Mercer Advisors Adds $260M Portland-based RIA 

Mercer Global Advisors, Inc. has acquired Thompson Advisory Services, a Portland, Oregon–based registered investment advisor overseeing approximately $260 million in client assets. The transaction enhances Mercer Advisors’ presence in the Pacific Northwest while adding a team deeply rooted in comprehensive wealth planning. 

Founded in 2009 by Troy Thompson, JD, Thompson Advisory delivers holistic wealth management for more than 90 families, including investment management, financial and estate planning, insurance guidance, and tax strategy with in-house tax preparation. “From day one, our focus has been to bring together every aspect of a family’s financial concerns under one roof,” said Thompson. “Mercer Advisors shares that same vision, while providing the scale, resources, and technology to help us elevate how we serve our clients.” 

Upon joining Mercer Advisors, the four-person team will gain access to a broader suite of integrated family-office capabilities, spanning institutional investment solutions, advanced trust and estate services, specialized tax support, and next-generation financial education offerings. 

“Portland is a key market for Mercer Advisors as we continue to expand our presence in the Northwest,” said Jessica Caruso, Executive Managing Director at Mercer Advisors. “Troy and his team embody the fiduciary, planning-first philosophy we value in every partnership, and we’re excited to welcome them to Mercer Advisors.” 

The transaction adds to a busy M&A year for Mercer Advisors, which oversees more than $90 billion in client assets. Recent acquisitions include Glass Jacobson Wealth Advisors, a Maryland-based wealth management firm with approximately $1 billion in assets; Southern California tax practice Beach Freeman Lim & Cleland and Encino, California-based Singer Burke, strengthening the firm’s specialized planning and tax capabilities.