RIA · Independent channel
Merit Financial Advisors
Includes the history of Moldenhauer & Associates (acquired October 2026) · Financial Connections (acquired September 2026) · Bridgeway (acquired August 2026) · Towson Wealth Management (acquired July 2026) · Strategic Retirement Plans (acquired April 2026) · TL Financial Group (acquired January 2026) · SSC Wealth (acquired January 2026)
Destination identity added from a reviewed 2026 advisor-move source.
- Website
- meritfinancialadvisors.com
- Regulator record
- MERIT FINANCIAL ADVISORS (SEC)
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Arrivals came from
Origin firms, by number of teams
Arrivals 9
Teams joining Merit Financial Advisors in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 7 | Acquisition | Moldenhauer & AssociatesOrchard Park, NY | Moldenhauer & AssociatesIndependent Broker-Dealeracquired by Merit Financial Advisors, Oct 2026 | $1.1B | Press Release |
| Sep 18 | Acquisition | Financial ConnectionsFond du Lac, WI | Financial ConnectionsIndependent Broker-Dealeracquired by Merit Financial Advisors, Sep 2026 | $57M | Press Release |
| Sep 18 | Acquisition | Pinnacle Financial Group Deerfield practiceDeerfield, IL | CommonwealthIndependent Broker-Dealeracquired by LPL Financial, Aug 2025 | $888M | Press Release |
| Aug 12 | Acquisition | The Bridgeway GroupPasadena, CA Covina, CA |
BridgewayRIAacquired by Merit Financial Advisors, Aug 2026 | $900M | InvestmentNews |
| Jul 28 | Acquisition | Towson Wealth ManagementTowson, MD | Towson Wealth ManagementIndependent Broker-Dealeracquired by Merit Financial Advisors, Jul 2026 | $502.5M | Press Release |
| May 5 | Acquisition | Pradel Financial GroupSeattle, WA | CommonwealthIndependent Broker-Dealeracquired by LPL Financial, Aug 2025 | $420M | InvestmentNews |
| Apr 7 | Acquisition | Strategic Retirement PlansBillings, MT | Strategic Retirement PlansRIAacquired by Merit Financial Advisors, Apr 2026 | $582M | Citywire |
| Feb 3 | Acquisition | TL Financial GroupSouthgate, MI | TL Financial GroupRIAacquired by Merit Financial Advisors, Jan 2026 | $217M | Press Release |
| Jan 20 | Acquisition | SSC WealthTopeka, KS | SSC WealthRIAacquired by Merit Financial Advisors, Jan 2026 | $260M | Press Release |
Departures 0
Teams leaving Merit Financial Advisors in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.