Mercer Advisors Buys $5B Wealth Management Firm Regis

Mercer Global Advisors bought Regis Management Company, a wealth management firm with $5 billion in assets. Terms of the deal were not disclosed.

Co-founded by Managing Partner Robert Burlinson in 2000 and offices in San Francisco and Menlo Park, Regis serves ultra-wealthy clients, multigenerational families and foundations and endowments.

Its leadership team also includes Peter Gifford, partner and president; Stephen Donahue, partner; Matthew Krensky, partner; and Steven Go, partner and COO.

Burlinson noted that they wanted to partner with a national firm that shares their mission, vision and values. “We have built a business designed to service our clients’ needs through multiple generations. Partnering with Mercer Advisors will allow us to attract, train, and retain world class talent to ensure best in class service beyond our lifetimes,” he said.

Established in 1985, Mercer Advisors has acquired 16 wealth management firms this year, including this deal, and has more than $37 billion in assets under management.