Merit Financial Advisors
Alpharetta, GA·SEC-registered · CRD #142457
Merit Financial Advisors is an SEC-registered investment advisory firm in Alpharetta, GA managing $24B across 21k client accounts, with 229 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$24B
Client accounts
21k
Advisory staff
229
Fee model
Fee-based
How Merit Financial Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL MERIT FINANCIAL ADVISORS
See how Merit compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Merit Financial Advisors. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Merit Financial Advisors? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Merit Financial Advisors
How much does Merit Financial Advisors manage?
Per its most recent SEC Form ADV filing (06/08/2026), Merit Financial Advisors reports $24B in regulatory assets under management across roughly 21k client accounts.
How does Merit Financial Advisors charge?
Merit Financial Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Merit Financial Advisors a fiduciary?
Yes. Merit Financial Advisors is registered with the U.S. Securities and Exchange Commission (CRD #142457), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Merit Financial Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Merit Financial Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Alpharetta, GA
Profile compiled from Merit Financial Advisors's public SEC Form ADV filing (CRD #142457, filed 06/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Merit Financial Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Merit Financial Advisors? Claim this profile.