Mercer Advisors acquires $240 million RIA

Mercer Advisors acquires $240 million RIA
AFI Wealth Strategies is based in Green Bay, Wisconsin, and serves 220 clients.
JUN 23, 2021

Mercer Global Advisors, a Denver, Colorado-based registered investment adviser managing $31 billion, has acquired A. Farah Investments, an RIA firm managing $240 million in Green Bay, Wisconsin.

The firm, which serves 220 clients, does business as AFI Wealth Strategies. Andrew E. Farah, the firm’s founder, and his team will be joining Mercer.

Putting a price tag on ransomware attacks

Latest News

Indie $8B RIA adds further leadership talent amid growth drive
Indie $8B RIA adds further leadership talent amid growth drive

Executives from LPL Financial, Cresset Partners hired for key roles.

Stock volatility remained low despite risk events
Stock volatility remained low despite risk events

Geopolitical tension has been managed well by the markets.

Fed minutes to provide signals on rate cuts
Fed minutes to provide signals on rate cuts

December cut is still a possiblity.

Trump's tariff talk roils markets, political leaders
Trump's tariff talk roils markets, political leaders

Canada, China among nations to react to president-elect's comments.

Ken Leech formally charged by SEC, US Attorney's Office
Ken Leech formally charged by SEC, US Attorney's Office

For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound