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MERIT FINANCIAL ADVISORS
MERIT FINANCIAL GROUP, LLC
CRD 142457 · SEC 801-67462
2400 LAKEVIEW PARKWAY, SUITE 550, ALPHARETTA, GA, 30009, United States
Phone
678-867-7050
Fax
678-867-7060
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$23.88B
Discretionary AUM
$23.87B
Team
470 total employees; 229 advisory reps; 3 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15696 | $6.66B |
| High net worth individuals | 4344 | $11.33B |
| Pension/profit sharing plans | 434 | $4.41B |
| Charitable organizations | 52 | $201.1M |
| Other investment advisers | 1 | $14K |
| Corporations/business entities | 184 | $1.28B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.youtube.com/@meritfinancialadvisors
- http://www.plansmartandretirewell.com
- https://whatsyourwealthstrategy.libsyn.com/
- HTTPS://X.COM/MERITFINADVISOR
- https://www.meritfinancialadvisors.com/
- https://x.com/wellreasoned
- https://www.youtube.com/@yourretirementcoachga
- https://www.facebook.com/YourRetirementCoachGA
- https://www.instagram.com/yourretirementcoachga/
- https://yourreason.com/
- https://www.facebook.com/MersbergerFinancialGroup
- https://www.facebook.com/reasonfinancial/
- https://www.linkedin.com/company/yourreason/
- https://www.facebook.com/MeritFinancialGroup
- HTTP://WWW.MERITFA.COM
- https://www.whencaniretire.us
- https://www.instagram.com/meritfinadvisor/
- https://www.linkedin.com/company/meritfinancialadvisors
Official SEC filing: View on IAPD