Merit Financial Adds $888M Chicago Practice in 11th 2026 Deal
Atlanta – September 19, 2026 -- Merit Financial Advisors has acquired the practice of veteran advisor Tim Brennan, adding approximately $888 million in client assets and more than 1,000 households to the Georgia-based wealth manager's book. The deal, effective September 10, 2026, marks Merit's eleventh acquisition of the year and its 62nd since inception, pushing firm-wide assets to more than $32.92 billion across over 70 offices nationwide.
Brennan exits nearly 27-year Commonwealth affiliation for Merit platform
Brennan, who spent 37 years in financial services, previously operated through a firm affiliated with Commonwealth Financial Network for close to 27 years before joining Merit. His Deerfield, Illinois-based practice focuses on business owners and high-net-worth families, built almost entirely through referrals.