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Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta - Vimarsana News

Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta

/PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management...

Merit notches 19th deal since taking PE capital - Vimarsana News

Merit notches 19th deal since taking PE capital

Merit Financial announced a deal to acquire Planned Futures, a Pennsylvania-based advisory firm managing $460 million.

Cribstone Capital scooped up in California firm's acquisitions spree - Vimarsana News

Cribstone Capital scooped up in California firm's acquisitions spree

The acquisition is expected to grow the regional market through enhanced technology and resources of the larger national firm.

2023 Kicks Off with Several RIA M&A Announcements - Vimarsana News

2023 Kicks Off with Several RIA M&A Announcements

Deals from Prime Capital Investment Advisors, Carnegie Investment Counsel, Parallel Advisors, EP Wealth and more ended 2022 and kicked of 2023.

Merit Financial Advisors Partners with Triad Financial Strategies to Establish Presence in Seattle - Vimarsana News

Merit Financial Advisors Partners with Triad Financial Strategies to Establish Presence in Seattle

/PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management...