Recent events
Recent events tied to this brand in public sources.
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2026
Merit Financial Advisors acquires The Bridgeway Group
Merit Financial Advisors, an Alpharetta, Ga.-based hybrid registered investment advisor overseeing $30.1 billion in client assets, acquired The Bridgeway Group, a nine-person Southern California team with offices in Pasadena and Covina, Calif., overseeing about $900 million in client assets. The Bridgeway Group had been with Commonwealth Financial Network for about a dozen years.
2026
Merit Financial Advisors completes acquisition of The Bridgeway Group
Merit Financial Advisors announced the acquisition of The Bridgeway Group, a Southern California wealth management firm overseeing approximately $900 million in assets, with the transaction closing on July 31, 2026. The Bridgeway Group rebranded as Merit Financial Advisors upon closing.