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Lellis, Martine

Executive Managing Partner, M&A Partner Development

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Martine Lellis, Executive Managing Partner of M&A Partner Development at Mercer Advisors, is setting a new standard for growth and leadership in wealth management. With more than two decades of industry experience, she has led the firm’s most successful period of inorganic expansion — closing 29 acquisitions representing $16 billion in client assets in just 18 months. Martine has transformed Mercer Advisors’ M&A strategy by building the firm’s largest-ever pipeline and introducing a more transparent, relationship-driven approach to partnering with RIAs. Her leadership has streamlined deal execution, accelerated timelines, and strengthened alignment between partners — resulting in scalable, sustainable growth.