Mercer Advisors announces NorthAvenue acquisition in Ohio

Mercer Advisors announced its acquisition of NorthAvenue Financial Advocates on August 25, 2026. The target is a Columbus, Ohio, wealth-management practice. Mercer describes the combination as an expansion of its Ohio Valley presence and Women & Wealth practice.

This is a review of the August announcement, with that source date preserved. It is not a new acquisition announcement for the current daily edition.

The announcement attributes more than $220 million in assets under management to NorthAvenue as of February 28, 2026. The reported amount therefore describes the practice at an earlier point than the announcement.

That figure does not disclose a purchase price, prove an August client inflow or establish how much was incorporated into a later Mercer filing. Those conclusions would require additional evidence.

Mercer Global Advisors Inc., CRD 147363, reports $84,396,892,590 in regulatory AUM in the September 17 Form ADV checked for this research. Individual and high-net-worth individual assets together represent 91.94%.

Mercer passes the 75% asset screen but falls below the displayed ten firms’ AUM cutoff. A firm can qualify for a defined comparison without appearing in its first ten rows. This legal-entity total is separate from a broader brand’s assets managed or advised.