Mercer Global Advisors, a $30.5 billion Denver-based registered investment adviser, has acquired ET George Investment Management, an RIA in Starkville, Mississippi.
The firm has $170 million in assets under management and about 155 clients.
ET George was founded in 1974 by Ernie George, who explained the acquisition by saying, “It was time for our firm to implement a business succession strategy.”
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
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Treasury secretary's deadline called 'aspirational' by John Thune.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
