At a glance
- The omission is the ordinary condition of the single-advisor move, but it lands differently in an office the Denver-based firm counts among its largest regional books.
- Against the $6.7 billion the office now runs, the last of those is under one percent of the book, which suggests the point was a client list rather than revenue.
- The rest of September's recruiting tape looks nothing like it.
Mercer Advisors has added William Hinson, a 20-year veteran of investment management and private wealth roles, to its Atlanta office from Northern Trust, where he was most recently a senior portfolio advisor, and the hire into a team overseeing $6.7 billion in client assets as of July 31 came with no figure for the assets that follow him. The omission is the ordinary condition of the single-advisor move, but it lands differently in an office the Denver-based firm counts among its largest regional books.
The practice Hinson built around concentrated stock positions, liquidity events for entrepreneurs, and retirement and multigenerational planning is, in Chris Blackmon's telling, a fit for the Atlanta client base Mercer already serves; Blackmon, the firm's managing partner for Greater Georgia, cited that profile, while Hinson, a Georgia Tech computer science graduate who earlier worked as a regional wealth portfolio manager at Truist, pointed to Mercer's integration of investment, tax and estate planning under one roof as his reason for moving.
That integration is the roof under which Mercer built Georgia, lifting client assets in the state from roughly $550 million in 2017 to more than $4.5 billion by early 2025 through acquisitions including the 2021 deals for Kays Financial Advisory, an $800 million Atlanta RIA, and Atlanta Financial Associates, followed in January 2025 by Edward Vance Investment Management, a $41 million Atlanta planning firm. Against the $6.7 billion the office now runs, the last of those is under one percent of the book, which suggests the point was a client list rather than revenue. Mercer is buying density, and density is what makes a $6.7 billion office worth joining; the state's assets have compounded roughly eightfold since 2017.
The rest of September's recruiting tape looks nothing like it. &Partners added Bucholtz Germo, a Willoughby Hills, Ohio practice arriving with $352 million in prehire assets, the second former Commonwealth Financial Network practice to join the hybrid this month after SBS Retirement Consultants in Alaska and the 125th advisor practice since its 2023 founding. &Partners reports roughly $63 billion in total assets as of September 1, and in August it added Crown Legacy Wealth, a Bellevue, Washington team with $838 million in prehire assets arriving from Wells Fargo. The independent channel now raids itself, and the traffic out of Commonwealth keeps running, as this publication has reported.
The InvestmentNews report on Hinson carries no asset figure and no indication of what client assets follow him, a silence that reads differently beside a month in which price tags arrive at $352 million and $838 million. Block trades are priceable; the hires that determine whether a $6.7 billion office keeps compounding are not. The next number to watch is the one Mercer publishes for Atlanta.
Reported by the Moves desk from InvestmentNews. Published . Corrections