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Mercer Global Advisors, Inc. acquires Edward Vance Investment Management to expand presence in Georgia

PRIVATEJan 07, 2025

Acquiring Company

Mercer Global Advisors

Acquired Company

Edward Vance Investment Management

DenverGeorgiaFinancial ServicesConsultingFinancial ServicesFinanceConsulting

Description

Mercer Global Advisors, Inc. has announced the acquisition of Edward Vance Investment Management, an investment advisory and financial planning firm, as part of its strategic expansion in Georgia. This acquisition strengthens Mercer Advisors’ presence in the state and provides Edward Vance access to expanded resources and the support of a broader team of specialists, allowing him to better serve his clients.

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Company Information

Company

Mercer Global Advisors

Location

1200 17th Street

Denver, Colorado, United States

About

Mercer Global Advisors Inc. is a full-service wealth management firm providing investment advice, financial and estate planning, and trustee services. It is one of the largest Registered Investment Advisers and financial planning firms in the U.S. with $56 billion in client assets.

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Frequently asked

Who acquired Edward Vance Investment Management?

Edward Vance Investment Management was acquired by Mercer Global Advisors, based in Denver. The deal was reported on January 7, 2025. 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 Edward Vance Investment Management?

Mercer Global Advisors's acquisition of Edward Vance Investment Management was reported on January 7, 2025. Mercer Global Advisors, Inc. has announced the acquisition of Edward Vance Investment Management, an investment advisory and financial planning firm, as part of its strategic expansion in Georgia. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Edward Vance Investment Management do?

Edward Vance Investment Management is an investment advisory and financial planning firm based in Georgia. It is privately held, operating in Financial Services, and is based in Georgia.

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