Merit Financial Advisors

RIASEC Registered

Total AUM

$23.9B

Discretionary

$23.9B

100% of AUM

Avg account

$1.2M

Accounts

20,710

Employees

470

Advisory reps

298

Firm details

Headquarters: Alpharetta, Georgia
CRD number: 142457
Registered since: January 31, 2007
Website: www.meritfinancialadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI47.45%
Individuals27.88%
Pension & Profit Sharing Plans18.45%
Corporations / Businesses5.38%
Charitable Organizations0.84%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Merit Financial Advisors is an independent registered investment adviser operating as an LLC that focuses on wealth management for individuals, families and institutions. The firm is registered with the SEC (initial registration in 2007) and describes itself as a capital allocator that combines portfolio management and financial planning with a range of fee arrangements, including asset-based fees, hourly billing and fixed fees. Its business footprint includes broker-dealer activity and insurance and accounting services alongside advisory work, and its advisory scope lists portfolio management for individuals, small businesses and institutions, selection of other advisers, financial planning and educational workshops. The firm has received multiple industry recognitions over recent years from outlets including Financial Times, Forbes, Barron’s, Citywire and AdvisorHub.