Merit Financial Advisors acquires Tim Brennan and his Commonwealth advisory team

Merit Financial Advisors Acquires Moldenhauer & Associates

October 8, 2026

Wealth Management

Merit Financial Advisors acquired Moldenhauer & Associates, a wealth management firm based in Orchard Park, New York, overseeing about $1.1 billion in client assets and nearly 1,900 households. The acquisition expands Merit’s presence in the Buffalo and Western New York market, with Brett Moldenhauer and the firm’s 12 employees joining Merit and remaining in their Orchard Park office.

Merit Financial Advisors Acquires The Bridgeway Group

August 14, 2026

Wealth Management

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.

Merit Financial Advisors Acquires GlennCo, LLC

February 6, 2026

Wealth Management

Merit Financial Advisors, an Atlanta-based wealth management firm, has acquired GlennCo, LLC, a Newtown, Pennsylvania-based wealth management practice overseeing approximately $208 million in assets; the transaction was finalized on February 6, 2026. The acquisition expands Merit’s footprint in Bucks County and establishes its seventh office in Pennsylvania; Glenn Cohen and his advisory team join Merit. Financial and legal terms were not disclosed.

Merit Financial Advisors Acquires Blueprint Wealth Advisors

November 14, 2025

Financial Services

Merit Financial Advisors has acquired Blueprint Wealth Advisors, adding $1.2 billion in assets and expanding Merit's presence in Illinois and Wisconsin, including entry into the Chicago market. Blueprint’s managing partners Ryan Evans and Nick Wilkins will join Merit as Regional Directors and Partners; FP Transitions served as advisor and financial terms were not disclosed.

Merit Financial Advisors Merges with Trinity Financial Partners

December 6, 2024

Financial Services

Merit Financial Advisors announced that Trinity Financial Partners has merged into Merit, adding approximately $603 million in assets and establishing Merit's third office in Pennsylvania. Robyn E. Jameson will join Merit as Managing Director, Partner and Wealth Manager; financial terms were not disclosed.

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.