Wealth Manager
    SEC Registered
    Manages Private Funds

    Merit Financial Advisors

    Registered investment advisor · Alpharetta, Georgia · CRD #142457

    Assets Under Management
    $23.9B
    Client Accounts
    20,710
    Employees
    470
    CRD Number
    142457
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Merit Financial Advisors

    Merit Financial Advisors is a hybrid registered investment adviser based in Atlanta, Georgia, established in 1998. The firm manages $20.78 billion in assets and serves over 26,000 households across more than 55 offices with a team of over 350 professionals. As an independent RIA, Merit operates under a fiduciary standard, ensuring that advisors act in the best interests of their clients. The firm provides a range of financial services, including personalized financial planning, wealth managemen

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Merit Financial Advisors

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    Frequently Asked Questions

    What is Merit Financial Advisors's AUM?

    Merit Financial Advisors reports approximately $23.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Merit Financial Advisors headquartered?

    Merit Financial Advisors is headquartered in Alpharetta, Georgia.

    What is Merit Financial Advisors's CRD number?

    Merit Financial Advisors's CRD number is 142457. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Merit Financial Advisors manage?

    Merit Financial Advisors manages approximately 20,710 client accounts according to its latest SEC filing.

    Is Merit Financial Advisors SEC registered?

    Yes, Merit Financial Advisors is registered with the SEC as an investment adviser with an approved registration status.

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