Mercer Advisors: $1.5 Billion Firm Charter Oak Acquired To Expand New England Footprint
By Amit Chowdhry ● Apr 1, 2026
Mercer Advisors has announced the acquisition of Charter Oak Capital Management, a Portsmouth, New Hampshire–based firm with more than $1.5 billion in assets under management, according to an official announcement distributed via Business Wire. The deal strengthens Mercer’s presence across New England, including New Hampshire, Massachusetts, and Maine.