investment management services and defined contribution advisory services. As of December 2023, Brighton had $90 million in assets under management.
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