Adding more than $200 million in collective client assets under management, the firm expands its presence in the Pacific Northwest

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today welcomes two distinct financial advisors – Dave Stuehling and John Swanson. Stuehling and Swanson are both based in Bend, Oregon, giving Mercer Advisors a strategic presence in one of the nation’s fastest-growing cities.

Dave Stuehling

Stuehling, who oversees approximately $114 million in assets, partnered with Mercer Advisors to benefit from the firm’s extensive client-service resources, back-office solutions, and path to partnership model. “Partnering with Mercer Advisors was the ideal decision to help provide my clients with best-in-class service and the support they need to achieve their financial goals,” said Stuehling.

John Swanson

Managing $110 million in client assets, Swanson was seeking a new home to provide his high-net-worth clients with a fully integrated, family-office-style service offering. “The combination of Mercer Advisors’ deep value proposition for clients and its fiduciary-first ethos aligns with my philosophy on how to best serve clients,” said Swanson.

“Partnering with experienced, forward-thinking advisors like Dave and John who want to be a part of building the RIA of the future is exactly what energizes us every single day,” said Jessica Caruso, CFP®, Executive Managing Director at Mercer Advisors. “Our goal is to empower advisors to do what they do best: serve clients and help them reach their goals. Dave and John help us put a tentpole in Bend where we can work together to amplify and simplify the financial lives of more individuals and families.”

By bringing together expertise in financial planning, investment management, tax, estate, insurance, and more all managed by a single team, advisors who partner with Mercer Advisors are empowered to build comprehensive wealth management solutions that are personalized for each client.

Martine Lellis, Principal, M&A Partner Development at Mercer Advisors, concluded, “Our offering empowers advisors to thrive in local markets with the collective backing of our specialty teams, advanced technology and unified enterprise operations. Our teams look forward to working with Dave and John to help deliver unmatched value to clients.”

For more information about partnering with Mercer Advisors, please visit merceradvisors.com/acquisitions.

About Mercer Advisors

Mercer Advisors, the #1 ranked RIA firm in the nation according to the Barron’s 2024 Top 100 Registered Investment Advisor Firms, was founded in 1985. For nearly 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has 1,190+ employees, and operates nationally through more than 100 locations. Mercer Advisors has $70 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/acquisitions.

Important Information

Company statistics as of November 30, 2024. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies.

2024 - Barron’s Top 100 RIA methodology

Mercer Advisors was ranked number 1 for firms up to $70 billion in client assets. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron's verifies that data with regulatory databases and then Barron's applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron's does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.

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