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Independent Intelligence on the Private Wealth Industry
Tuesday, August 25, 2026The Morning Brief →Sign in
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Ted Motheral

In PWD coverage since August 25, 2026 · 1 story
PWD coverage
M&A

Mercer buys a Columbus RIA to fill out its Ohio Valley grid

Mercer's purchase of NorthAvenue Financial Advocates shows how a consolidator buys geography and demographics, one small team at a time.
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