Republic Capital Group Advises Global Wealth Advisors on Partnership with Merit Financial Advisors

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.

Merit Financial Advisors

has acquired

Global Wealth Advisors

“We are excited about our new partnership with Merit and the opportunities it creates for our clients and team. With Merit’s expanded resources and capabilities, we will continue delivering the high level of personalized service our clients expect while enhancing the depth and breadth of solutions available to them.”
Kris Maksimovich — CEO, Global Wealth Advisors

Read the Full Announcement

Official press release on Republic Capital Group's advisory role in this transaction.

PRESS RELEASE