Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Chapel & Collins, an RIA based in Fort Collins, Colorado. Managing approximately $675 million for more than 500 individuals and families, Chapel & Collins specializes in serving business owners, retirees and pre-retirees, in addition to advising corporate retirement plans and providing institutional consulting services. The addition of Chapel & Collins pushes Mercer Advisors’ assets under management in Colorado to nearly $5 billion across its seven offices and over 150 employees in the Greater Denver Area.
Chapel & Collins offers in-depth financial planning to address the management, preservation and transfer of multigenerational wealth. Its seven-person team, including four CFP® professionals, has more than 100 years of combined experience in the financial services industry. The firm provides a wide range of services catered to high-net-worth investors, including estate, charitable, giving and trust planning; alternative investments; tax planning and more. Founding partner Dennis Collins sought out Mercer Advisors for its extensive resources, specialized services and operational support. This move enables Collins and his team to provide an enhanced, more personalized client experience, while leveraging Mercer Advisors’ extensive teams for support in many areas.
“By leveraging Mercer Advisors’ tremendous scale and resources, we can devote more time and attention to helping our clients navigate their unique challenges and opportunities,” said Collins. “Families with multigenerational wealth are often confronted with complex financial lives that require a more nuanced, thoughtful approach. Partnering with a leading national fiduciary firm like Mercer Advisors helps empower our team of advisors to strengthen existing client relationships and develop new ones.”
For Mercer Advisors, Chapel & Collins brings additional financial planning depth and wealth advisor capacity to the region.
“Chapel & Collins is a shining example of a firm that shares our client-first philosophy, with financial planning at the center of every relationship,” said Martine Lellis, Principal, M&A Partner Development at Mercer Advisors. “The highly experienced team is well-positioned to continue growing its client base, and we look forward to supporting them every step of the way.”
Mercer Advisors’ continued expansion in Colorado follows its recent acknowledgement as the “Fastest Grower” in the state per Citywire’s 2024 Top 50 Fastest Growers Across America list, as well as its top ranking in the Denver Business Journal’s 2024 Colorado-Based Investment Managers. Since relocating its headquarters to Denver in 2017, Mercer Advisors has grown to serve more than 2,200 families in the Denver area.
“Growing our footprint in Greater Denver and Fort Collins helps us deepen our roots in one of our key markets,” said Dave Welling, CEO of Mercer Advisors. “By extending our integrated wealth management experience to more families in the Denver area, we’re able to help amplify and simplify their financial lives. In doing so, we can make a meaningful impact on these vibrant local communities.”
For more information about partnering with Mercer Advisors, please visit merceradvisors.com/acquisitions.
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