Merit Financial Advisors Secures Strategic Minority Investment from Constellation Wealth Capital

Merit Financial Advisors ("Merit"), a national wealth management firm, has announced a strategic minority investment from Constellation Wealth Capital (CWC), an alternative asset management platform focused on supporting the long-term growth of independent wealth management firms. This investment will help Merit scale its advisor platform, expand its national reach, and enhance its client experience offerings, while retaining its advisor- and employee-owned structure and leadership continuity.

Merit's CEO, Rick Kent, highlighted the importance of CWC's investment, stating, "From the time we met with them, we knew CWC was the right partner to help take Merit into its next phase of growth." This investment will enable Merit to accelerate its strategic initiatives, further strengthen its capabilities, and empower its team to thrive in service of others.

Key Takeaways:

• Merit Financial Advisors has secured a strategic minority investment from Constellation Wealth Capital (CWC), an alternative asset management platform.
• The investment will help Merit scale its advisor platform, expand its national reach, and enhance its client experience offerings.
• Merit will continue to operate under its current name and leadership, with no operational changes resulting from this transaction.
• The investment structure preserves Merit's independence and leadership continuity, which are critically important to its team, clients, and future.
• CWC's minority investment will bolster Merit's ability to expand its advisor platform, enhance client experience offerings, and continue to build out best-in-class technology, operations, and support.
• Merit has over 40 offices nationwide and managed $19.94 billion in assets under advisement, including $14.06 billion in advisory, $2.6 billion in brokerage assets, and $3.28 billion in retirement plan and ESOP assets.

Statistics:

• Merit Financial Advisors has over 40 offices nationwide.
• Merit has managed over $19.94 billion in assets under advisement, including $14.06 billion in advisory, $2.6 billion in brokerage assets, and $3.28 billion in retirement plan and ESOP assets.
• Merit has completed eight acquisitions already in 2025, demonstrating its robust M&A pipeline.
• The transaction is expected to close in the third quarter of 2025.
• Merit's advisor platform will be expanded, and its client experience offerings will be enhanced with the support of CWC.
• CWC's investment will retain Merit's advisor- and employee-owned structure and leadership continuity.

Sources:

• "Merit Financial Advisors Secures Strategic Minority Investment from Constellation Wealth Capital." Merit Financial Advisors.
• "Constellation Wealth Capital." Constellation Wealth Capital.
• "Wealth Partners Capital Group." Wealth Partners Capital Group.
• "HGGC." HGGC.