Planning-focused firm brings approximately $150 million in client assets and nearly three decades of fiduciary service
Denver, April 07, 2026–(business telegram)–Mercer Global Advisors, Inc. (“Mercer Advisors”), a national registered investment advisor (RIA), today announced the joining of Personal Financial Solutions (PFS)A Manasquan, New Jersey-based advisory firm that oversees approximately $150 million of client assets. The addition further strengthens Mercer Advisors’ established presence in New Jersey, complementing its existing offices in Marlboro and Morristown and adding scale in a key East Coast market.
Founded in 1996 by Kenneth LeBlanc, Personal Financial Solutions provides personalized investment management and comprehensive financial planning tailored to clients’ specific needs and objectives. The firm is known for building globally diversified portfolios and maintaining a disciplined, long-term approach to wealth management.
“After serving clients with roots in the southern Monmouth County beach town and throughout New Jersey for nearly three decades, it was important to me to find a partner who shares my commitment to personalized, fiduciary advice,” said. kenneth leblanc, Founder and CEO of Personal Financial Solutions. “Mercer Advisors’ plan-led approach and national resources mean that clients will continue to receive thoughtful, globally diversified investment management while gaining access to additional capabilities that support their growing needs. Just as importantly, this partnership creates long-term continuity for my clients.”
Looking for a long-term partner, Personal Financial Solutions sought to ensure a smooth succession planning and continuity of care for its clients. The partnership also provides extended services for PFS clients, including financial planning and estate planning, all integrated through their dedicated advisor.
“This partnership reflects our continued focus on adding high-quality, planning-oriented firms in markets where we already have a strong base,” it said. martin lelisExecutive Managing Partner, M&A Partner Development at Mercer Advisors. “Kenneth and his team built a respected practice based on disciplined portfolio construction and deep client relationships. By joining forces, we are increasing our scale in New Jersey while preserving the individual value of our clients.”
According to Barron’s Top 100 Registered Investment Advisory Firms of 2025 and 2024, Mercer Global Advisors, Inc. was named the #1 ranked RIA firm in the country for two years in a row. Founded in 1985, Mercer Advisors has been trusted to help families enhance and simplify their financial lives. The company provides comprehensive, fee-based family office services, including financial planning, estate and tax planning, insurance solutions, and corporate trustee and trust administration services. Mercer Advisors 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 more than 1,560 employees, and operates nationally through more than 110 locations. Mercer Advisors has client assets of $98 billion. For more information visit merceradvisors.com And merceradvisors.com/partnerwithus.
important information
Company figures as of January 31, 2026. Client Assets refer to client assets under management (AUM) and client assets under advice (AUA) as well as assets acquired from recent acquisitions where advisory agreements have been appropriately assigned to Mercer Global Advisors, but custodial accounts have not yet been transferred and/or accounts have not yet been transferred to Mercer Global Advisors’ portfolio management system.
“Mercer Advisors” is a brand name used by Mercer Advisors, Inc. Mercer Global Advisors, Inc., an SEC registered investment advisor that provides investment advisory and family office services; Mercer Advisors Private Asset Management, Inc., an SEC registered investment advisor that provides discretionary investment management services to affiliated private funds; Mercer Advisors Tax Services LLC, a tax services and accounting firm; Heim, Young & Associates, Inc., (MA Brokerage Solutions) a Broker/Dealer, Member FINRA/SIPC; and Mercer Advisors Insurance Services LLC, (MAIS) an insurance agency.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice is provided through selected third parties with whom Mercer Advisors has a contractual relationship. Mercer Advisors Tax Services, LLC, does not provide financial audit, assurance, compilation or forensic accounting services. Each individual tax situation is unique and, depending on complexity, additional fees may apply. Insurance products are provided by Mercer Advisors Insurance Services, LLC (MAIS), which places personal life, disability, long-term care coverage, and property and casualty coverage through select insurance companies. Trustee services are offered through select third parties with whom the client will sign an additional agreement, and additional fees may apply.
2025 and 2024 – Barron’s Top 100 RIA Methodology
Mercer Global Advisors, Inc. for non-Mega RIA firms. Was ranked #1. Consultants who want to rank fill out a 100+ question survey about their practice. Barron’s verifies that data with regulatory databases and then applies its ranking formula to the data to generate the Barron’s Ranking. The formula includes three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. Within each of those categories, Barron’s makes several subcalculations, including asset type, growth, customer retention, technology spend, succession planning, diversity of their teams, charitable and philanthropic work, and compliance records. No fees were paid to participate in the rankings, however, Mercer Advisors has paid a fee to Barron’s to use the rankings in marketing..
Please note: Limitations. Neither rankings and/or recognition by unaffiliated rating services, publications, media or other organizations, nor achievement of any professional designation, certification, degree, or license, membership in a professional organization, or any amount of prior experience or success should be construed as a guarantee by a client or prospective client that if Mercer Advisors or its investment professionals are engaged, or have been engaged, to provide investment advisory services, they will experience a certain level of results. No fees were paid by Mercer Advisors or its investment professionals to receive the awards or rankings. The awards or rankings are based on specific criteria and methodology. Any ranking or recognition should not be construed as an endorsement by any former or current client of Mercer Advisors or its investment professionals.
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