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  1. A Monterey-based RIA is actively acquiring advisors, utilizing hubs in Phoenix and Kansas City, while Merit Financial Advisor is based in Atlanta.

Merit Financial Advisors, based in Atlanta, is expanding its presence into the Chicago market, involving Tim Brennan's practice.

2 reports, 2 independent Updated Oct 7
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Merit Financial Advisors, based in Atlanta, is expanding its presence into the Chicago market, involving Tim Brennan's practice.

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