Merit Financial Advisors, a Georgia-based financial advisory firm specializing in financial planning and wealth management solutions for high-net-worth individuals, families, and those navigating life transitions, announced it has acquired GlennCo, LLC, a Newtown, Pennsylvania-based wealth management firm overseeing approximately $208 million in total assets.
The partnership expands Merit’s footprint in Bucks County and establishes its seventh office in Pennsylvania. GlennCo has experienced significant growth over the past three years, expanding both its advisory team and office space. By joining Merit, the firm aims to accelerate its next phase of growth through access to expanded technological resources, operational expertise, and a broader suite of client solutions. Merit, in turn, adds a practice recognized for strong client relationships and comprehensive financial guidance, including tax planning, retirement strategies, estate planning, risk management, and business financial services.
The acquisition was sourced through Merit Regional Directors and Partners Ryan Evans and Nick Wilkins, who joined the firm through its acquisition of Blueprint Wealth Advisors in November of last year. Glenn Cohen, Owner and Wealth Manager of GlennCo, joins Merit as a Wealth Manager alongside his full team.
The transaction marks Merit’s fifty-fifth acquisition. It follows the firm’s recent purchase of TL Financial Group, which added approximately $213 million in total assets and established Merit’s first office in Michigan.
GlennCo joins Merit from Commonwealth, representing Merit’s fourth acquisition from the broker-dealer. Other Commonwealth acquisitions include TL Financial Group, Blueprint Wealth Advisors, and Global Wealth Advisors. The deal was finalized on February 6, 2026. Financial and legal terms were not disclosed.
Merit Financial Group operates as a national wealth management firm supporting both independent broker-dealer and RIA models. Based in Atlanta, Georgia, the firm has more than 55 offices across the United States and managed $24.69 billion in assets as of January 1, 2026, including $17.86 billion in advisory assets, $2.73 billion in brokerage assets, $2.3 billion in retirement assets, and $1.8 billion in ESOP assets.
KEY QUOTES
“GlennCo has built a thriving practice over the last 20 years,” “Their growth, commitment to objective planning, and client-first approach make them an excellent fit for Merit as we expand our presence in the Newtown area.”
Ryan Evans, Regional Director and Partner, Merit Financial Advisors
“As GlennCo has continued to grow, this partnership represents an important milestone for our team and our clients,” “What mattered most to us was finding a partner that would allow our team to continue delivering the same level of service our clients know and trust. Merit brings the scale and support to help us grow, while keeping the client experience at the center of everything we do.”
Glenn Cohen, Owner and Wealth Manager, GlennCo, LLC
