Moneco, Mercer and Savant expand through wealth management acquisitions
Updated
Updated · Family Wealth Report · May 6
Moneco, Mercer and Savant expand through wealth management acquisitions
6 articles · Updated · Family Wealth Report · May 6
Moneco added three teams with about $250m in assets, Mercer bought $100m Eagleson Arndt, and Savant partnered with North Ridge and Desmond, managing roughly $223m and $148m respectively.
The deals extend Moneco in Connecticut and New York, deepen Mercer’s Greater Los Angeles footprint, and add Savant offices plus Desmond Consulting Group’s tax and business advisory services.
Moneco now has four integrations since December 2025 and more than $3bn in assets, while Savant reaches 68 offices in 27 states as firms pursue scale and broader offerings.
As major RIAs race to merge and acquire, will clients actually benefit from this scale, or risk losing the personal touch that built these firms?
With AI reshaping wealth management and new investor demographics emerging, can traditional advisory models survive, or will innovation outpace even the biggest players?
Could the rapid consolidation and focus on technology create unforeseen risks for client trust, advisor retention, or firm culture in the next few years?