Merit Financial Advisors
Finance · Georgia, United States · 201-500 Employees
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Overview
Headquarters
Alpharetta, Georgia, United StatesWebsite
www.meritfa.comRevenue
$17.4 MillionIndustry
ZI Rank: 5
Signal Type
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ZI Rank
3
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5
About Merit Financial Advisors
Merit Financial Group, LLC, doing business as Merit Financial Advisors ("Merit"), is a national wealth management firm that supports both the independent broker-dealer and RIA models. Based in Atlanta, Georgia, Merit has 24 additional offices throughout the U.S. and managed $5.59 billion in assets as of June 30, 2021 ($3.53 billion in advisory, $1.95 billion in brokerage assets and with $112 million in assets under advisement). Merit's mission is to establish and exceed the financial goals of its clients, while also providing its advisors and offices with practice management resources, an industry leading technology platform and the investment expertise needed to drive growth and deliver a superior client experience.Explore more
Merit Financial Advisors Org Chart
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2020
Debt
$1M
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Merit Financial Advisors News & Media
Merit Financial Advisors Announces Strategic National Collaboration with The Pioneers Volunteer Network
Financial wellness-based resources, tools, videos, and events will be offered free of charge to 465,000 telecom volunteers ATLANTA, March 6, 2024 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth...Merit Financial Advisors Introduces Merit Amplify, Independent Advisor Affiliation Model
New model offers flexible solutions for advisory firms looking for additional support while preserving their independence ATLANTA, Feb. 22, 2024 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a national wealth management firm with over $10 billion in assets under management, today...Merit Financial Advisors Hires Brian Andrew as Chief Investment Officer
Brian joins Merit from Johnson Financial Group, bringing three decades of experience ATLANTA, Jan. 12, 2024 /PRNewswire/ -- Merit Financial Advisors ("Merit"), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth...Merit Financial Upgrades Client Experience with the Nitrogen Growth Platform
AUBURN, Calif.--(BUSINESS WIRE)-- #Fintech--Nitrogen, the company that is revolutionizing how financial advisors and wealth management firms grow, today announced the deployment of its growth platform to Merit Financial Advisors (“Merit”). Merit is a national registered investment advisor (RIA) firm that specializes in financial planning and wealth management solutions for high-net-worth (HNW) individuals and families. Effective immediately, Merit’s advisors will gain access to Nitrogen’s suite
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Merit Financial Group, LLC, doing business as Merit Financial Advisors ("Merit"), is a national wealth management firm that supports both the independent broker-dealer and RIA models. Based in Atlanta, Georgia, Merit has 24 additional offices throughout the U.S. and managed $5.59 billion in assets as of June 30, 2021 ($3.53 billion in advisory, $1.... Read More
