Mercer Advisors Expands Los Angeles Footprint with $100M AUM Acquisition
Event summary
- Mercer Advisors acquired Eagleson Arndt Financial Advisors, a Thousand Oaks-based firm with $100M in AUM.
- The deal expands Mercer’s presence in Greater Los Angeles, adding to existing offices in Woodland Hills, Encino, and Century City.
- Eagleson Arndt’s team, led by founder Vicki Arndt, brings a planning-led approach focused on holistic financial advice.
- Clients gain access to Mercer’s integrated family office services, including tax planning, estate planning, and institutional-grade investment management.
The big picture
The acquisition aligns with Mercer’s strategy of scaling through targeted, values-driven acquisitions, particularly in high-growth regions. With $98B in client assets, Mercer continues to consolidate the RIA space, leveraging its national platform to attract smaller, planning-focused firms. The deal also underscores the industry trend of firms expanding service offerings to compete for affluent clients.
What we're watching
- Integration Challenges
- How Mercer will blend Eagleson Arndt’s boutique, high-touch approach with its national platform capabilities.
- Regional Strategy
- Whether this acquisition signals further expansion in high-net-worth markets beyond Greater Los Angeles.
- Client Retention
- The pace at which Eagleson Arndt’s clients transition to Mercer’s broader service suite.
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