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MERIT FINANCIAL ADVISORS
Legal name: MERIT FINANCIAL GROUP, LLC
CRD 142457File 801-67462
APPROVED
Retail clients
Custody
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$23.88B
Top 10% of cohort (national)
Discretionary AUM
$23.87B
Non-discretionary $5.4M
Clients
20,711
20,710 accounts
Employees
470
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 31, 2007
- Principal office
- 2400 LAKEVIEW PARKWAY, SUITE 550, ALPHARETTA, GA, 30009
- Phone
- 678-867-7050
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $23.88B
- Discretionary AUM
- $23.87B
- Non-discretionary AUM
- $5.4M
- Discretionary accounts
- 20,702
- Non-discretionary accounts
- 8
- Total accounts
- 20,710
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 184 | $1.28B |
| Charitable organizations | 52 | $201.1M |
| Other investment advisers | 1 | $14K |
| High net worth individuals | 4,344 | $11.33B |
| Pension and profit sharing plans | 434 | $4.41B |
| Individuals (other than high net worth individuals) | 15,696 | $6.66B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — CONSULTING FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.