Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families as well as those navigating life transitions, has acquired GlennCo, LLC, a Newtown, Pennsylvania-based wealth management firm, adding approximately $208 million in total assets.
The partnership expands Merit’s presence in Bucks County and marks its seventh office in Pennsylvania.
GlennCo has expanded both its wealth advisory team and office space over the past three years. By joining Merit, the firm hopes to be able to accelerate its next phase of growth through expertise, technological resources, and broad offering of client solutions.
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, will join Merit as a wealth manager, along with his entire team.
“GlennCo has built a thriving practice over the last 20 years,” said Ryan. “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.”
This marks Merit’s fifty-fifth acquisition, following the recent acquisition of TL Financial Group, which added approximately $213 million in total assets and established the firm’s first office in Michigan.
“As GlennCo has continued to grow, this partnership represents an important milestone for our team and our clients,” said Glenn. “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.”
GlennCo joins Merit from Commonwealth, marking Merit’s fourth acquisition from the broker-dealer. Other Commonwealth acquisitions include TL Financial Group, Blueprint Wealth Advisors, and Global Wealth Advisors. The transaction was finalized on February 6, 2026. The financial and legal terms of the deal were not disclosed.