Merit Financial Advisors Acquires Global Wealth Advisors
August 18, 2025
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.
- Buyers
- Merit Financial Advisors
- Targets
- Global Wealth Advisors
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Buyout
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