Merit Financial Advisors Acquires Viren and Associates

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 Tim Brennan and his Commonwealth advisory team

September 18, 2026

Wealth Management

Merit Financial Advisors acquired financial advisor Tim Brennan and his team, expanding the firm’s presence in the greater Chicago market from Brennan’s Deerfield, Illinois office. The acquisition was effective September 10, 2026, with financial terms not disclosed.

Merit Financial Advisors Acquires Strategic Retirement Plans

March 27, 2026

Wealth Management

Merit Financial Advisors acquired Strategic Retirement Plans (SRP), an independent wealth management firm headquartered in Billings, Montana with an additional office in Gillette, Wyoming. SRP manages approximately $586 million in total client assets and serves roughly 800 households; its owners and advisors, Gabe Lapito and Ryan Gomendi, joined Merit as Area Directors, Wealth Managers and Partners. The transaction was finalized on March 27, 2026, and SRP will rebrand to Merit Financial Advisors.

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 Acquires Roth Asset Management

December 13, 2024

Financial Services

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.

Merit Financial Advisors Acquires Union Financial Advisors, LLC

April 30, 2022

Financial Services

Merit Financial Advisors acquired Union Financial Advisors, LLC, adding three Oklahoma offices (Tulsa, Norman and Perry) and approximately $370 million in assets under management. The deal establishes Merit's presence in Oklahoma and expands its national footprint and AUM base.