Mercer Global Advisors has widened its footprint in the Pacific Northwest with the acquisition of Thompson Advisory Services, a Portland-based Registered Investment Adviser overseeing approximately $260 million in client assets. The transaction brings a multigenerational, planning-first wealth management team into Mercer Advisors’ national platform and deepens the firm’s presence in the Portland market.
Founded in 2009 by Troy Thompson, JD, Thompson Advisory Services has served more than 90 families with a holistic approach that integrates investment management, estate and financial planning, tax strategy and preparation, and insurance guidance. Its four-person team is now joining Mercer Advisors, which manages $90 billion in client assets and operates more than 100 locations nationwide.
The acquisition gives Thompson Advisory expanded operational scale and access to Mercer Advisors’ integrated family office services, which include institutional-grade investment management, trust and estate planning support, tax expertise, and educational resources for next-generation clients. Mercer Advisors emphasized that the transaction aligns with its strategy of partnering with planning-centric RIAs that prioritize fiduciary principles and long-term client relationships.
The firm highlighted Portland as a strategically important market as it continues to develop its presence throughout the Pacific Northwest. The addition of Thompson Advisory continues a broader expansion strategy that includes acquisitions across multiple regions and the continued build-out of services spanning tax, estate, insurance and trustee solutions.
Mercer Advisors, named the number one RIA firm in Barron’s 2024 and 2025 Top 100 Registered Investment Advisor Firms rankings, is owned by Oak Hill Capital, Genstar Capital and Altas Partners. The firm remains focused on accelerating its national growth by acquiring advisory teams whose values closely match its planning-first service model.
KEY QUOTES:
“From day one, our focus has been to bring together every aspect of a family’s financial concerns under one roof. Mercer Advisors shares that same vision, while providing the scale, resources and technology to help us elevate how we serve our clients. By joining Mercer Advisors, we’re able to accelerate our growth without losing the personal connection that defines us.”
Troy Thompson, Founder, Thompson Advisory Services
“Mercer Advisors prides itself on being the place where advisors can do the best work of their careers. After getting to know the Thompson Advisory team, it became clear that one of the challenges holding them back was a lack of enterprise-scale operations and fully integrated technology. With more resources and specialists at their disposal, the Thompson Advisory team has the opportunity to build lasting value for clients for generations to come.”
Martine Lellis, Principal, M&A Partner Development, Mercer Advisors
“Portland is a key market for Mercer Advisors as we continue to expand our presence in the Northwest. Troy and his team embody the fiduciary, planning-first philosophy we value in every partnership, and we’re excited to welcome them to Mercer Advisors. We look forward to supporting the Thompson Advisory team as they enhance their capabilities and deepen their impact in the greater Portland community.”
Jessica Caruso, Executive Managing Director, Mercer Advisors
