confirmedIndependent → Independent

Yeomans Consulting Group

Osaic (SagePoint Financial)Merit Financial Advisors
Friday, March 13, 2026
AUM

$434M

Team Size

2

Location

Marietta, GA

Region

Southeast

Merit FinancialAcquisitionsmovesGeorgia
Destination Firm

Merit Financial Advisors

Typeria
Advisors—
Total AUM~20.78B
Net 30d0
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