Mercer Global Advisors, a national registered investment adviser, has announced the acquisition of NorthAvenue Financial Advocates, a Columbus, Ohio-based wealth management firm with more than $220 million in assets under management (AUM).
For more than seven years, NorthAvenue has provided comprehensive wealth planning and implementation services, including investment management, tax planning and tax preparation. The firm is known for delivering a highly personalized client experience and building long-term relationships through referrals, community involvement and trusted professional networks.
NorthAvenue further strengthens Mercer Global Advisors’ presence across the Ohio Valley, one of the firm’s fastest-growing regions. Since 2019, Mercer has grown its Ohio Valley business from approximately $100 million in client assets to more than $2.2 billion as of 2026. The firm’s Ohio Valley footprint includes offices in Cincinnati and Westerville, Ohio; Indianapolis;
