Merit Financial Advisors

Merit Financial Advisors (CRD# 142457) is a financial advisory firm headquartered in Alpharetta, GA. They manage $7,252,133,507 in 25,088 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
https://www.facebook.com/mersbergerfinancialgroup
By the Numbers
  • Total Assets Under Management
    7,252
    MILLION
  • Total Number of Accounts
    25,088
    ACCOUNTS
  • Average Account Value
    $289,068
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Merit Financial Advisors
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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