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FUNDRAISING NEWS | December 17, 2024

Merit to Get $773M AUM Boost with Roth Asset Management Purchase

Tags: RIA, Mergers / Acquisitions

Merit Financial Advisors added $773M to its $11.84B in total AUM through its acquisition of Roth Asset Management of Lake Oswego, OR.

Roth Asset President Steven B. Roth joins Merit as a wealth advisor following the acquisition. The firm specializes in corporate 401(k) plans, investment advisory, and portfolio management, but is looking to enhance its retirement and group insurance services through its partnership with Merit. 

The transaction, finalized on December 13, marks Merit’s 30th acquisition since 2020 and follows closely after the Alpharetta, GA-based RIA added $603M Trinity Financial in its second deal of the month, as reported by Dakota on December 11. 

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Written By: Dakota

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