Mercer Advisors Acquires First Ohio Planning, LLC
January 28, 2020
Mercer Global Advisors, Inc. (Mercer Advisors) has acquired First Ohio Planning, LLC, a Columbus, Ohio-based wealth management firm owned by James S. Ryan. Ryan and his five-person team will join Mercer’s Columbus office; First Ohio serves approximately 280 households with about $350 million AUM, and the deal strengthens Mercer’s ERISA and retirement-plan capabilities while expanding its Columbus presence.
- Buyers
- Mercer Global Advisors, Inc.
- Targets
- First Ohio Planning, LLC
- Sellers
- James S. Ryan (owner of First Ohio Planning, LLC)
- Industry
- Wealth Management
- Location
- Ohio, United States
- Transaction Type
- Buyout
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