SEC Form ADV · CIK 1621225

MERIT FINANCIAL ADVISORS

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

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.