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Mercer Global Advisors acquires Personal Financial Solutions in Manasquan

Summary by ROI-NJ
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), has announced the addition of Personal Financial Solutions (PFS), a Manasquan-based advisory firm overseeing approximately $150 million in client assets. This addition strengthens Mercer Advisors’ presence in New Jersey, complementing its offices in Marlboro and Morristown and adding scale in a key East Coast market. In January 2022, Mercer Advisors completed a 7,106-s…
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ROI-NJ broke the news in on Tuesday, April 7, 2026.
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