Mercer Global Advisors has acquired Eagleson Arndt Financial Advisors, a Thousand Oaks, California-based women-led wealth management firm with approximately $100 million in assets under management. The acquisition expands Mercer Advisors’ presence in Ventura County and the broader Greater Los Angeles region.
Eagleson Arndt was founded by Vicki Arndt and focuses on delivering holistic, planning-led financial advice to families, business owners and primary earners. Arndt and client relationship manager Kathryn Freid will join Mercer Advisors, bringing their high-touch, boutique approach to a national platform.
Mercer Advisors clients gained access to a full suite of integrated family office services through the partnership, including tax planning and preparation, estate planning and institutional-grade investment management. The firm already maintains offices in Woodland Hills, Encino and Century City, among other Greater Los Angeles locations.
Mercer Global Advisors was named the number one ranked RIA firm in the nation for two consecutive years by Barron’s 2024 and 2025 Top 100 Registered Investment Advisor Firms. The firm has over $98 billion in client assets and operates through more than 110 locations nationally.
KEY QUOTES:
“We’ve always believed financial planning should be accessible and meaningful for every client, and Mercer Advisors allows us to expand that impact while staying dedicated to our high-touch approach.”
Vicki Arndt, Founder, Eagleson Arndt Financial Advisors
“Eagleson Arndt brings a deeply aligned philosophy centered on holistic planning and understanding the full context of clients’ financial lives. Together, we’re expanding our presence in Ventura County while combining the capabilities of a national platform with the high-touch, boutique experience clients value.”
Jessica Caruso, Executive Managing Partner, West Division, Mercer Advisors
