EP Wealth Advisors, which grew to $31 billion in assets under management last year, has kicked off 2025 by closing its first acquisition in Tennessee ... the independent, Nashville-based RIA ...

On Tuesday, Mercer Global Advisors announced that it has acquired Financial Partners Group, a Tennessee ... Nashville metropolitan area and integrates Financial Partners Group’s wealth ...

Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, investment advisory company Financial Partners Group (FPG).

This marks EP Wealth’s first partnership of 2025, its first office in Tennessee, and a continued expansion in the Southeast, adding over $500 million in assets under management (AUM).