Merit Financial Advisors Acquires Roth Asset Management
December 13, 2024
Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Lake Oswego, Oregon–based Roth Asset Management, adding approximately $773 million of assets and expanding Merit's presence in the Pacific Northwest. Roth’s president, Steven B. Roth, will transition to a Wealth Manager role; financial terms were not disclosed and the deal closed December 13, 2024.
- Buyers
- Merit Financial Advisors
- Targets
- Roth Asset Management
- Sellers
- Roth Asset Management, Steven B. Roth
- Platforms
- Merit Financial Advisors
- Industry
- Financial Services
- Location
- Oregon, United States
- Transaction Type
- Addon
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