Merit Pulls Off $2bn Double Deal as it Eyes Big 2022 Growth

by SHER | Jan 10, 2022 | Merit

EP Wealth Advisors® Acquires Northern California-based Firm

by SHER | Jan 4, 2022 | EP

How Loss, Luck, and Salesmanship Helped Build a $5 Billion RIA

by SHER | May 3, 2021 | Merit

MAI Capital Management to Acquire HW Financial Advisors

by SHER | Jan 26, 2021 | MAI

An RIA’s Mission to Be a Household Name, at Least to Professional Athletes

by SHER | Sep 9, 2020 | MAI