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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Merit Financial Advisors

ALPHARETTA, GA
CRD: 142457
In network coverage since October 7, 2026 · 16+ stories
$23.9BRegulatory AUMSEC Form ADV · Oct 24
470EmployeesForm ADV
8Deals on our tracker
+5Talent net · 12 months5 in · 0 out
Regulatory AUM · Aug 16 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +5 · 5 incoming events · 0 outgoing events
Arrivals
Sean Montgomery, Scott Miller, Matt Dupon
Aug 12 · from Commonwealth Financial Network
Tim Brennan
Sep 18 · from Commonwealth Financial Network
Timothy M. Brennan
Sep 21 · from Commonwealth Financial Network
Moldenhauer & Associates
Oct 7 · from Commonwealth Financial Network
Tim Brennan
Oct 7 · from Commonwealth Financial Network
Departures
None tracked.
Deal recordFull tracker →
Oct 7, 26Deal announcedMoldenhauer & Associates · $1.1B — coverage
Oct 6, 26Deal closedMoldenhauer & Associates · $1.1B — coverage
Sep 24, 26Deal closedMoldenhauer & Associates · $1.1B — coverage
Sep 24, 26Deal closedMoldenhauer & Associates · $1 — coverage
Sep 9, 26Deal closedTimothy M. Brennan · $888 — coverage
Jul 30, 26Deal closedThe Bridgeway Group · $900M
Jul 19, 26Deal announcedThe Bridgeway Group · $900M
Dec 31, 25Deal announcedThe Bridgeway Group · $900M
Network coverage
Features

A buyer's deal pipeline is not collateral for an RIA sale

Wealth managers announced 156 deals and closed 50 in 90 days. Sellers should price the buyer on closes, committed capital and who stays.
Features · Oct 26Busiest RIA buyers average $679 million a deal, below the median
Features · Oct 26RIA sale prices turn on retention; the structure carries the multiple
M&A · Oct 15Mercer Advisors refinances $1.9B into first syndicated loan
Moves · Oct 12UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals
Deals & PE · Oct 10Mercer Advisors closes $1.9B refinancing led by Goldman Sachs
Deals & PE · Oct 9Alaris CEO Allen Darby says AI integration costs will cut RIA sale multiples
Succession & selling a firm · Oct 9Hightower Signature to add $1 billion Synergy, a partner since 2017
M&A · Oct 8Merit Financial Advisors buys $1.1B Moldenhauer & Associates in 12th deal of 2026
Succession & selling a firm · Oct 8Merit Financial acquires $1.1B Orchard Park advisory practice
M&A · Oct 8Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets
Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody
Practice management · Oct 7InvestorCOM finds 44% of rollovers occur before savers turn 59½
M&A · Oct 7Merit Financial buys $1.1B Buffalo-area RIA, its 10th ex-Commonwealth practice
M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
M&A · Oct 7Constellation Wealth Capital takes minority stake in BakerAvenue, a $6.3B RIA
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