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Merit Financial Advisors

ALPHARETTA, GA
CRD: 142457
In PWD coverage since September 22, 2026 · 16+ stories
$23.9BRegulatory AUMSEC Form ADV · Sep 26
470EmployeesForm ADV
4Deals on our tracker
+3Talent net · 12 months3 in · 0 out
Regulatory AUM · Aug 16 – Sep 26
Observed recruiting events · 12 monthsOn the wire →
Net +3 · 3 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
Departures
None tracked.
Deal recordFull tracker →
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
PWD coverage
Data

Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

PWD logged 351 executive changes and 10 custodian changes in the 30-day window, with leadership seats turning over far more often than client books changed custodians.
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
the_wrap · Sep 28Tavarez, Barnett & Steen leave UBS for Frost Investment Services
the_tape · Sep 28Frost, LPL, Modern Wealth, Merit and Keen add advisors in late September
Data · Sep 26The recruiting war isn't being fought over custody
M&A · Sep 25Verdence's second deal tests whether the roll-up can staff itself
Data · Sep 25MissionSquare's 199 events dwarf the industry's 72 new firms
Moves · Sep 24Bahnsen's exit turns organic growth into the sellable asset
Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices
Data · Sep 23The breakaway is dying; the team liftout is the deal
The Close · Sep 22The next RIA premium is integration capacity
The Close · Sep 22Merit's succession shows the deal pipeline is now the hiring pipeline
Data · Sep 22Recruiting outran breakaways 109 to one last month
Moves · Sep 22Hightower's new president is a bet on the operating layer
RIA · Sep 22Merit hands the CEO chair to its roll-up architect
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