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Merit Financial Advisors

ALPHARETTA, GA

CRD: 142457

In network coverage since September 28, 2026 · 16+ stories

$23.9BRegulatory AUMSEC Form ADV · Oct 17

470EmployeesForm ADV

8Deals on our tracker

+5Talent net · 12 months5 in · 0 out

Regulatory AUM · Aug 16 – Oct 17

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

M&A

Mercer Advisors refinances $1.9B into first syndicated loan

The Denver RIA replaces private debt with a seven-year term loan B and a $340 million revolver; it says the savings will fund acquisitions.

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

exit · 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

exit · 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 · 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

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

advisor_note · Sep 28Modern Wealth logs six advisor moves and a four-advisor liftout in one day

the_wrap · Sep 28Frost and LPL recruit UBS and Raymond James advisor teams