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David Wahlen

In network coverage since August 14, 2026 · 7 stories
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M&A

Merit Financial Advisors buys $1.1B Moldenhauer & Associates in 12th deal of 2026

The Orchard Park, N.Y., practice is Merit's 10th former Commonwealth team and first Buffalo-area office; the firm targets 15 deals this year.
M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
move · Sep 21Merit's $888 million Commonwealth hire was paid partly in equity
Moves · Sep 18Merit bought a succession plan and paid for it in equity
M&A · Aug 14Merit Buys $900M Former Commonwealth RIA Bridgeway Group
M&A · Aug 14Merit Adds $900M Commonwealth Team, Sixth Since LPL Deal
M&A · Aug 14Merit Financial acquires $900M Bridgeway Group
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