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Wednesday, October 7, 2026The Morning Brief →Sign in
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Moldenhauer & Associates

In network coverage since October 7, 2026 · 2 stories
2Deals on our tracker
Deal recordFull tracker →
Oct 6, 26Deal closedMerit Financial Advisors · $1.1B — coverage
Sep 24, 26Deal closedMerit Financial Advisors · $1.1B
Network coverage
M&A

Merit Financial buys $1.1B Buffalo-area RIA, its 10th ex-Commonwealth practice

Moldenhauer & Associates brings nearly 1,900 households and 12 employees; the deal closed Sept. 25 and is Merit's 12th this year.
M&A · Oct 7Merit Financial buys $1.1B New York practice, its 10th Commonwealth team
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