Merit Acquires SSC Wealth

INVESTMENT MANAGEMENT DEALS BLOG

February 2, 2026

On January 20, 2026, Merit Financial Advisors announced that it acquired SSC Wealth LLC.

Merit Financial Advisors (“Merit”) announced, on January 20, 2026, that it acquired SSC Wealth LLC (“SSC”). Under the terms of the transaction, four professionals from SSC joined the Merit team. Further terms of the transaction were not disclosed.

Merit, based in Alpharetta, Georgia, is a registered investment advisor offering financial planning and wealth management services to high-net-worth individuals and families, and those navigating life transitions. As of September 2025, Merit had over $20.78 billion in assets.

SSC, based in Topeka, Kansas, is an investment advisor offering tax strategy, business valuation, and optimization services to high-net-worth individuals and business owners. SSC has approximately $259.6 million in assets under management.

To read the press release: please click here

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.