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Wednesday, August 19, 2026The Morning Brief →Sign in
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The Bridgeway Group

In PWD coverage since August 14, 2026 · 4 stories
3Deals on our tracker
Deal recordFull tracker →
Jul 30, 26Deal closedMerit Financial Advisors · $900M
Jul 19, 26Deal announcedMerit Financial Advisors · $900M
Dec 31, 25Deal announcedMerit Financial Advisors · $900M
PWD coverage
Deals & PE

The Commonwealth diaspora dominates this week's AUM flow

Merit and Hightower pulled nearly $5 billion from LPL's future book while the week's other deals moved no disclosed assets.
M&A · Aug 14Merit Buys $900M Former Commonwealth RIA Bridgeway Group
M&A · Aug 14Merit Adds $900M Commonwealth Team, Sixth Since LPL Deal
M&A · Aug 14Merit Financial acquires $900M Bridgeway Group
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