Mercer Advisors Acquires West Oak Capital, Expands Idaho and SoCal Footprint 

Mercer Global Advisors, Inc. announced the acquisition of West Oak Capital, LLC, a $500 million AUM firm serving more than 100 families from its headquarters in Eagle, Idaho. The deal deepens Mercer’s presence in Idaho and Southern California while broadening the services available to West Oak’s clients. 

Founding partner and president Byron Snider highlighted the benefits of joining Mercer’s platform, noting enhanced resources, technology, and infrastructure that will complement the firm’s high-touch client service model. Clients will now have access to Mercer’s full suite of offerings, including institutional-grade investment management, estate and tax planning, trust services, and financial education for future generations. 

Mercer Advisors’ Martine Lellis emphasized shared values around fiduciary responsibility and multigenerational wealth planning, calling West Oak’s team a strong cultural and strategic fit. DeVoe & Company served as exclusive financial advisor to West Oak in the transaction. 

The acquisition follows Mercer’s recent deals with Naples-based Family Wealth Planning Group ($1.2B AUM) and Waltham’s O’Brien Wealth Partners ($1.1B AUM), as the firm continues its expansion. Mercer Advisors now manages $81 billion in client assets, with over 1,320 employees across more than 100 U.S. locations.