Acquiring Company
Merit Financial Advisors
Acquired Company
The Bridgeway Group
AlpharettaPasadenaFinancial ServicesLendingFinancial ServicesFinanceDescription
Merit Financial Advisors has acquired The Bridgeway Group, a wealth management firm in Southern California. This acquisition marks Merit's 61st acquisition as part of its national expansion strategy. All employees from Bridgeway will join Merit, enhancing its West Coast presence. The partnership aims to leverage greater support and resources for continued growth.
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Based on deal dataFrequently asked
Who acquired The Bridgeway Group?
The Bridgeway Group was acquired by Merit Financial Advisors, based in Alpharetta. The deal was reported on August 12, 2026. Merit Financial Advisors is a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals and families. Merit Financial Advisors is privately held and operates in Financial Services.
When did Merit Financial Advisors acquire The Bridgeway Group?
Merit Financial Advisors's acquisition of The Bridgeway Group was reported on August 12, 2026. Merit Financial Advisors has acquired The Bridgeway Group, a wealth management firm in Southern California. This acquisition marks Merit's 61st acquisition as part of its national expansion strategy. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does The Bridgeway Group do?
The Bridgeway Group is a wealth management firm based in Southern California, overseeing approximately $900 million in assets. The firm is led by experienced partners and emphasizes comprehensive financial planning, particularly in retirement planning. It is privately held, operating in Financial Services, and is based in Pasadena.