Operating Company Financial Services

Merit Financial Advisors

Alpharetta, Georgia, United States

National wealth management and financial advisory firm that supports independent broker-dealer and registered investment adviser (RIA) models, providing advisors and offices with practice management resources, an industry-leading technology platform, operational support, and investment expertise. Investment advice is offered through Merit Financial Group, LLC.

Focus Areas
Wealth Management, Financial Advisory, Financial Planning

Tracked deals

26

26 tracked deals across 2021-2026.

Recent pace

11

11 tracked deals announced in the last 12 months.

Deal mix

Addon

13 addon · 13 buyout

Merit Financial Advisors Acquisition Volume by Year

Last 6 years

Acquisition volume by year Annual acquisition counts for the last 6 years for Merit Financial Advisors. 2 2021 1 2022 1 2023 4 2024 10 2025 ~11 est. 8 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

Showing the 12 most recent of 26 tracked deals for Merit Financial Advisors.

  • Merit Financial Advisors Acquires The Bridgeway Group
    August 14, 2026
    Buyer
    Merit Financial Advisors
    Target
    The Bridgeway Group
    Industry
    Wealth Management
    Location
    California, United States
    Type
    Buyout

    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 Towson Wealth Management
    July 31, 2026
    Buyer
    Merit Financial Advisors
    Target
    Towson Wealth Management, LLC
    Industry
    Financial Services
    Location
    Maryland, United States
    Type
    Buyout

    Merit Financial Advisors acquired Towson Wealth Management, a Towson, Maryland wealth management firm overseeing about $502.5 million in total client assets. The deal, finalized July 17, 2026, expands Merit’s Mid-Atlantic presence and brings Towson’s CEO and entire four-person team into Merit, with Towson rebranding as Merit Financial Advisors.

  • Merit Financial Advisors Acquires Pradel Financial Group
    April 24, 2026
    Buyer
    Merit Financial Advisors
    Target
    Pradel Financial Group
    Seller
    Paul Pradel
    Industry
    Financial Services
    Location
    Washington, United States
    Type
    Buyout

    Merit Financial Advisors announced the acquisition of Seattle-based Pradel Financial Group, a wealth management firm led by advisor Paul Pradel. The deal strengthens Merit’s Pacific Northwest presence and Pradel’s practice will rebrand to Merit Financial Advisors.

  • Merit Financial Advisors Acquires Strategic Retirement Plans
    March 27, 2026
    Buyer
    Merit Financial Advisors
    Target
    Strategic Retirement Plans (SRP)
    Seller
    Gabe Lapito
    Industry
    Wealth Management
    Location
    Montana, United States
    Type
    Buyout

    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 Yeomans Consulting Group
    March 6, 2026
    Buyer
    Merit Financial Advisors
    Target
    Yeomans Consulting Group, Inc.
    Seller
    Randy Yeomans
    Industry
    Wealth Management
    Location
    Georgia, United States
    Type
    Buyout

    Merit Financial Advisors acquired Yeomans Consulting Group, a Marietta, Georgia wealth management firm with approximately $434 million in assets under management. The deal was finalized on March 6, 2026, and brings Yeomans’ advisory team and client service professionals into Merit to strengthen its Metro Atlanta presence.

  • Merit Financial Advisors Acquires GlennCo, LLC
    February 6, 2026
    Buyer
    Merit Financial Advisors
    Target
    GlennCo, LLC
    Seller
    GlennCo, LLC, Glenn Cohen
    Industry
    Wealth Management
    Location
    Pennsylvania, United States
    Type
    Buyout

    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 TL Financial Group
    January 23, 2026
    Buyer
    Merit Financial Advisors
    Target
    TL Financial Group
    Industry
    Financial Services
    Location
    Michigan, United States
    Type
    Buyout

    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
    Buyer
    Merit Financial Advisors
    Target
    SSC Wealth LLC
    Seller
    SSC CPAs + Advisors
    Industry
    Wealth Management
    Location
    Kansas, United States
    Type
    Buyout

    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 Blueprint Wealth Advisors
    November 14, 2025
    Buyer
    Merit Financial Advisors
    Target
    Blueprint Wealth Advisors, LLC
    Industry
    Financial Services
    Location
    Illinois, United States
    Type
    Addon

    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 Mennenga Tax & Financial
    October 31, 2025
    Buyer
    Merit Financial Advisors
    Target
    Mennenga Tax & Financial
    Industry
    Financial Services
    Location
    Wisconsin, United States
    Type
    Addon

    Merit Financial Advisors has acquired Mennenga Tax & Financial, adding $715 million in client assets and more than 35 employees. Founder Marshall Mennenga will join Merit as Wealth Manager, Tax Advisor, and Partner; the deal expands Merit's tax planning and wealth management capabilities in Wisconsin and provides Mennenga access to Merit’s technology and resources. The transaction closed on October 31, 2025; financial terms were not disclosed and FP Transitions advised on the deal.

  • Merit Financial Advisors Acquires Obsidian Planning Solutions
    October 3, 2025
    Buyer
    Merit Financial Advisors
    Target
    Obsidian Planning Solutions
    Industry
    Wealth Management
    Location
    Maryland, United States
    Type
    Buyout

    Merit Financial Advisors acquired Obsidian Planning Solutions, adding $476 million in client assets and opening two new offices in Rockville and Columbia, Maryland. The deal—Merit's 50th acquisition—deepens Merit's business succession planning capabilities as partners Patrick Carroll and Todd Feldman and their team join Merit; financial terms were not disclosed.

  • Merit Financial Advisors Acquires Global Wealth Advisors
    August 18, 2025
    Buyer
    Merit Financial Advisors
    Target
    Global Wealth Advisors
    Industry
    Wealth Management
    Location
    United States
    Type
    Buyout

    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.

Related Acquisition Pages

Wealth Management Buyers & Acquisitions 14 tracked deals by Merit Financial Advisors. Financial Services Buyers & Acquisitions 12 tracked deals by Merit Financial Advisors. Acquisitions in Georgia 3 tracked deals by Merit Financial Advisors. Acquisitions in Pennsylvania 3 tracked deals by Merit Financial Advisors. Acquisitions in Washington 3 tracked deals by Merit Financial Advisors. Acquisitions in Wisconsin 3 tracked deals by Merit Financial Advisors.

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