Mercer Advisors Expands in Memphis With Acquisition of Vishria Bird Financial Group [Yahoo! Finance]
Houlihan Lokey, Inc. Class A (HLI)
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Source: Yahoo! Finance
DENVER, April 01, 2025 BUSINESS WIRE Mercer Global Advisors, Inc . ("Mercer Advisors"), a national Registered Investment Adviser (RIA), today announced the acquisition of Vishria Bird Financial Group, LLC ("Vishria Bird"), a Memphis-based financial planning and advisory firm. This acquisition further enhances Mercer Advisors' footprint in Tennessee, complementing its existing offices in the Nashville area. Managing $583 million in assets, Vishria Bird is led by co-founders Harish Vishria , CFP ® , APMA ® , MSM and Robert (Bobby) Bird , CFP ® , APMA ® . The firm, which specializes in serving U.S. citizens with inheritance and asset ties to India, has established a substantial client base in Tennessee, California and Florida. Focused on long-term, multigenerational relationships, Vishria Bird brings deep expertise in cross-border wealth transfer, business succession and multi-generational planning, making it distinctly positioned to support a growing and affluent Indian-American comm
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HLI
Earnings
- 10/30/25 - Beat
HLI
Sec Filings
- 12/10/25 - Form 144
- 12/8/25 - Form 4
- 12/1/25 - Form 4
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