SEC Form ADV · CIK 1621225

MERIT FINANCIAL ADVISORS

Firm profile: Merit Financial Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserGA

$23.9B

Assets Under Management

20,710

Total Clients

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Registration Details

CIK: 1621225
Accession: CRD-142457
Location: ALPHARETTA, GA
Filing Date: March 31, 2026
AUM: $23.9B
Total Clients: 20,710
Amendment: No
SEC EDGAR: View original filing →

Client Types

$10 billion - $50 billion

About this Adviser

MERIT FINANCIAL ADVISORS is a registered investment adviser headquartered in ALPHARETTA, GA, managing approximately $23.9B in assets across 20,710 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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