Merit Financial Advisors Acquires Consilium Financial Group

Steward Partners Acquires Consilium Wealth Management

July 2, 2025

Financial Services

Steward Partners acquired Consilium Wealth Management, onboarding Partner John H. Seo and his nearly ten-member team and adding approximately $1.1 billion in client assets to Steward's Legacy Division. The deal deepens Steward Partners' presence in Northern California and expands its Bay Area footprint while providing succession and continuity support for the Consilium team and clients.

Merit Financial Advisors Acquires Global Wealth Advisors

August 18, 2025

Wealth Management

Merit Financial Advisors, an Atlanta-based wealth management firm, acquired Global Wealth Advisors, adding approximately $860 million in client assets and six office locations. The transaction, finalized Aug. 18, 2025, expands Merit's footprint in Texas and bolsters its national advisory team as GWA advisors join Merit.

Merit Financial Advisors Acquires Olympic Wealth Management

June 13, 2025

Financial Services

Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Bothell, Washington-based Olympic Wealth Management, adding $204 million of assets and a fifth Washington office. The merger, finalized June 13, 2025, brings Olympic’s advisors into Merit’s team to expand the firm’s Pacific Northwest presence and specialized service to Seattle–Tacoma aerospace clients.

Merit Financial Advisors Acquires Sanctuary Wealth Management and Fiduciary Services

March 19, 2025

Wealth Management

Merit Financial Advisors has acquired Sanctuary Wealth Management, LLC and its subsidiary Fiduciary Services, LLC, expanding Merit's presence into Idaho and adding approximately $1.6 billion in assets. The deal brings Sanctuary's wealth management and ESOP/fiduciary capabilities onto Merit's platform; the three firm owners will join Merit as wealth managers.

Novacap Invests in Consilium Insurance

December 9, 2024

Insurance

Novacap, a North American private equity firm, has announced a partnership investment in Consilium Insurance, a Montreal-based property & casualty insurance brokerage founded in 2013. The investment makes Consilium the seventh platform company in Novacap's Financial Services I fund and is intended to accelerate growth and expand Consilium's operations across Canada and North America.

Merit Financial Advisors Acquires ClearBridge Wealth Management

December 6, 2023

Wealth Management

Merit Financial Advisors has acquired ClearBridge Wealth Management, an Atlanta-based wealth advisory firm led by founder Preston Byers, adding approximately $300 million of client assets. The deal expands Merit's presence in the Atlanta market and brings Preston Byers and his operations and client support team into Merit as partners and advisors.