Merit Financial Advisors Taps OneVest to Fuel $24B AUM Expansion

Event summary

  • Merit Financial Advisors, with $24.69B in AUM, partners with OneVest to support its 2026 acquisition spree targeting 15 new deals.
  • OneVest's platform aims to streamline advisor onboarding and automate administrative tasks for Merit's growing network.
  • The collaboration focuses on unifying multi-custodial data into a single interface for enhanced client engagement.
  • Merit doubled its AUM to over $24B in 2025, marking its most acquisitive year to date.

The big picture

This partnership underscores the growing trend of wealth management firms leveraging technology to support rapid scale. Merit's focus on eliminating manual processes highlights the industry's shift towards AI-native platforms that enhance operational efficiency. The collaboration also signals a broader movement towards consolidating fragmented data systems to improve client experiences.

What we're watching

Integration Pace
How quickly OneVest's platform can scale to support Merit's aggressive 2026 acquisition targets.
Advisor Retention
Whether automating administrative tasks will improve advisor satisfaction and reduce churn.
Client Experience
The impact of unified data interfaces on client engagement and satisfaction.