Merit Financial Advisors Acquires SSC Wealth LLC
January 20, 2026
Merit Financial Advisors has acquired SSC Wealth LLC, the wealth management division of SSC CPAs + Advisors, adding approximately $259.6 million in AUM and transferring the advisory business, assets, and four employees to Merit. The deal formalizes a strategic partnership between Merit and SSC CPAs + Advisors to deepen coordination between wealth management and advanced tax planning for high-net-worth clients and business owners.
- Buyers
- Merit Financial Advisors
- Targets
- SSC Wealth LLC
- Sellers
- SSC CPAs + Advisors
- Industry
- Wealth Management
- Location
- Kansas, United States
- Transaction Type
- Buyout
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