Mercer Advisors acquires Poterack Capital Advisory

Mercer Advisors agreed to acquire Poterack Capital Advisory. Reported deal value: $905M. Status: Completed. Sector: Wealth Management. Target headquarters context: Charlotte, North Carolina, United States.

This page summarizes publicly available information about the transaction as of 2026-01-07. Figures and status may change as filings and press coverage update.

Today at 9:21 AM Mercer : Acquisitions Of Poterack Capital And Long Run Wealth Advisors Closed , Adding About $ 905 Million In Client Assets Mercer Global Advisors , a $92 billion national registered investment adviser, has closed two acquisitions that together add about $ 905 million in client assets, capping what the firm called its most active deal year to date as it heads into 20 26