Mercer Global Advisors has acquired Adam Financial Associates, a wealth management firm located in Boca Raton, Fla., serving approximately 200 households with assets under management of $190 million.
The addition of AFA expands Mercer Advisors’ presence in Florida to three offices (Clearwater, Palm Beach Gardens and Boca Raton). The AFA acquisition brings Mercer Advisors’ total offices to 46 and increases Mercer Advisors’ total AUM to nearly $17.5 billion.
