Merit Financial Advisors Acquires The Bridgeway Group
August 14, 2026
Merit Financial Advisors acquired The Bridgeway Group, a Southern California wealth management firm with approximately $900 million in total assets and offices in Pasadena and Covina. The transaction closed on July 31, 2026, and all Bridgeway employees—including partners Matt Dupon, Sean Montgomery, and Scott Miller—joined Merit, with Bridgeway rebranding as Merit Financial Advisors.
- Buyers
- Merit Financial Advisors
- Targets
- The Bridgeway Group
- Industry
- Wealth Management
- Location
- California, United States
- Transaction Type
- Buyout
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