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Our Partners
Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets

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

MAI Capital Management Continues National Expansion with Addition of Court Place Advisors

by Katie Copeland | Nov 18, 2025 | MAI

Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets

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

Waverly Advisors Makes Back-to-Back Acquisitions. Assets Climb to $26 Billion

by Katie Copeland | Nov 6, 2025 | Waverly

Waverly Advisors Makes Back-to-Back Acquisitions. Assets Climb to $26 Billion

Waverly Advisors Acquires Bridge Creek Capital Management

by Katie Copeland | Nov 4, 2025 | Waverly

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