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 48 offices throughout the country.

MERIT FINANCIAL ADVISORS is a Alpharetta, Georgia based Financial Planning firm with nearly $5,522,570,668 assets under management, offering retirement planning & investment advisory services to 19368 clients. The firm is staffed with 217 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	142457
SEC#	801-67462
Assets Managed by Firm	$5,522,570,668
No. of Clients	19368
No. of Advisors	217

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees
Other(CONSULTING FEES)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	19368	$5,522,570,668
Individuals (other than high net worth individuals)	7074	$2,016,186,293
High net worth individuals	2022	$3,400,415,668
Pension and profit sharing plans	6	$3,526,980
Charitable organizations	18	$29,583,672
Corporations or other businesses	34	$72,858,055

Inquire with MERIT FINANCIAL ADVISORS

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	$738,307,405,774	32911	3060
TRUIST ADVISORY SERVICES, INC. 303 Peachtree Center Avenue, Truist Garden Offices Suite 140 Atlanta, GA, 30303	$53,169,938,577	125600	2842
VOYA INVESTMENT MANAGEMENT LLC 5780 Powers Ferry Road Nw, Suite 300 Atlanta, GA, 30327-4349	$36,456,698,506	10	880
ATLANTA CAPITAL 1075 Peachtree Street Ne, Suite 2100 Atlanta, GA, 30309-3912	$31,849,152,281	25685	37
ROARK CAPITAL MANAGEMENT, LLC 1180 Peachtree Street Ne, Suite 2500 Atlanta, GA, 30309-3521	$30,525,816,142	16	106

Explore More Retirement Advisors in Alpharetta, Georgia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.