Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Poterack Capital Advisory (“PCA”), a digital-first wealth management firm with approximately $265 million in client assets.

Founded in 2001, and led by CEO Ryan Poterack, PCA is supported by a next-generation advisory team—Anna Hopkins, Relationship Manager, and Alec Quaid, Wealth Manager. The group serves clients through a comprehensive suite of services, encompassing asset management, tax optimization and wealth management. Following a custom discovery process, the firm delivers bespoke guidance tailored to meet each client’s values, experiences and lifestyle, all within a fully virtual service model. With clients in over 30 states, PCA pairs a national reach with a local footprint in Jackson, Wyoming, helping Mercer Advisors deepen its relationships in the region.

“Mercer Advisors’ technology, scale and operational infrastructure will allow us to enhance the experience we deliver to clients today and bring on new clients more efficiently,” said Poterack. “Partnering with Mercer Advisors allows me to offload various aspects of running the business and maintain a laser focus on clients, positioning our firm for meaningful, long-term growth.”

The PCA team now gains access to Mercer Advisors’ integrated suite of family office services, including institutional-grade investment management, financial planning, estate and tax planning—along with advanced technology designed to streamline workflows, support advisory productivity and elevate the client experience. The partnership also strengthens Mercer Advisors’ virtual service capabilities, providing clients with personalized wealth management regardless of their residency.

“Ryan and his team are forward-thinking and work tirelessly in service of their clients,” said Ted Motheral, Executive Managing Partner, M&A Partner Development at Mercer Advisors. “Their growth mindset and next-generation talent align well with our long-term vision, and we look forward to supporting their continued success.”

Tyson Pettit, President and Founder of the Iron River Group, served as the exclusive financial advisor to PCA in the transaction.

For more information about partnering with Mercer Advisors, please visit partnerwithus.merceradvisors.com.

About Mercer Advisors

Mercer Advisors was named the #1 ranked RIA firm in the nation for two years in a row according to Barron’s 2025 and 2024 Top 100 Registered Investment Advisor Firms. For 40 years, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors, Inc. is headquartered in Denver, Colorado, is privately held, has over 1,500 employees, and operates nationally through more than 110 locations. Mercer Advisors has $92 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com.

Important Information

Company statistics as of October 31 2025. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a revenue sharing agreement.

2025 and 2024 - Barron’s Top 100 RIA methodology

Mercer Advisors was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron's verifies that data with regulatory databases and then Barron's applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron's does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260107188540/en/