Merit Financial Merges in $603M AUM Trinity Financial

Merit Financial Advisors said that it has merged with Berwyn, PA-based female-owned Trinity Financial, marking the firm’s third office in the state and adding $603M in client assets.

This transaction with Trinity is the 29th partnership made by the Georgia-based RIA since receiving minority investment from Aspire Holdings and Wealth Partners in 2020. Merit has two prior acquisitions this year, adding Illinois-based Kizer & Associates and Washington-based Viren & Associates, as reported by Dakota. The two firms brought a collective $700M in assets.

The Trinity deal closed on December 6 and with it Trinity President Robyn E. Jameson joined Merit as managing director and partner. Financial and legal details of the transaction were not disclosed.

Written By: Dakota

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Merit Financial Merges in $603M AUM Trinity Financial

Subscribe

Related Content

Merit Financial Acquires $542M WA RIA

Focus Financial Leads Merger with The Colony Group

Focus Financial Preparing To Merge Partner Firms

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Events

Company