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

1775574785 Law
April 7, 2026
SEC Charges Long Island RIA and Executives in $138 Million Private Fund Scheme

A Long Island-based registered investment adviser and two of its senior executives now face parallel civil and criminal proceedings tied to an alleged scheme involving conflicted private fund investments, as reported by InvestmentNews.

1775496481 Law
April 6, 2026
FINRA Arbitration Panel Orders Fidelity to Pay $1.3 Million Over Structured Product Disputes

A Financial Industry Regulatory (FINRA) arbitration panel has ordered Fidelity Brokerage Services to pay approximately $1.3 million to two groups of clients who alleged misconduct tied to structured product investments, according to ThinkAdvisor.

1775253477 Law
April 3, 2026
FINRA Enforcement Trends Show Higher Monetary Sanctions Despite Fewer Cases in 2025

The Financial Industry Regulatory Authority (FINRA) increased total monetary sanctions in 2025, even as the number of enforcement actions declined.