On March 31, 2026, Mercer Global Advisors announced that it had acquired Charter Oak Capital Management.
Mercer Global Advisors (“Mercer Global”) announced on March 31, 2026, that it had acquired Charter Oak Capital Management (“Charter Oak”). Certain of Charter Oak’s advisors will gain equity in the larger Mercer Global entity, with other Charter Oak advisors having the option to buy in. Further terms of the transaction were not disclosed.
Mercer, based in Denver, is a registered investment advisor that provides investment management and financial planning services. As of March 2026, Mercer had approximately $98 billion in assets under management.
Charter Oak, based in Portsmouth, New Hampshire, is a wealth management firm offering comprehensive planning solutions to its clients. Charter Oak has $1.5 billion in assets under management. Hue Partners advised Charter Oak in the transaction.
To read the press release: please click here.