Firm strengthens its presence in Atlanta with the acquisition of Edward Vance, adding $41 million in assets under management

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Edward Vance Investment Management (“Edward Vance”), an investment advisory and financial planning firm. This acquisition strengthens Mercer Advisors’ presence in Georgia, where Mercer Advisors has grown client assets from approximately $550 million in 2017 to over $4.5 billion today.

Led by owner Edward Vance, CFP^®, MBA, the Georgia-based firm specializes in comprehensive financial planning with a focus on helping clients manage, grow, and preserve their wealth. The firm offers services such as retirement planning, and tax and estate strategies tailored to meet each client’s unique needs. By joining Mercer Advisors, Vance gains access to expanded resources and the support of a broader team of specialists, allowing him to better serve his clients.

“Mercer Advisors is the right home for me in my endeavor to provide clients with long-term success and stability in their financial lives,” said Vance. “Leveraging Mercer Advisors’ vast team of specialists, modern technology solutions, and extensive resources will provide me with opportunities to enhance the client experience and do my best work as a financial advisor.”

“Ed Vance has built a strong financial planning practice centered on delivering personalized, high-quality advice to his clients,” said Martine Lellis, Principal, M&A Partner Development at Mercer Advisors. “His dedication to clients’ financial success aligns perfectly with our efforts to help families worry less about money. We are honored that Ed chose to partner with Mercer Advisors to elevate his practice.”

With advisor teams serving a diverse range of clients spanning ultra-high-net-worth, high-net-worth and mass affluent across Georgia, Mercer Advisors continues to build on its presence in the Southeast.

“For advisors like Ed who have built a great practice, Mercer Advisors offers the tools to build on their strengths and provide even more value to clients,” said Ben Kautz, CFP^®, Executive Managing Director at Mercer Advisors. “We’re excited to add his experience to our Atlanta office.”

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. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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