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Merit Financial Advisors

Alpharetta, United States (US) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

Jul 2026

Merit Financial Advisors is a Finance and Banking company based in Alpharetta, United States (US), founded in 1998, with 200-500 employees. Merit Financial Advisors's profile is verified on Enterprise League.

Overview

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.

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Contact Details

info@meritfinancialadvisors.com

Alpharetta, United States (US), 2400 Lakeview Parkway

+45

Founded

1998

Employees

200-500

Keywords

#wealth management

#retirement planning

#risk mitigation

#investment management

#divorcees

#estate planning

#financial planning

#mergers & acquisitions

#independent advisors

#widowhood

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