Subscribe

Merit snaps up $540M Washington team

The Atlanta-based RIA is deepening its Pacific Northwest footprint with a financial planning team from LPL.

Merit Financial Advisors is bolstering its presence in the Pacific Northwest with a new acquisition. The Atlanta-based RIA has purchased Viren and Associates Inc., a move that brings over $542 million in assets to Merit and marks a key expansion for the firm in the region.

The practice, founded b

Subscribe or log in to read the rest of this content.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Sanctuary names Envestnet’s Robert Coppola as new CTO

The growth-focused RIA is advancing its digital strategy for advisors, including plans for AI and enhancing its TAMP and fee-for-planning platforms.

LPL swipes veteran advisor duo from Cetera

The pair in Orange County, California managed $225M in advisory, brokerage, and retirement plan assets at their former firm.

Bitcoin fund behemoth Grayscale announces CEO succession

The crypto investment colossus is tapping an asset management veteran with history at Goldman, BlackRock, and Invesco as its next chief executive.

High school financial literacy education now mandatory in Oklahoma

State Governor Stitt signs legislation adding financial literacy education as a requirement for high school graduation.

Carson expands East Coast presence with three new locations

The national RIA has fully acquired three new branches in Maryland, Georgia, and Tennesee, all led by a 25-year industry veteran.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print