Acquiring Company
Mercer Global Advisors
Acquired Company
River Glen Wealth Counselors
DenverWest Des MoinesFinancial ServicesConsultingFinancial ServicesDescription
Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Veerkloh, LLC d/b/a River Glen Wealth Counselors (hereinafter "River Glen"). River Glen is a comprehensive wealth management firm located and operating in West Des Moines, Iowa.
Quick answer
Mercer Global Advisors is acquiring River Glen Wealth Counselors, announced January 9, 2024. Mercer Global Advisors is based in Denver, Colorado, United States.
- How much did Mercer Global Advisors pay for River Glen Wealth Counselors?
- The deal value was not disclosed.
- What does Mercer Global Advisors do?
- Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services.
- Where are Mercer Global Advisors and River Glen Wealth Counselors based?
- Mercer Global Advisors is based in Denver, Colorado, United States. River Glen Wealth Counselors is based in West Des Moines, Iowa, United States.
- Who are the decision-makers at Mercer Global Advisors?
- Fundz holds 3 contacts at Mercer Global Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Other recent acquisitions in Financial Services and Consulting
Deals where the buyer or target shares a sector with this one, within 45 days, from Fundz verified event records.
- Cetera Holdings Announces Close Of Avantax Acquisition (November 27, 2023)
- Arthur J. Gallagher & Co. Acquires Mcmm Services Limited (January 11, 2024)
- Arthur J. Gallagher & Co. Acquires Köberich Financial Lines (January 8, 2024)
- Mercer Advisors Acquires Transitions Wealth Management, Llc (January 3, 2024)
- Arthur J. Gallagher & Co. Acquires My Plan Manager (December 7, 2023)
- Mercer Advisors Acquires Brighton Financial Planning Expanding Mercer Advisors' Northeast Presence (December 6, 2023)
Who to call at Mercer Global Advisors, and when
When Mercer Global Advisors changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
- An alert the day Mercer Global Advisors raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
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Frequently asked
Who acquired River Glen Wealth Counselors?
River Glen Wealth Counselors was acquired by Mercer Global Advisors, based in Denver. The deal was reported on January 9, 2024. Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. Mercer Global Advisors is privately held and operates in Financial Services.
When did Mercer Global Advisors acquire River Glen Wealth Counselors?
Mercer Global Advisors's acquisition of River Glen Wealth Counselors was reported on January 9, 2024. Mercer Global Advisors, Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Veerkloh, LLC d/b/a River Glen Wealth Counselors (hereinafter "River Glen"). Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does River Glen Wealth Counselors do?
River Glen is a fee-only, independent financial planning firm, uniquely qualified to work with corporate executives. It is privately held, operating in Financial Services, and is based in West Des Moines.
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