Acquiring Company
Tim Brennan's Advisory Team
Acquired Company
Yeomans Consulting Group
United StatesMariettaFinancial ServicesFinanceLendingFinancial ServicesFinanceConsultingDescription
On March 6, 2026, Merit Financial Advisors announced its acquisition of Yeomans Consulting Group, adding approximately $434 million in assets under management. The partnership is set to provide Yeomans with enhanced growth and stability while maintaining a client-focused approach. Both Randy and Nicholas Yeomans will take new roles in the firm, supporting their transition into Merit's expanding organization.
Quick answer
Tim Brennan's Advisory Team is acquiring Yeomans Consulting Group, announced March 11, 2026. Tim Brennan's Advisory Team is based in United States.
- How much did Tim Brennan's Advisory Team pay for Yeomans Consulting Group?
- The deal value was not disclosed.
- What does Tim Brennan's Advisory Team do?
- Tim Brennan's Advisory Team is a group led by veteran financial advisor Tim Brennan, who has over 37 years in the financial services industry.
- Where are Tim Brennan's Advisory Team and Yeomans Consulting Group based?
- Tim Brennan's Advisory Team is based in United States. Yeomans Consulting Group is based in Marietta, Georgia, United States.
- Who are the decision-makers at Tim Brennan's Advisory Team?
- Fundz holds 1 contact at Tim Brennan's Advisory Team. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Frequently asked
Who acquired Yeomans Consulting Group?
Yeomans Consulting Group was acquired by Tim Brennan's Advisory Team, based in United States. The deal was reported on March 11, 2026. Tim Brennan's Advisory Team is a group led by veteran financial advisor Tim Brennan, who has over 37 years in the financial services industry. The team specializes in serving high-net-worth families and business owners. Tim Brennan's Advisory Team is privately held and operates in Financial Services.
When did Tim Brennan's Advisory Team acquire Yeomans Consulting Group?
Tim Brennan's Advisory Team's acquisition of Yeomans Consulting Group was reported on March 11, 2026. On March 6, 2026, Merit Financial Advisors announced its acquisition of Yeomans Consulting Group, adding approximately $434 million in assets under management. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Yeomans Consulting Group do?
Yeomans Consulting Group is a wealth management firm known for its scalable advisory platform and experienced team focused on education-driven outreach. It is privately held, operating in Financial Services, and is based in Marietta.
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