Mercer Global Bags $265M with Oregon, Georgia Additions

Mercer Global Advisors added a combined $265M in client assets to its total $70B AUM with the addition of two advisors in Oregon and the acquisition of a Georgia-based RIA. 

Dave Stuehling and John Swanson join Mercer with approximately $114M and $110M in client assets, respectively. Stuehling most recently worked at Integrated Wealth Concepts, per his SEC registration history, while Swanson was formerly affiliated with the Bahnsen Group, per his LinkedIn. Both operate out of Bend, OR.

Mercer also acquired $41M Edward Vance Investment Management of Macon, GA, growing its client base and assets in metro Atlanta to over $4.5B. The firm is led by Edward Vance and offers services in retirement, tax, and estate planning. 

Denver-based Mercer Global said it houses a network of more than 100 locations across the country, with over 1,190 employees.