Partnership strengthens multigenerational wealth services in key high-net-worth markets, Idaho and Southern California

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), today announced the acquisition of West Oak Capital, LLC (“West Oak”) an Eagle, Idaho-headquartered firm managing $500M in assets for over 100 families. This partnership builds on Mercer Advisors’ existing presence in Idaho and Southern California, reinforcing its commitment to delivering its comprehensive family office services to more families.

With offices in Eagle, one of Idaho’s most affluent and fastest-growing communities and Westlake Village, California, West Oak is well-positioned to serve high-net-worth families across the western United States. The firm brings a seasoned team with decades-long client relationships, a strong footprint in two attractive markets, and a deep commitment to fiduciary care.

“Joining forces with Mercer Advisors allows us to broaden what we can offer to our clients and their families,” said Byron Snider, Founding Partner and President of West Oak. “We’ll gain access to additional resources, technology and infrastructure that will elevate our service model while maintaining the personal touch our clients have always valued.”

As a part of Mercer Advisors, West Oak clients will benefit from an expanded suite of services, including institutional-grade investment management, tax and estate planning, trust services, and next-generation financial education. These offerings will help deepen the relationship with existing clients and create a valuable entry point for younger family members.

“West Oak embodies the values we prioritize—unbiased advice and a client-first approach,” said Laura Combs, Executive Managing Director, Mercer Advisors. “We’re excited to welcome their team and support them in delivering even greater value through our integrated platform.”

Known for its long-standing multigenerational relationships, West Oak has built a reputation for trusted, personalized service. That alignment made the partnership with Mercer Advisors a natural fit.

“From our earliest conversations, it was clear that we share a deep commitment to fiduciary principles and multigenerational planning,” said Martine Lellis, Principal, M&A Partner Development, Mercer Advisors. “Their team brings exceptional talent and trusted relationships, and we’re thrilled to combine our strengths to serve our collective clients today and for generations to come.”

DeVoe & Company served as the exclusive financial advisor to West Oak Capital.

For more information about partnering with Mercer Advisors, please visit merceradvisors.com/partnerwithus.

About Mercer Advisors

Mercer Advisors, the #1 ranked RIA firm in the nation according to the Barron’s 2024 Top 100 Registered Investment Advisor Firms, was founded in 1985. For 40 years, 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 Inc. is a parent company of Mercer Global Advisors Inc. and 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 1,320 employees, and operates nationally through more than 100 locations. Mercer Advisors has $81 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus.

Important Information

Company statistics as of June 30, 2025. 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 not a law firm and does not provide legal advice to clients. All estate planning documentation preparation and other legal advice is provided through select third parties unaffiliated to Mercer Advisors. Tax preparation and tax filing are a separate fee from Mercer Advisors’ investment management and planning services. Trustee services are offered through select third parties with which a client would engage directly, as such additional fees may apply. Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as either “agents” or “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, Strategic Partner receives a percentage of the commission revenue. MAIS and Strategic Partner do have a revenue sharing agreement.

2024 – Barron’s Top 100 RIA methodology

Mercer Advisors was ranked number 1 for firms with up to $70 billion in client assets. In 2024 Barron’s ranked the largest registered investment advisor firms separately from its broader RIA ranking. For Barron’s Mega RIAs list, they selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that created a threshold of $70 billion in assets. 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.

Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see participation criteria/methodology). Unless expressly indicated to the contrary, Mercer Advisors did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Mercer Advisors by any of its clients.

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