Sign in
Create a free account
MERIT FINANCIAL ADVISORS
ALPHARETTA, GA
678-867-7050
SEC #801-67462Total AUM
$23.9B
Employees
470Clients
20,711Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2400 LAKEVIEW PARKWAY
SUITE 550
ALPHARETTA
GA 30009
United States
SUITE 550
ALPHARETTA
GA 30009
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
678-867-7050
Other Offices
65
Financials
Total AUM
$23.9B
Accounts
20,710Discretionary
$23.9B
Accounts
20,702Non-Discretionary
$5.4M
Accounts
8
Clients
Individual Clients
15,696AUM
$6.7B
HNW Individual Clients
4,344AUM
$11.3B
Pension/Profit Sharing Plan Clients
434AUM
$4.4B
Charitable Organization Clients
52AUM
$201.1M
Investment Advisor Clients
1AUM
$14.1K
Corporation or Business Clients
184AUM
$1.3B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.