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Merit Financial Advisors

Atlanta, Georgia

Website:

https://www.meritfinancialadvisors.com/

142457

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Atlanta, Georgia

Website:

https://www.meritfinancialadvisors.com/

Leadership Interview

Company Details

Approximate AUM

$14,000,000,000

Fee model

Hybrid Flexible

Number of employees

265

Custodians

Schwab

SEI

Fidelity

PKS

Description

Merit Financial Advisors, a national wealth management firm established in 1998, was built by advisors, for advisors, many of whom were once independent firm owners themselves. The firm’s mission is to provide coordinated, objective advice to help clients achieve their financial goals through professional wealth management. Merit Financial Advisors exists to enrich the lives of those it serves, with a mission to revolutionize the client experience by building the RIA of the future. Over the years, Merit has achieved exponential growth through organic growth, acquisitions, and the integration of financial advisors. As of March 31, 2024, Merit has completed 45 M&A transactions, including notable acquisitions such as Mersberger Financial Group, Biltmore Capital Advisors and Triad Financial Strategies. Merit Financial Advisors operates nationally, supporting both independent RIA and advisors affiliated with broker-dealers. The firm provides a wide array of advisory services including asset management, financial planning, retirement plan advice, participant and other consulting, employee wellness programs, and educational workshops. Merit targets clients across all segments, including business owners, retirees, individuals in transition (divorce, widowhood), high-net-worth individuals and families, and unique client niches such as AT&T, UPS, Toyota, and Chick-fil-A employees.

Locations

6415 E Lake Sammamish Pkwy SE Ste 100 Issaquah WA 98029

8826 Goodbys Executive Dr Ste B Jacksonville FL 32217

8490 E Crescent Pkwy Ste 110 Englewood CO 80111

725 N Hwy A1A Ste E109 Jupiter FL 33477

7000 Central Pkwy Ste 1650 Atlanta GA 30328

8198 S Jog Rd Ste 205 Boynton Beach FL 33472

8490 E Crescent Pkwy Ste 380 Englewood CO 80111

6140 S 104th East Ave Ste 100 Tulsa OK 74133

4747 Morena Blvd Ste 102 San Diego CA 92117

538 Durham Rd Newtown PA 18940

6140 S 104th E Ave Ste 100 Tulsa OK 74133

6140 S 104th E Ave Tulsa OK 74133

517 Monroe St Sheboygan Falls WI 53085

4565 Hilton Pkwy Ste 101 Colorado Springs CO 80907

4524 Dollar Dr West Bend WI 53095

3408 French Park Dr Edmond OK 73034

4235 Southstream Blvd Ste 100 Charlotte NC 28217

4400 Calumet Ave Ste 201 Manitowoc WI 54220

3595 Grandview Pkwy Ste 425 Birmingham AL 35243

33 Witherspoon St Ste 210 Princeton NJ 8542

316 E Broad St Westfield NJ 7090

2801 Network Blvd Ste 503 Frisco TX 75034

3100 Smoketree Ct Ste 1002 Raleigh NC 27604

2799 NW 2nd Ave Ste 101 Boca Raton FL 33431

2625 E Southlake Blvd Ste 100 Southlake TX 76092

2551 Lafayette Plaza Dr Albany GA 31707

21700 Copley Dr Ste 120 Diamond Bar CA 91765

1999 Broadway Ste 1415 Denver CO 80202

195 Danbury Rd Ste 140 Wilton CT 6897

2400 Lakeview Pkwy Ste 550 Alpharetta GA 30009

2350 E 3rd St Ste 6 Williamsport PA 17701

1919 N Pearl St Ste B2 Tacoma WA 98406

130 Harbour Place Dr Ste 250 Davidson NC 28036

1790 Atkinson Rd Ste C Lawrenceville GA 30043

131 N Rolling Meadows Dr Ste A Fond Du Lac WI 54937

1525 S Grove Ave Unit 202 Barrington IL 60010

131 E Main St Ste 201 Norman OK 73069

1205 S Main St Ste 325 Kalispell MT 59901

1160 Fond Du Lac Ave Sheboygan Falls WI 53085

1025 Old Roswell Rd Ste 102 Roswell GA 30076

1090 Elm St Ste 102 Rocky Hill CT 6067

1025 Old Roswell Rd Ste 104 Roswell GA 30076

116 3rd St De Pere WI 54115

111 S Post St Ste 2260 Spokane WA 99201

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Family Office Services

Exit Planning / Investment Banking Services

Hedge Fund Manager / Private Placement

Corporate Trustee Services

Recent News

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

Merit Financial Advisors Partners with Pillar Wealth Management Co., Adding Two New Offices in Wisconsin

Merit Financial Advisors Hires Captrust Alum To Steer M&A

David Wahlen will seek out potential new deals and help the leadership smooth the onboarding process for advisory firms.

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Match confidence

N/a

video Overview

Getting started

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

Welcome to the Buyer At a glance page!

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Show your interest

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No items found.

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Executive Compensation Planning

Family Office Services

Exit Planning / Investment Banking Services

Hedge Fund Manager / Private Placement

Corporate Trustee Services

Merit Financial Advisors

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Merit Financial Advisors's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Merit Financial Advisors

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Merit Financial Advisors's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

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