Merit Financial Advisors buys Yeomans Consulting Group

Merit Financial Advisors has acquired Yeomans Consulting Group, a wealthiness absorption steadfast based successful Marietta, Georgia, for an undisclosed sum.

The transaction adds astir $434m successful assets to Merit’s books.

In a statement, Merit said that the woody volition alteration “accelerated growth, operational stability, and support” for Yeomans.

Yeomans is founded by Randy Yeomans and co-owned with Nicholas Yeomans.

Both volition go wealthiness manager and spouse astatine Merit.

Their operations, compliance, and lawsuit work teams are besides joining Merit.

Randy said: "After decades of gathering the firm, it was important to enactment a semipermanent operation successful spot that supports our clients and squad good into the future.

"This concern allows america to fortify that instauration portion remaining existent to the disciplined lawsuit focused attack that has guided america from the beginning."

Nicholas added: "We're looking guardant to becoming portion of Merit's talented and fast-growing organisation. As we proceed our accelerated maturation successful the Metro Atlanta area, Merit provides beardown infrastructure and a phenomenal squad to spouse with. Our cultures aligned perfectly. Both our clients and our squad are going to beryllium stronger successful this partnership."

This woody represents Merit's fifty-sixth acquisition. It follows the caller acquisition of Glenn Co, which added astir $208m successful assets and established different bureau successful Pennsylvania.

Merit is headquartered successful Atlanta, Georgia and managed $24.69bn successful assets arsenic of 1 January 2026. The steadfast operates much than 55 offices crossed the US.

Merit managing main Tyler Vernon commented: "This acquisition underscores our committedness to strategical maturation and the continued enlargement of our concern with SEI.

"Yeomans has built an awesome advisory concern with beardown enactment continuity crossed generations. We're excited to enactment their adjacent section of expansion, providing enhanced capabilities for their clients and ongoing maturation opportunities for their staff."

Earlier this year, Merit acquired SSC Wealth, the wealthiness absorption limb of SSC CPAs + Advisors for an undisclosed sum.

"Merit Financial Advisors buys Yeomans Consulting Group " was primitively created and published by Private Banker International, a GlobalData owned brand.

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