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Merit Financial Advisors - M&A Summary and Business Overview

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Merit Financial Advisors M&A Summary

Merit Financial Advisors has acquired 9 companies, including 9 in the last 5 years.

Merit Financial Advisors has acquired in 7 different US states. The Company’s most targeted sectors include financial services (89%) and business services (12%).

Merit Financial Advisors Business Overview

Where is Merit Financial Advisors headquartered?

Merit Financial Advisors is headquartered in Alpharetta, Georgia.

What sector is Merit Financial Advisors in?

Merit Financial Advisors is a financial services company.

When was Merit Financial Advisors founded?

Merit Financial Advisors was founded in 1998.

M&A Summary

  • M&A Total Activity9
    • M&A Buy Activity9
  • Total Sectors Invested 2
  • Total Countries Invested 1

Merit Financial Advisors

Merit Financial Group LLC

2400 Lakeview Parkway, Suite 550,
Alpharetta, Georgia 30009
United States,
(678) 867-7050
www.meritfinancialadvisors.com

Merit Financial Advisors is a financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transition. Merit Financial Advisors was founded in 1998 and is based in Alpharetta, Georgia.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.8/yr) # - 1 3 - 3 2 9
Sell (0.0/yr) # - - - - - - 0
  9

Most Recent M&A

Company Date Value Type
AMP Wealth Management 2025-06-26 - Add-on Acquisition
Whitefish Bay, Wisconsin · www.ampinvestment.com
Safeguard Wealth Management 2025-04-29 - Add-on Acquisition
Green Bay, Wisconsin · www.safeguardinvest.com
Roth Asset Management, Inc. 2024-12-17 - Add-on Acquisition
Lake Oswego, Oregon
Trinity Financial Partners 2024-12-06 - Merger
Berwyn, Pennsylvania · www.trinityfinancialpartners.com
Viren and Associates 2024-03-13 - Add-on Acquisition
Spokane, Washington · www.virenandassociates.com
Union Financial Advisors LLC 2022-05-09 - Add-on Acquisition
Tulsa, Oklahoma · www.unionfinancial.com
I.M. Wealth Care LLC 2022-04-05 - Add-on Acquisition
Greenwood Village, Colorado · www.imwealthcare.com
Tedstrom Wealth Advisors, Inc. 2022-04-05 - Add-on Acquisition
Denver, Colorado · www.tedstromwealth.com
Consilium Financial Group LLC 2021-07-30 - Add-on Acquisition
Roswell, Georgia · www.cfgatl.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 8 (89%) - - -
Business Services 1 (11%) - - -
Total 9 - - -

By Geo

State/Country Buy Value Sell Value
United States 9 - - -
  Wisconsin 2 - - -
  Colorado 2 - - -
  Washington 1 - - -
  Pennsylvania 1 - - -
  Oregon 1 - - -
  Oklahoma 1 - - -
  Georgia 1 - - -
Total 9 - - -

Company Summary

SECTOR

Financial Services

Established

1998

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