ria
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.