Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets by Katie Copeland | Nov 24, 2025 | Merit
MAI Capital Management Continues National Expansion with Addition of Court Place Advisors by Katie Copeland | Nov 18, 2025 | MAI
Merit Financial Advisors Partners with Mennenga Tax & Financial, Expands Capabilities for Clients in Wisconsin by Katie Copeland | Nov 7, 2025 | Merit
Waverly Advisors Makes Back-to-Back Acquisitions. Assets Climb to $26 Billion by Katie Copeland | Nov 6, 2025 | Waverly