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.
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