Merit Financial Advisors Acquires Moldenhauer & Associates
1 report, 1 independent
Updated Oct 7
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What happened
Merit Financial Advisors acquired Moldenhauer & Associates, a wealth management practice based in Orchard Park, New York, on October 7, 2026. The acquired firm manages $1.1 billion in client assets across nearly 1,900 households. Brett Moldenhauer, who led the acquired firm, joined Merit Financial Advisors along with 12 employees.
From wealthmanagement.com
Why it matters
The acquisition marks Merit Financial Advisors' 12th purchase this year and its 10th acquisition of a former Commonwealth Financial Network team. This move expands Merit Financial Advisors' total client assets, which currently oversee $32.9 billion.
From wealthmanagement.com
Who's involved
- AtlantaAtlanta is the capital city of Georgia, where Merit Financial Advisors is based.
- Andre DickensAndre Dickens serves as the Mayor of Atlanta, exercising executive authority over the city's affairs.
- Shirley FranklinShirley Franklin formally served as the mayor of the city of Atlanta.