MERIT FINANCIAL ADVISORS
Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness and financial planning.
MERIT FINANCIAL ADVISORS
Industry:
Financial Services Retirement Wealth Management
Founded:
2012-01-01
Address:
Alpharetta, Georgia, United States
Country:
United States
Website Url:
http://www.meritfinancialadvisors.com
Total Employee:
101+
Status:
Active
Contact:
+1 866-628-3508
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
SPF Domain Not Resolving Microsoft Exchange Online Office 365 Mail IPv6 Microsoft Azure DNS Cloudflare Hosting Cloudflare DNS EMoney
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-08-26 | Ceponis Financial Group | Ceponis Financial Group acquired by Merit Financial Advisors | N/A |
| 2022-08-05 | Brook Wealth Management | Brook Wealth Management acquired by Merit Financial Advisors | N/A |
| 2022-05-09 | Union Financial Advisors | Union Financial Advisors acquired by Merit Financial Advisors | N/A |
| 2022-04-05 | I.M. Wealth Care | I.M. Wealth Care acquired by Merit Financial Advisors | N/A |
| 2022-04-05 | Tedstrom Wealth Advisors | Tedstrom Wealth Advisors acquired by Merit Financial Advisors | N/A |
| 2021-08-02 | Consilium Financial Group | Consilium Financial Group acquired by Merit Financial Advisors | N/A |
Investors List
Wealth Partners Capital Group
Wealth Partners Capital Group investment in Private Equity Round - Merit Financial Advisors
HGGC
HGGC investment in Private Equity Round - Merit Financial Advisors
Official Site Inspections
http://www.meritfinancialadvisors.com Semrush global rank: 1.74 M Semrush visits lastest month: 13.55 K
- Host name: 104.21.42.38
- IP address: 104.21.42.38
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Merit Financial Advisors"
Merit Financial Advisors - LinkedIn
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 ...See details»
Merit Financial Advisors - Overview, News & Similar ... - ZoomInfo
View Merit Financial Advisors (www.meritfa.com) location , revenue, industry and description. Find related and similar companies as well as employees by title and much more.See details»
Merit Financial Advisors Review 2025 - AdvisorSearch.org
Feb 18, 2025 For our review of Merit Financial Advisors, we used regulatory data from the SEC to summarize the disciplinary history and conflicts of interest for the firm.See details»
Merit Financial Advisors is a 2024 Inc. 5000 honoree
Merit Financial Advisors: Award-winning national wealth management firm with over $8 billion in assets and over 10,000 clients.See details»
Merit Financial Advisors - Crunchbase Company Profile …
Merit Financial Advisors specializes in divorce services, loss of a spouse, wealth management, financial wellness, and financial planning.See details»
Merit Financial Advisors - Leadership Team | The Org
The Leadership Team at Merit Financial Advisors is responsible for setting the strategic direction and operational oversight of the company. Comprised of top executives, including the CEO, …See details»
About Us - Merit Financial Advisors
Jun 24, 2025 About Us The Merit model is anchored by core values and a relationship-based culture. Every member of the Merit team embodies these values and prioritizes relationships …See details»
Merit Financial Advisors Information - RocketReach
Merit Financial Advisors is a Financial Services, Wealth Management, and Retirement Planning company located in Alpharetta, Georgia with 174 employees. Find top employees, contact …See details»
Merit Financial Advisors - 2025 Company Profile & Team - Tracxn
Jun 21, 2025 Merit Financial Advisors is a funded company based in Alpharetta (United States), founded in 1995 by Rick Kent. It operates as a Wealth management firm. Merit Financial …See details»
Merit Joins Fidelity's Wealth Advisor Solutions® Program
Apr 10, 2025 For more information, please visit www.meritfinancialadvisors.com. Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.See details»
Support For Financial Advisors | Merit Financial Advisors
Jun 26, 2025 Looking for solutions and support for your team? We offer operational and investment support as well as succession planning solutions for Advisors.See details»
Merit Financial Advisors - Overview, News & Similar ... - ZoomInfo
View Merit Financial Advisors (www.meritfinancialadvisors.com) location in Georgia, United States , revenue, industry and description. Find related and similar companies as well as employees …See details»
Financial Advisor Reviews | Merit Financial Advisors
May 9, 2023 If you're looking for financial advisor reviews and testimonials, check out why so many people trust Merit Financial Advisors for their wealth management needs!See details»
Our Investment Philosophy - Merit Financial Advisors
Our Principles We have an investment philosophy based on six key principles which help guide our actions and are rooted in our beliefs. We believe these six principles are values that …See details»
Whom We Serve | Merit Financial Advisors
Jun 26, 2025 Are you looking for holistic financial planning and wealth management solutions? Merit prioritizes you and works to help meet your financial goals.See details»
Insights - Merit Financial Advisors
We focus on providing reliable and professional financial advice by establishing a genuine and long-lasting relationship with our clients.See details»
Merit Financial Advisors - Facebook
Happy Father’s Day from all of us at Merit. #FathersDay #FamilyAndFinance #MeritFinancialAdvisors #Gratitude #LeadershipAndLegacy Mid-year is the perfect checkpoint …See details»
Merit Financial Advisors Announces New Minority Investment …
9 hours ago Merit Financial Advisors ("Merit"), an Atlanta-based, rapidly growing national wealth management firm with $19.94 billion in assets under advisement, including $14.06 billion in …See details»
Brian Andrew - EVP, Chief Investment Officer - LinkedIn
Creating solutions to aid clients in achieving their objectives. · Uncovering clients’ stories and using our planning and investing capabilities to tell it while providing the education needed ...See details»
Merit Financial Advisors - YouTube
Investment Advice offered through Merit Financial, LLC, an SEC-registered investment advisor.See details»