Tracked deals
28
28 tracked deals across 2021-2026.
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
- Website
- meritfinancialadvisors.com
Recent pace
12
12 tracked deals announced in the last 12 months.
Deal mix
Buyout
15 buyout · 13 addon
Merit Financial Advisors Acquisition Volume by Year
Last 6 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
Showing the 12 most recent of 28 tracked deals for Merit Financial Advisors.
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October 8, 2026
- Buyer
- Merit Financial Advisors
- Target
- Moldenhauer & Associates
- Seller
- Brett Moldenhauer
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
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.
-
- Buyer
- Merit Financial Advisors
- Target
- Tim Brennan and his team (Commonwealth Financial Network-affiliated practice)
- Seller
- Tim Brennan (and his team)
- Industry
- Wealth Management
- Location
- Illinois, United States
- Type
- Buyout
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.
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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.
-
- 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.
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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.
-
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.
-
- 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.
-
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.
-
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.
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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.
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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.
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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.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
16 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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