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Merit Acquisitions

Merit has acquired 13 companies and its latest acquisition was Fiduciary Services, LLC on Mar 2025

Unlock 10 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION

-

Fiduciary Services, LLC

Mar 2025

Source »
undisclosed
-
Sanctuary Wealth Management, LLC

Mar 2025

Source »
undisclosed
-
Zimmermann Investment Management & Planning, LLC

Dec 2024

Source »
undisclosed
-
Viren & Associates, Inc.

Mar 2024

Source »
undisclosed
Viren And Associates is a Washington-based company that provides services such as retirement plans, life and disability insurance and employee benefits for individuals.
ClearBridge Wealth Management

Dec 2023

Source »
undisclosed
ClearBridge is a Georgia-based financial advisory firm that provides investment and wealth management services for individuals and businesses.

Frequently Asked Questions about Merit

  1. What companies did Merit acquire?

    Companies acquired by Merit include , Sanctuary Wealth Management and Zimmermann Investment Management

  2. How many acquisitions does Merit have?

    Merit has acquired 13 companies including , Sanctuary Wealth Management and Zimmermann Investment Management .

  1. How many acquisitions did Merit make in 2025?

    In 2025 Merit acquired 2 companies including and Sanctuary Wealth Management.