Mercer Advisors Adds Planning-Led Team With Eagleson Arndt Financial Advisors

Greater Los Angeles expansion adds team serving women, business owners and families

DENVER--(BUSINESS WIRE)--Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of Eagleson Arndt Financial Advisors (“Eagleson Arndt”), a Thousand Oaks, California-based, women-led wealth management firm with approximately $100 million in assets under management (AUM).

Eagleson Arndt founder Vicki Arndt built the firm on a foundation of a holistic, planning-led approach centered on clients’ real-life goals, transitions and financial decision-making needs. Arndt and Kathryn Freid, client relationship manager, focus on delivering accessible, personalized financial advice to families, business owners and primary earners, aligning closely with Mercer Advisors’ commitment to helping more families achieve Economic Freedom™.

“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,” said Arndt. “We’re proud to join a firm that has an intense focus on empowering a broad range of investors to take control of their wealth. Mercer Advisors stood out as the firm that supports how we’ve built our practice and serve clients.”

“Eagleson Arndt brings a deeply aligned philosophy centered on holistic planning and understanding the full context of clients’ financial lives,” said Jessica Caruso, Executive Managing Partner, West Division at Mercer Advisors. “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.”

The partnership further expands Mercer Advisors’ presence in Greater Los Angeles, where the firm has established offices in Woodland Hills, Encino and Century City, among other locations, enhancing its ability to serve clients across the region. By joining Mercer Advisors, Eagleson Arndt clients gain access to a full suite of integrated family office services, including tax planning and preparation, estate planning and institutional-grade investment management.

“Eagleson Arndt is exactly the kind of firm we look to partner with—values-led, client-centered and deeply rooted in its community,” said Martine Lellis, Executive Managing Partner, M&A Partner Development at Mercer Advisors. “As partners, we’ll expand our reach in Greater Los Angeles while giving clients broader access to coordinated planning, tax and estate services.”

For more information about partnering with Mercer Advisors, please visit Partner With Us.

About Mercer Advisors

Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the nation for two years in a row according to Barron’s 2025 and 2024 Top 100 Registered Investment Advisor Firms. Founded in 1985, Mercer Advisors has been trusted to help families amplify and simplify their financial lives. The company offers comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors is majority owned by Oak Hill Capital, Genstar Capital, and Altas Partners. Mercer Global Advisors Inc. is headquartered in Denver, Colorado, is privately held, has over 1,560 employees, and operates nationally through more than 110 locations. Mercer Advisors has $98 billion in client assets. For more information, visit merceradvisors.com and partnerwithus.merceradvisors.com.

Important Information

Company statistics as of January 31, 2026. Client assets refers to client assets under management (AUM) and client assets under advisement (AUA) as well as assets gained from recent acquisitions where the advisory agreements have been properly assigned to Mercer Global Advisors, but the custodial accounts have yet to be transferred and/or the accounts have yet to be migrated to Mercer Global Advisors’ portfolio management system.

“Mercer Advisors” is a brand name used by several affiliated legal entities owned by Mercer Advisors, Inc., including, Mercer Global Advisors, Inc., an SEC registered investment adviser providing investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment adviser providing discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young and Associates, Inc., (MA Brokerage Solutions) a broker/dealer, member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All Estate planning document preparation and other legal advice are provided through select third parties, with which Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilations, or forensic accounting services. Each individual tax situation is unique, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places individual life, disability, long term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with which a client would sign an additional agreement, and additional fees may apply.

2025 and 2024 - Barron’s Top 100 RIA methodology

Mercer Global Advisors, Inc. was ranked #1 for non-mega RIA firms. Advisers who wish to be ranked fill out a 100+ question survey about their practice. Barron's verifies that data with regulatory databases and then Barron's applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. In each of those categories Barron's does multiple sub calculations including asset type, growth, client retention, technology spending, succession planning, diversity of their teams, charitable and philanthropic work and compliance records. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing.

Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.