Merit Financial Advisors Acquires TL Financial Group

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.

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 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.

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.