Merit Financial Advisors

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Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit Financial Advisors supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a superior client experience. If you are looking to take your firm to the next level, please visit https://www.meritfinancialadvisors.com/for-advisors/ Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.

Company Details

Employees
257
Founded
-
Address
2400 Lakeview Parkway, Suite 550,united States
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
https://www.meritfinancialadvisors.com/for-advisors/
Keywords
Wealth Management, Retirement Planning, Risk Mitigation, Investment Management, Divorcees, Estate Planning, Financial Planning, Mergers & Acquisitions, Independent Advisors, Widowhood, Succession Planning, Hybrid RIA, Financial Advisor, Independent Financial Advisor, Growth Strategy, Technology, FinTech, WealthTech, Portfolio Strategy, Women Leaders.
HQ
Alpharetta, GA
Competitors
Wealth Enhancement, Mercer Advisors, RFG Advisory, Creative Planning, Constellation Wealth Capital, MAI Capital Management, Cerity Partners, Carson Group, Mariner, Hightower Advisors.
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News

Merit Financial Advisors Acquires Obsidian Planning Solutions - PR Newswire

Merit Financial Advisors Acquires Obsidian Planning Solutions PR Newswire

Merit Financial Advisors Partners with Global Wealth Advisors, Adding $860 Million in Client Assets - Eastern Progress

Merit Financial Advisors Partners with Global Wealth Advisors, Adding $860 Million in Client Assets Eastern Progress

Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion - PR Newswire

Merit Financial Advisors Announces New Minority Investment Partner, Fueling Next Chapter of Expansion PR Newswire

Wealth.com Establishes Partnership With Merit Financial Advisors - citybiz

Wealth.com Establishes Partnership With Merit Financial Advisors citybiz

Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta - The Digital Banker

Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta The Digital Banker

Merit Financial Advisors Partners with Hershey Wealth Advisors, LLC and Establishes Merit's Fifth Office in Pennsylvania - PR Newswire

Merit Financial Advisors Partners with Hershey Wealth Advisors, LLC and Establishes Merit's Fifth Office in Pennsylvania PR Newswire

Merit Financial Advisors Partners with AMP Wealth Management and Expands Its Midwest Footprint - PR Newswire

Merit Financial Advisors Partners with AMP Wealth Management and Expands Its Midwest Footprint PR Newswire

Merit Financial Advisors Partners with RCM Investments and Opens First Office in Utah - PR Newswire

Merit Financial Advisors Partners with RCM Investments and Opens First Office in Utah PR Newswire

Merit Financial Advisors Partners with Safeguard Wealth Management - PR Newswire

Merit Financial Advisors Partners with Safeguard Wealth Management PR Newswire

Merit Financial Advisors Partners with Sanctuary Wealth Management and Fiduciary Services; Adds First Office in Idaho - PR Newswire

Merit Financial Advisors Partners with Sanctuary Wealth Management and Fiduciary Services; Adds First Office in Idaho PR Newswire

Merit Financial Advisors Partners with Roth Asset Management and Expands Presence in Pacific Northwest - PR Newswire

Merit Financial Advisors Partners with Roth Asset Management and Expands Presence in Pacific Northwest PR Newswire

Merit Financial Advisors Joins Forces with Trinity Financial Partners to Expand Its Presence in Pennsylvania - PR Newswire

Merit Financial Advisors Joins Forces with Trinity Financial Partners to Expand Its Presence in Pennsylvania PR Newswire

Merit Financial Advisors Announces Strategic Partnership with Second Half Financial Partners, LLC First Responders Division to expand its presence in Florida - PR Newswire

Merit Financial Advisors Announces Strategic Partnership with Second Half Financial Partners, LLC First Responders Division to expand its presence in Florida PR Newswire

Merit Joins Fidelity's Wealth Advisor Solutions® Program - PR Newswire

Merit Joins Fidelity's Wealth Advisor Solutions® Program PR Newswire

Merit Financial Advisors Partners with Viren and Associates to Expand Presence in the Pacific Northwest - PR Newswire

Merit Financial Advisors Partners with Viren and Associates to Expand Presence in the Pacific Northwest PR Newswire

Neuberger Berman Capital Solutions Completes Capital Partnership with Merit Financial Advisors - PR Newswire

Neuberger Berman Capital Solutions Completes Capital Partnership with Merit Financial Advisors PR Newswire

Merit Financial Advisors Introduces Merit Amplify, Independent Advisor Affiliation Model - PR Newswire

Merit Financial Advisors Introduces Merit Amplify, Independent Advisor Affiliation Model PR Newswire

Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer - PR Newswire

Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer PR Newswire

Merit Financial Advisors Expands Presence in Connecticut with Acquisitions of Ceponis Financial Group and Brook Wealth Management - PR Newswire

Merit Financial Advisors Expands Presence in Connecticut with Acquisitions of Ceponis Financial Group and Brook Wealth Management PR Newswire

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence - PR Newswire

Merit Financial Advisors Partners with Planned Futures, LLC to Build Its Pennsylvania Presence PR Newswire

Merit Financial Advisors acquires Obsidian Planning Solutions - Private Banker International

Merit Financial Advisors acquires Obsidian Planning Solutions Private Banker International

Merit Financial Advisors Establishes Presence in Wisconsin with Strategic Partnership with Mersberger Financial Group - PR Newswire

Merit Financial Advisors Establishes Presence in Wisconsin with Strategic Partnership with Mersberger Financial Group PR Newswire

Merit Receives Strategic Investment From Constellation - Wealth Solutions Report

Merit Receives Strategic Investment From Constellation Wealth Solutions Report

Merit Financial Advisors Expands to Colorado by Acquiring Tedstrom Wealth Advisors, Inc. and I.M. Wealth Care, LLC - PR Newswire

Merit Financial Advisors Expands to Colorado by Acquiring Tedstrom Wealth Advisors, Inc. and I.M. Wealth Care, LLC PR Newswire

Merit Financial Advisors expands digital reach with acquisition - InvestmentNews

Merit Financial Advisors expands digital reach with acquisition InvestmentNews

Merit Financial Advisors: Minority Investment Raised From Constellation Wealth Capital - Pulse 2.0

Merit Financial Advisors: Minority Investment Raised From Constellation Wealth Capital Pulse 2.0

Merit Financial Advisors buys Texas-based Global Wealth Advisors - Private Banker International

Merit Financial Advisors buys Texas-based Global Wealth Advisors Private Banker International

Merit Financial Advisors Sells Minority Stake to Constellation Wealth Capital - wealthmanagement.com

Merit Financial Advisors Sells Minority Stake to Constellation Wealth Capital wealthmanagement.com

Merit Financial Advisors Onboards $225 Million Team - Pulse 2.0

Merit Financial Advisors Onboards $225 Million Team Pulse 2.0

Wealth.com strikes partnership with $11.84B RIA Merit Financial Advisors - InvestmentNews

Wealth.com strikes partnership with $11.84B RIA Merit Financial Advisors InvestmentNews

Make client problems your problems, Merit Financial Advisors CEO says - InvestmentNews

Make client problems your problems, Merit Financial Advisors CEO says InvestmentNews

Focused on the Future: Kay Lynn Mayhue on Why Investing in Talent Is Key to a Firm’s Long-Term Success - wealthmanagement.com

Focused on the Future: Kay Lynn Mayhue on Why Investing in Talent Is Key to a Firm’s Long-Term Success wealthmanagement.com

Merit Financial Advisors Acquires Consilium Financial Group - citybiz

Merit Financial Advisors Acquires Consilium Financial Group citybiz

Merit Financial Advisors adds about $860 million in client assets with new acquisition - The Business Journals

Merit Financial Advisors adds about $860 million in client assets with new acquisition The Business Journals

Merit Financial Advisors: Using Technology To Fuel Growth - wealthmanagement.com

Merit Financial Advisors: Using Technology To Fuel Growth wealthmanagement.com

Merit Financial Advisors Sells Stake to Heckenberg’s Constellation Wealth Capital - Barron's

Merit Financial Advisors Sells Stake to Heckenberg’s Constellation Wealth Capital Barron's

Merit Financial Advisors Expands Into Idaho With Strategic Sanctuary Wealth Partnership - AdvisorHub

Merit Financial Advisors Expands Into Idaho With Strategic Sanctuary Wealth Partnership AdvisorHub

Exclusive: $12bn Merit Financial Advisors to disaffiliate from LPL - Citywire

Exclusive: $12bn Merit Financial Advisors to disaffiliate from LPL Citywire

$11.5bn Merit Financial Advisors pursuing new investor -sources - Citywire

$11.5bn Merit Financial Advisors pursuing new investor -sources Citywire

Merit Financial Advisors Launches Independent Affiliation Model - Barron's

Merit Financial Advisors Launches Independent Affiliation Model Barron's

LPL Financial and $12 Billion Merit Financial Advisors Part Ways - Barron's

LPL Financial and $12 Billion Merit Financial Advisors Part Ways Barron's

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