Mercer acquires $350 million First Ohio Planning
RIA based in Columbus, Ohio, serves 280 households with staff of five
Mercer Global Advisors, a Denver-based national registered investment adviser, has acquired First Ohio Planning, an RIA based in Columbus, Ohio, managing $350 million.
[More: Hybrid firm acquires $280 million RIA]
First Ohio, which was founded in 1979 and has five wealth management professionals, serves 280 families. It will merge with Mercer’s existing office in Columbus.
Mercer now manages more than $18.7 billion.
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