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Mercer Advisors Strengthens Mid-Atlantic Presence With $1 Billion Glass Jacobson Wealth Advisors

via Business Wire

Baltimore-based wealth management firm brings deep accounting and tax roots, shared client-first values to $90 billion leading wealth management firm

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Glass Jacobson Wealth Advisors (“Glass Jacobson”), a Maryland-based wealth management firm with deep tax expertise and approximately $1 billion in assets under management. The partnership deepens Mercer Advisors’ presence in the Mid-Atlantic region, expanding its footprint across the Baltimore and Washington, D.C. corridor.

Founded in 2001, Glass Jacobson Wealth Advisors is led by CEO Jonathan Dinkins and supported by a 20+ person team of advisors, planners and analysts who serve more than 660 families. The firm originated from Glass Jacobson Financial Group, an accounting and tax practice established in 1962. Since its inception, the firm has combined deep tax and accounting expertise with full-service wealth management, helping clients navigate their financial lives with confidence. Guided by its philosophy to “Empower Our Clients, Empower Our Team, Empower Our Community,” Glass Jacobson maintains a culture rooted in trust, collaboration and long-term relationships.

“Glass Jacobson Wealth Advisors has built a trusted reputation for delivering holistic, tax-integrated financial advice,” said Ben Kautz, Executive Managing Director at Mercer Advisors. “For decades, they’ve been a cornerstone of the Mid-Atlantic financial community, serving generations of families and business owners with the kind of local insight and personal commitment that can only come from deep roots in the region. Their enduring relationships and client-first culture align perfectly with Mercer Advisors’ founding principle of helping families achieve financial freedom with purpose and care.”

Joining Mercer Advisors provides Glass Jacobson access to a fully integrated suite of services, including family office capabilities, expanded estate and tax planning expertise, and institutional-grade investment management supported by more than 100 investment professionals and 360+ CFP® practitioners. The partnership also provides expanded career paths and growth opportunities for the next generation of Glass Jacobson leaders, while ensuring a cohesive continuity plan for clients.

“For more than 60 years, our firm has helped clients manage their financial lives through a deeply personal, relationship-driven approach,” said Dinkins. “Mercer Advisors shares our values, our fiduciary commitment, and our passion for empowering clients and our team. This partnership will allow us to enhance our resources and deliver the same holistic, client-centered service for generations to come.”

“Glass Jacobson’s combination of heritage, leadership and vision makes them a natural fit for Mercer Advisors,” added Ted Motheral, Principal, M&A Partner Development at Mercer Advisors. “Their next-generation team exemplifies the kind of forward-thinking, fiduciary leadership that strengthens our platform and enhances the impact we can make in helping clients achieve their financial goals.”

MarshBerry served as the investment banker to Glass Jacobson Wealth Advisors in the transaction.

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

About Mercer Advisors

Mercer Advisors 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. 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 1,400 employees, and operates nationally through more than 100 locations. Mercer Advisors has $90 billion in client assets. For more information, visit merceradvisors.com and merceradvisors.com/partnerwithus.

Important Information

Company statistics as of September 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..

2025 and 2024 - Barron’s Top 100 RIA methodology

Mercer Advisors 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.

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