SourcingSourcing

Roll-Up Acquirer Rosters

Open source ↗
negative-filterua-headerquarterly

Public location pages and portfolio listings from the big aggregator firms (Wealth Enhancement, Focus Financial, Mercer, Mariner). Used as a negative filter — if a firm is already on one of these rosters, it has already been acquired and isn't a fresh target.

Fields it produces (10)
roll_up_acquirer_nameroll_up_acquired_firmsroll_up_acquired_countroll_up_source_urlroll_up_last_pulled_atin_roll_up_acquired_listroll_up_acquirer_slugroll_up_firm_nameroll_up_firm_cityroll_up_firm_state

What this source actually pulls

6 examples
name:estate-planning
firm · name:estate-planning
6 fields
in roll up acquired list
Yes
roll up acquirer name
Mercer Advisors
roll up acquirer slug
mercer
roll up firm name
Estate Planning
roll up last pulled at
2026-05-21T15:56:17.249Z
roll up source url
https://www.merceradvisors.com/about/locations/
name:investment-management
firm · name:investment-management
6 fields
in roll up acquired list
Yes
roll up acquirer name
Mercer Advisors
roll up acquirer slug
mercer
roll up firm name
Investment Management
roll up last pulled at
2026-05-21T15:56:17.249Z
roll up source url
https://www.merceradvisors.com/about/locations/
name:arizona
firm · name:arizona
6 fields
in roll up acquired list
Yes
roll up acquirer name
Mercer Advisors
roll up acquirer slug
mercer
roll up firm name
Arizona
roll up last pulled at
2026-05-21T15:56:17.249Z
roll up source url
https://www.merceradvisors.com/about/locations/
name:financial-planning
firm · name:financial-planning
6 fields
in roll up acquired list
Yes
roll up acquirer name
Mercer Advisors
roll up acquirer slug
mercer
roll up firm name
Financial Planning
roll up last pulled at
2026-05-21T15:56:17.249Z
roll up source url
https://www.merceradvisors.com/about/locations/
name:florida
firm · name:florida
6 fields
in roll up acquired list
Yes
roll up acquirer name
Mercer Advisors
roll up acquirer slug
mercer
roll up firm name
Florida
roll up last pulled at
2026-05-21T15:56:17.249Z
roll up source url
https://www.merceradvisors.com/about/locations/
name:georgia
firm · name:georgia
6 fields
in roll up acquired list
Yes
roll up acquirer name
Mercer Advisors
roll up acquirer slug
mercer
roll up firm name
Georgia
roll up last pulled at
2026-05-21T15:56:17.249Z
roll up source url
https://www.merceradvisors.com/about/locations/