By Kenneth Corbin

Mercer Global Advisors, a large, national registered investment advisory firm, has acquired Singer Burke, a Los Angeles based wealth manager catering to ultrawealthy clients, including many in the entertainment industry. The acquisition closed Sept. 30.

Singer Burke joins Mercer's Regis Group, the firm's division that caters to clients with $25 million or more in investible assets and will operate as the foundation of a specialty practice serving media, entertainment, and creative professionals.

The acquisition includes two entities under the Singer Burke umbrella. One is SB Capital Management, an RIA managing $1.2 billion in client assets. The other is Singer Burke Zimmer & Kogan, which provides accounting, tax, business management, and financial consulting services.

Singer Burke's clients include actors, directors, producers, showrunners and other creative and entertainment professionals, whose credits include "Bridgerton," "Family Guy," and "The Walking Dead," according to a Mercer representative.

"For decades, we've had the privilege of serving some of the most accomplished individuals in entertainment and media," says Matthew Burke, Singer Burke's managing partner. "We partnered with Mercer Advisors because we believe the firm's collaborative ethos, supported by its team of integrated specialists, exemplifies how clients receive the best service."

The deal continues Mercer's aggressive acquisition streak. It's the firm's 12th deal of the year, its 108th overall, and the firm says it has a "robust pipeline" of other RIAs it is looking to bring on board. Mercer says it now oversees more than $80 billion in client assets, $20 billion of which is held by ultrahigh-net-worth clients.

Mercer's Regis Group has a staff of more than 100 spread around the country. The unit draws on long-tenured Mercer advisors, as well as select members of firms Mercer has acquired.

The addition of Singer Burke brings a team that is committed to "excellence and discretion in serving families who expect the highest levels of coordination, insight, and execution," says Mercer President Daniel Gourvitch.

"We take great pride in building a handpicked family office team for every client we serve, and by bringing Singer Burke into our partnership, we're adding exceptional interdisciplinary expertise that enhances our ability to serve the unique needs of creative professionals and their families," he says. "More importantly, we are adding a set of partners who share our values and commitment to creating a differentiated firm that operates as a single team for the benefit of every client."

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

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October 08, 2025 14:46 ET (18:46 GMT)

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