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Thursday, October 8, 2026The Morning Brief →Sign in
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Moldenhauer & Associates

In network coverage since October 7, 2026 · 5 stories
3Deals on our tracker
Deal recordFull tracker →
Oct 6, 26Deal closedMerit Financial Advisors · $1.1B — coverage
Sep 24, 26Deal closedMerit Financial Advisors · $1.1B
Sep 24, 26Deal closedMerit Financial Advisors · $1
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Merit Financial acquires $1.1B Orchard Park advisory practice

The 13-person team gives the Atlanta RIA its first New York office and will close its own RIA.
M&A · Oct 8Hightower's Bahnsen Group to buy Hightower Naples, adding about $1.1 billion in client assets
Features · Oct 8Ascentis Adds $1B in Practices, Keeps Raymond James Custody
M&A · Oct 7Merit Financial buys $1.1B Buffalo-area RIA, its 10th ex-Commonwealth practice
M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
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