Glass Jacobson Investment Advisors LLC

Glass Jacobson Investment Advisors LLC d/b/a Glass Jacobson Wealth Advisors is a US-based financial advisory firm offering comprehensive wealth management services. They specialize in personalized financial planning, investment management, and divorce advisory, serving a diverse clientele across multiple states. Founded in 1962 and headquartered in Owings Mills, Maryland, Glass Jacobson operates as a full-service wealth management firm, focusing on providing tailored financial solutions. The firm has successfully adapted its strategies to meet evolving market demands.

Recently, it was acquired by Mercer Global Advisors Inc. in December 2025, though the financial terms were undisclosed. Glass Jacobson Wealth Advisors provides a wide range of financial consulting services, including personalized financial planning, investment management, retirement planning, insurance services, and divorce advisory. The firm caters to both individual and business clients with a focus on building lasting wealth and delivering expert guidance tailored to unique financial situations.

Their experienced team of CPAs and financial planners addresses common financial challenges, such as retirement income planning and college savings strategies, across several states including California, New York, Texas, and Florida. The firm's revenue is primarily generated through fees for its financial advisory services, which include flat-rate consultations and ongoing management fees. Advisory relationships are structured around a percentage of assets under management (AUM) for investment advisory services or fixed fees for specific financial planning consultations. This relationship-building often leads to long-term engagements, reflecting their commitment to personalized financial care.

Looking ahead, Glass Jacobson aims to leverage its recent acquisition by Mercer Global Advisors Inc. to enhance its service capabilities. The firm plans to expand its market reach and introduce new products in the coming years. With the acquisition set to enhance their operational capabilities, Glass Jacobson is focused on solidifying its presence in new geographic regions while continuing to serve clients with a diverse range of financial needs.