Merchant, a global operating company providing growth capital and strategic resources to leading independent financial services firms, announced a partnership with IFC Advisors, a Los Angeles-based SEC-registered investment adviser managing approximately $2.5 billion in assets.
The partnership brings together two firms aligned around a shared philosophy that enduring advisory businesses are built by partnering with purpose, aligning growth with values, long-term stewardship, and meaningful impact for clients, advisors, and communities.
Through the agreement, IFC Advisors will gain access to Merchant’s ecosystem of strategic resources, including talent support, technology, operational infrastructure, M&A sourcing and execution, and advisory-adjacent services. Merchant’s long-duration capital model is structured to support immediate growth while aligning with leadership teams over the long term.
IFC Advisors is pursuing an active growth strategy focused on recruiting experienced advisors and selectively acquiring RIAs that align with its values-driven approach.
Founded on the mission, “Through trusting relationships and service we impact individuals, families and communities,” IFC Advisors serves high-net-worth individuals, families, entrepreneurs, and multigenerational households. Its advisory model is anchored in its proprietary Purpose Architecture™ framework, which integrates financial planning, investment management, family office services, estate and legacy planning, and philanthropic strategy.
Merchant operates as a private partnership, providing life-cycle growth capital and strategic guidance to independent financial services companies, particularly those focused on wealth and asset management. Its ecosystem includes more than 125 partner firms and RIA practices across six countries, collectively managing more than $300 billion in assets.
KEY QUOTES:
“IFC and Merchant share a belief that the future of wealth management is built on purpose, people, and enduring relationships. This alignment allows us to grow with intention while staying true to the principles that have guided IFC from day one.”
Dave Colón, Chief Executive Officer of IFC Advisors
“IFC Advisors exemplifies what we mean by partnering with purpose. They’ve built a firm where values are a practical framework for decision-making, not a tagline. This partnership supports IFC’s long-term vision while preserving the culture and independence that define its success.”
Tim Bello, Co-Founder And Managing Partner At Merchant
“Purpose has always been the foundation of how we serve clients and build our firm. Partnering with Merchant enables us to further invest in our people, capabilities, and growth without compromising our mission or fiduciary commitment. This partnership strengthens our ability to serve clients with clarity, conviction, and impact.”
Marc Ackerman, Founder And Managing Partner Of IFC Advisors
