Recent events
Recent events tied to this brand in public sources.
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2026
Merit Financial Advisors announces acquisition of Moldenhauer & Associates
Merit Financial Advisors, a Georgia-based wealth management firm, announced the acquisition of Moldenhauer & Associates, an Orchard Park, New York wealth management firm overseeing approximately $1.1 billion in client assets and serving nearly 1,900 households. Brett Moldenhauer and the firm's 12 employees will join Merit and remain in the existing Orchard Park office. Merit states this is its twelfth partnership of 2026 and the 10th firm formerly affiliated with Commonwealth Financial Network to join Merit. Financial terms were not disclosed.
2026
Merit Financial Advisors acquires Bell Financial Services
Merit Financial Advisors, a Georgia-based financial advisory firm, announced it has acquired Bell Financial Services Company, a Marquette-based wealth management firm, adding approximately $195 million in total assets. Jesse Bell, president and owner of Bell Financial, will join Merit as a wealth manager and partner along with members of his team.
2026
Merit Financial Advisors acquires The Bridgeway Group
Merit Financial Advisors, an Alpharetta, Ga.-based hybrid registered investment advisor overseeing $30.1 billion in client assets, acquired The Bridgeway Group, a nine-person Southern California team with offices in Pasadena and Covina, Calif., overseeing about $900 million in client assets. The Bridgeway Group had been with Commonwealth Financial Network for about a dozen years.
2026
Merit Financial Advisors completes acquisition of The Bridgeway Group
Merit Financial Advisors announced the acquisition of The Bridgeway Group, a Southern California wealth management firm overseeing approximately $900 million in assets, with the transaction closing on July 31, 2026. The Bridgeway Group rebranded as Merit Financial Advisors upon closing.
2021
Merit completes merger with Biltmore and Stone Creek
Merit Financial Advisors completed its merger with Biltmore Capital Advisors and Stone Creek Capital Management. Stone Creek will continue as a stand-alone business line within the Merit family of companies.