Merit Financial Advisors has announced it has partnered with wealth management technology provider OneVest as part of its drive to expand and become “the RIA of the future”.
US-based Merit, which is headquartered in Atlanta, Georgia, said it is entering its most “acquisitive year to date”, targeting 15 acquisitions by the end of 2026, after doubling its assets under management to around $24bn in 2025.
As part of the partnership, Merit will utilise OneVest’s technology to help it rapidly scale, including integrating OneVest’s platform.
“As we continue our rapid growth trajectory and welcome more adviser teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure,” said Rick Kent, chief executive of Merit Financial Advisors.
“We aren’t just looking for tools, we are looking for a partner that helps us move faster without compromising the personalised experience our advisers and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.”
