Headquartered in Lewisville, TX, Global Wealth Advisors is a wealth management firm, formerly affiliated with Commonwealth Financial Network, that provides comprehensive financial planning and investment management services to clients with approximately $860 million in assets under management across Texas and the United States.
Merit Financial Advisors is an active, serial acquirer of RIAs with offices nationwide. With this transaction, Global Wealth Advisors joins Merit’s growing platform, further enhancing the combined firm’s ability to deliver dynamic financial planning and wealth management solutions.
Republic Capital Group served as the exclusive investment banking advisor to Global Wealth Advisors throughout the transaction, providing strategic guidance and structuring expertise that enabled GWA to align with Merit’s long-term vision while preserving its client-focused culture.
has acquired
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Official press release on Republic Capital Group's advisory role in this transaction.