About Merit Financial Advisors
On a mission to help advisors grow and advance their business.
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Alpharetta, GA
- Founded
- 1998
- Company type
- Privately Held
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.
Specialties
- 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
- and Women Leaders
Company locations
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009, US
3595 Grandview Pkwy, Suite 225, Birmingham, Alabama 35243, US
3001 Dallas Pkwy, 100, Frisco, Texas 75034, US
130 Harbour Place Dr, Suite 250, Davidson, North Carolina 28036, US
8826 Goodbys Executive Dr, Suite B, Jacksonville, Florida 32217, US
43 Danbury Rd, Wilton, Connecticut 06897, US
2359 Perimeter Pointe Pkwy, Charlotte, North Carolina 28208, US
2625 E Southlake Blvd, 100, Southlake, Texas 76092, US
8198 Jog Rd, Suite 205, Boynton Beach, Florida 33472, US
11675 Rainwater Dr, 625, Alpharetta, Georgia 30009, US
2551 Lafayette Plaza Dr, Albany, Georgia 31707, US
2799 NW 2nd Ave, Suite 101, Boca Raton, Florida 33431, US
90 S Cascade Ave, Suite 1130, Colorado Springs, Colorado 80903, US
116 3rd Street, De Pere, WI 54115, US
1999 Broadway, Suite 1415, Denver, CO 80202, US
27604 Marine View Dr S, Des Moines, Washington 98198, US
21700 East Copley Drive, Suite 120, Diamond Bar, CA 91765, US
8490 E Crescent Pkwy, Suite 110, Greenwood Village, Colorado 80111, US
6415 E Lake Sammamish Pkwy SE, Suite 100, Issaquah, Washington 98027, US
725 N Highway A1A, Suite E-109, Jupiter, Florida 33477, US
1205 S Main, Suite 325, Kalispell, MT 59901, US
4400 Calumet Ave, Suite 201, Manitowoc, Wisconsin 54220, US
538 Durham Rd, Unit F, Newtown, Pennsylvania 18940, US
131 East Main Street, Suite 201, Norman, OK 73069, US
601 Delaware Street, PO Box 266, Perry , OK 73077, US
33 Witherspoon St, Suite 210, Princeton, New Jersey 08542, US
3100 Smoketree Ct, Suite 1002, Raleigh, North Carolina 27604, US
1090 Elm St, Suite 102, Rocky Hill, Connecticut 06067, US
7000 Central Pkwy, Suite 1650, Sandy Springs, Georgia 30328, US
1160 Fond du Lac Ave, Sheboygan Falls, Wisconsin 53085, US
111 S Post St, Suite 2260, Spokane, Washington 99201, US
1919 N Pearl St, B-2, Tacoma, Washington 98406, US
6140 South 104 East Avenue, Tulsa, OK 74133, US
2350 E 3rd St, Suite 6, Williamsport, Pennsylvania 17701, US
1112 East 300 North, #200, American Fork, UT 84003, US
1525 South Grove Avenue, Barrington, IL 60010, US
1189 Lancaster Ave, 101, Berwyn, Pennsylvania 19312, US
19125 N Creek Pkwy, 120, Bothell, Washington 98011, US
118 N Iowa St, Dodgeville, Wisconsin 53533, US
11 E Chocolate Ave, 201, Hershey, Pennsylvania 17033, US
800 Town and Country Blvd, 500, Houston, Texas 77024, US
7633 Ganser Way, 210, Madison, Wisconsin 53719, US
502 Bridge St, New Cumberland, Pennsylvania 17070, US
275 S 5th Ave, 151, Pocatello, Idaho 83201, US
4524 Dollar Dr, West Bend, Wisconsin 53095, US
316 East Broad Street, 1st Floor, Westfield, NJ 07090, US
421 E Silver Spring Dr, Suite 3, Whitefish Bay, Wisconsin 53217, US
Locations listed on the company profile. These may include offices outside the United States, and not every location is hiring.
Business areas
- Wealth Management
- Retirement
- Financial Services
On LinkedIn
- Followers
- 5,792
- People linked to this company
- 366
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
Explore the company
Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.