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Est. 2026The front page of wealth managementNew York

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Deals

Merit Financial Snags 10th Commonwealth Advisor

By Diana Britton · WealthManagement.com ·

Image: WealthManagement.com

The Atlanta-based RIA acquired Moldenhauer & Associates, a New York wealth management practice overseeing $1.1 billion in client assets across nearly 1,900 households.

Summary as published by WealthManagement.com
Read the full story at WealthManagement.com →

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