Merit Financial Advisors Acquires Towson Wealth Management

Merit Financial Advisors Acquires TL Financial Group

January 23, 2026

Financial Services

Merit Financial Advisors has acquired TL Financial Group, a Southgate, Michigan-based wealth management firm, adding approximately $217 million of client assets and establishing Merit's first office in Michigan (Detroit metro). The transaction closed on January 23, 2026; TL founder Tony LaJeunesse will join Merit as wealth manager, area director, and partner. Financial terms were not disclosed.

Merit Financial Advisors Acquires SSC Wealth LLC

January 20, 2026

Wealth Management

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.

Merit Financial Advisors Acquires Global Wealth Advisors

August 18, 2025

Wealth Management

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.

Merit Financial Advisors Acquires Olympic Wealth Management

June 13, 2025

Financial Services

Merit Financial Advisors, a Georgia-based wealth management firm, has acquired Bothell, Washington-based Olympic Wealth Management, adding $204 million of assets and a fifth Washington office. The merger, finalized June 13, 2025, brings Olympic’s advisors into Merit’s team to expand the firm’s Pacific Northwest presence and specialized service to Seattle–Tacoma aerospace clients.

Mercer Global Advisors Acquires Tufton Capital Management

May 15, 2025

Financial Services

Mercer Global Advisors, a national RIA majority‑owned by private equity firms, has acquired Hunt Valley, Maryland–based Tufton Capital Management. The deal expands Mercer’s footprint in the greater Washington, D.C./Mid‑Atlantic market and brings approximately $800 million of Tufton client AUM onto Mercer’s platform, increasing Mercer’s regional client assets to about $3 billion.

Merit Financial Advisors Acquires Tedstrom Wealth Advisors and I.M. Wealth Care

March 31, 2021

Wealth Management

Merit Financial Advisors, an Atlanta-based wealth management firm, acquired Denver-area advisory firms Tedstrom Wealth Advisors, Inc. and I.M. Wealth Care, LLC to establish a presence in Colorado. The transactions add approximately $381 million of acquired assets to Merit's platform; financial terms were not disclosed.