Tr?id=566623520170033&ev=PageView&noscript=1

Mercer Advisors Expands Westward with Two RIA Acquisitions

Posted on October 2nd, 2025 at 2:48 PM
Mercer Advisors Expands Westward with Two RIA Acquisitions

From the desk of Jim Eccleston at Eccleston Law

Mercer Advisors has strengthened its presence in the West by acquiring two registered investment advisory firms with offices in Oregon, Idaho, and Southern California. According to InvestmentNews, the transactions mark Mercer’s 10th and 11th acquisitions of 2025, matching its total deal count for all of last year.

Bend, Oregon-based Eagle Wealth Management joins Mercer as a 10-person team managing approximately $350 million in assets for 300 clients. Founded in 2008 by Chad and Cami Staskal, Eagle Wealth has become the third Bend-area firm to merge with Mercer in the past year.

Also joining Mercer is West Oak Capital, an RIA headquartered in Eagle, Idaho, with an additional office in Westlake Village, California. West Oak manages around $500 million in assets for more than 100 family clients.

According to InvestmentNews, Mercer manages roughly $81 billion in assets and ranks among the largest RIA aggregators nationwide. Since launching its M&A strategy in 2016, Mercer has completed more than 100 acquisitions. Its largest deal this year came in June with the purchase of Oklahoma City-based Full Sail Capital, which manages approximately $2 billion.

InvestmentNews reports that Mercer continues to expand into new regions, with recent acquisitions in Boston, Naples, and Oklahoma City. Each added significant infrastructure in markets where Mercer previously had limited presence.

 

Eccleston Law LLC represents investors and financial advisors nationwide in securities, employment, transition, regulatory, and disciplinary matters.

Tags: eccleston, eccleston law, mercer advisors

Return to Archive

TESTIMONIALS

Previous
Next
Quotes Bigger

The work that you and your team have performed on my behalf is exemplary.

JT

LATEST NEWS AND ARTICLES

1789665543 Law
September 17, 2026
SEC Charges 38 Entities Over Allegedly Fraudulent Adviser Filings

The Securities and Exchange Commission (SEC) charged 38 entities with allegedly making material misrepresentations in Forms ADV filed with the SEC between 2025 and 2026.

1789589290 Law
September 16, 2026
Edelman Financial Engines Secures TRO Against Advisor Who Joined RFG Advisory

Edelman Financial Engines recently secured a temporary restraining order (TRO) against Chad A.

1789490284 Law
September 15, 2026
FINRA Suspends Former Northwestern Mutual Broker Over Customer Loans

The Financial industry Regulatory Authority (FINRA) has suspended and fined a former Northwestern Mutual broker after he solicited two customers for loans to purchase another representative's book of business but instead used most of the money to pay personal expenses and other debt, according to an Acceptance, Waiver, and Consent (AWC) letter.<...