Merit Financial Advisors, a registered investment advisor with $19.94 billion in total client assets, has agreed to sell a minority stake to Constellation Wealth Capital as the Atlanta-based RIA's ...
Merit Financial Advisors has hit a 10% organic growth rate as the Atlanta-based RIA targets around 15 acquisitions in 2026 to be its most acquisitive year to date, CEO Rick Kent told InvestmentNews.
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