MERIT FINANCIAL ADVISORS

2400 Lakeview Parkway
Suite 550
Alpharetta, Georgia 30009
Tel: 678-867-7050

About MERIT FINANCIAL ADVISORS

MERIT FINANCIAL ADVISORS, formally registered with the SEC as MERIT FINANCIAL ADVISORS. The firm was established in 01/31/2007. They have over 60 offices throughout the country.

MERIT FINANCIAL ADVISORS is a Alpharetta, Georgia based Financial Planning firm with nearly $10,576,048,244 assets under management, offering retirement planning & investment advisory services to 31882 clients. The firm is staffed with 279 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142457
SEC#	801-67462
Assets Managed by Firm	$10,576,048,244
No. of Clients	31882
No. of Advisors	279

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (CONSULTING FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	31882	$10,576,048,244
Individuals (other than high net worth individuals)	11609	$3,900,574,262
High net worth individuals	2566	$5,390,409,128
Pension and profit sharing plans	13	$11,571,732
Charitable organizations	52	$172,751,155
Corporations or other businesses	177	$1,100,741,967

More Retirement Planning firms in Alpharetta, Georgia:

Firm Name	Assets Under Management	Total Clients	Total Advisors
INVESCO ADVISERS, INC. 1331 Spring Street Nw, Suite 2500 Atlanta, GA, 30309	$746,325,416,693	38517	2895
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Street, 2nd Floor Atlanta, GA, 30303	$61,369,856,545	124201	2105
EARNEST PARTNERS, LLC 1180 Peachtree Street Ne, Suite 2300 Atlanta, GA, 30309	$35,289,452,223	7542	44
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$33,827,869,628	39	879
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$33,178,196,876	12286	28

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