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Merit Financial Advisors

meritfinancialadvisors.com
Merit Financial Advisors is a hybrid registered investment adviser and wealth management firm founded in 1998, serving mass-affluent and affluent investors across 55+ offices nationwide with $24.69 billion in assets as of January 1, 2026.
TLSBTHAJJMBATMSE
1998201-1000 emp
2400 Lakeview Pkwy, Alpharetta, Georgia
$100 Million to 250 Million revenue
Financial Services
NAICS 52
1202•••••41
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Companies like Merit Financial Advisors — Financial Services, 201-1000
“Primarily serves individual investors and households rather than business buyers.”
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Companies like Merit Financial Advisors — competitors and alternatives

CompanyWhat they doLocationSizeHiring
Merit Financial Advisorsmeritfinancialadvisors.com
Merit Financial Advisors is a hybrid registered investment adviser and wealth management firm founded in 1998, serving mass-afflueAlpharetta, Georgia201-1000
Fisher Investmentsfisherinvestments.com
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Fisher Investments is an independent, fee-only investment adviser founded in 1979 by Ken Fisher, operating three principal businesPlano, Texas5000+
Edward Jonesedwardjones.com
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Edward Jones is a North American financial services firm with more than 20,000 financial advisors serving more than 9 million clieSt. Louis, Missouri5000+
Ameriprise Financialameriprise.com
JMM(LS
Ameriprise Financial is a financial planning and advice firm with over 130 years of history, serving individual and institutional Minneapolis, Minnesota5000+
Raymond Jamesraymondjames.com
JGSDBO
Raymond James Financial, Inc. is a Florida-based diversified financial services firm founded in 1962 and publicly traded since 198St. Petersburg, Florida5000+
Charles Schwabschwab.com
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab TradiSan Francisco, California5000+
Vanguardvanguard.com
SAPKKS
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investmValley Forge, Pennsylvania5000+
Charlesstewartcharlesstewart.com
Northwestern Mutualnorthwesternmutual.com
MGMVTA
Northwestern Mutual is a U.S. life insurance and financial services company founded in 1857, headquartered in Milwaukee, WisconsinMilwaukee, Wisconsin5000+
Morgan Stanleymorganstanley.com
JFNAKA
Morgan Stanley is a global financial services firm with a 90-year history, operating in 42 countries to provide investment bankingNew York, New York5000+
Fidelityfidelity.com
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Bairdwealthbairdwealth.com
MMDGND
ml.com is the homepage for Merrill Lynch Wealth Management and Financial Services, a wealth management and financial services firm
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electronEnglewood, Colorado5000+
Merrill Edgemerrilledge.com
Merrill Edge is an online brokerage platform offering self-directed investment accounts, stock trading, and online investing serviArizona1001-5000
Goldman Sachsgoldmansachs.com
Goldman Sachs is a 157-year-old global financial institution operating at the center of capital markets, delivering execution acroNew York, New York5000+
Citigroupcitigroup.com
Citi is a global investment bank and financial services firm headquartered in the United States, operating across more than 180 co
Robinhoodrobinhood.com
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with fracMenlo Park, California1001-5000
Trowepricetroweprice.com
T. Rowe Price is a global asset management organization headquartered in Baltimore, Maryland, that actively manages equity, fixed Baltimore, Maryland5000+
Barclaysbarclays.com
Barclays is a diversified banking group with a 330+ year history, operating through Barclays Group, Barclays Investment Bank, and New York, New York5000+
Interactive Brokers LLCinteractivebrokers.com
Interactive Brokers LLC is a global brokerage and trading platform founded in 1977, offering stocks, ETFs, options, futures, spot Greenwich, Connecticut1001-5000
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Merit Financial Advisors is a hybrid registered investment adviser and wealth management firm founded in 1998, serving mass-affluent and affluent investors across 55+ offices natio
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Frequently asked questions about Merit Financial Advisors

What does Merit Financial Advisors do?

Merit Financial Advisors is a hybrid registered investment adviser and wealth management firm founded in 1998, serving mass-affluent and affluent investors across 55+ offices nationwide with $24.69 billion in assets as of January 1, 2026.

Who are Merit Financial Advisors's competitors?

Companies like Merit Financial Advisors include Fisher Investments, Edward Jones, Ameriprise Financial, Raymond James, Charles Schwab. See the full list of 24 competitors and alternatives above.

How many employees does Merit Financial Advisors have?

Merit Financial Advisors has approximately 201-1000 employees and is in the Financial Services industry.

Where is Merit Financial Advisors headquartered?

Merit Financial Advisors is headquartered in Alpharetta, Georgia.

What industry is Merit Financial Advisors in?

Merit Financial Advisors operates in the Financial Services industry.

Who are the decision-makers at Merit Financial Advisors?

Key decision-makers and buying contacts at Merit Financial Advisors are listed above, including leaders across executive, finance, sales and operations.