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Our Partners
Merit Buys $542M AUM Viren & Associates

Merit Buys $542M AUM Viren & Associates

by Katie Copeland | Mar 13, 2024 | Merit

Merit Buys $542M AUM Viren & Associates

Merit Financial Advisors Partners with Viren and Associates to Expand Presence in the Pacific Northwest

by Katie Copeland | Mar 13, 2024 | Merit

Waverly M&A Marks $10 Billion AUM Milestone

Waverly M&A Marks $10 Billion AUM Milestone

by Katie Copeland | Mar 5, 2024 | Waverly

MAI Capital Management Acquires LWS Wealth Advisors

MAI Capital Management Acquires LWS Wealth Advisors

by Katie Copeland | Mar 4, 2024 | MAI

EP Wealth Advisors® Strengthens Presence in Utah with Acquisition of Parker Advisory Group, LLC

EP Wealth Advisors® Strengthens Presence in Utah with Acquisition of Parker Advisory Group, LLC

by Katie Copeland | Feb 6, 2024 | EP

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