Growth, Succession, and Scale
Real Advisors, Real Journeys
From Overwhelmed to Empowered With Merit by Your Side
Discover how advisors like you turned overwhelm into opportunity with a partner that respects your past and invests in your future. Hear how advisors like you transformed their practices and their lives by partnering with Merit. From succession planning to strategic growth, discover what's possible when you have the right partner by your side.
"Merit has been an outstanding partner. From day one, they’ve delivered exceptional support, innovative resources, and a strong tech stack that continues to evolve. Our team and clients have truly benefited, and we couldn’t be happier with our decision to join the Merit family."
~ Josh and Zach Mersberger, Managing Principals Sheboygan Falls, WI
"Having completed a number of successful strategic partnerships over the past few years, I know how important it is to find the right cultural fit. Merit’s resources and expertise have provided our team with the critical support we need to continue our growth and better serve our clients."
~ Tait Lane, Managing Principal Seattle, WA
"As a $500M RIA owner, I realized that to truly serve wealthy clients, grow my team, and build shareholder value, we needed resources and scale. Partnering with Merit allowed us to deliver more to clients, empower employees with more responsibilities, and accelerate growth impossible on my own."
~ Tyler Vernon, Managing Principal Boca Raton, FL
Merit in One Word
Watch Their Stories
Every advisor's journey is unique. But the challenges you face, from scaling efficiently, planning your exit, to managing operational complexity, are remarkably universal.
The advisors you're about to meet each reached a crossroads. Some were drowning in back-office tasks. Others were ready to unlock their firm's value. A few were searching for the right succession partner. What they all found was something bigger: a partnership that didn't just solve their immediate challenges, but opened doors they didn't even know existed.
Explore four distinct advisor paths, and discover how the right partner made all the difference.
Scroll down, then pick a date and time.
Explore Four Distinct Advisor Paths and Discover How the Right Partner Made All the Difference
Succession
Community
Efficiency
Growth
"Merit has been an outstanding partner. From day one, they’ve delivered exceptional support, innovative resources, and a strong tech stack that continues to evolve. Our team and clients have truly benefited, and we couldn’t be happier with our decision to join the Merit family."
~ Josh and Zach Mersberger, Managing Principals Sheboygan Falls, WI
"Having completed a number of successful strategic partnerships over the past few years, I know how important it is to find the right cultural fit. Merit’s resources and expertise have provided our team with the critical support we need to continue our growth and better serve our clients."
~ Tait Lane, Managing Principal Seattle, WA
"As a $500M RIA owner, I realized that to truly serve wealthy clients, grow my team, and build shareholder value, we needed resources and scale. Partnering with Merit allowed us to deliver more to clients, empower employees with more responsibilities, and accelerate growth impossible on my own."
~ Tyler Vernon, Managing Principal Boca Raton, FL
The advisors you just heard from didn't wait for the perfect moment they created it. They took one conversation and turned it into the transformation their practices needed.
Your story could be next.
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$19.94 Billion* in Assets Served
*$14.06 billion in advisory, $2.6 billion in brokerage assets, $3.28 billion in retirement plan and ESOP assets. As of June 30, 2025.
26,000+ Households Served Nationwide
48 Offices Across the Country
300+ Team Members
Your Journey Can Start Today
- Financial Transparency – Clear, fair compensation with no hidden fees
- Operational Freedom – Retain your client relationships and philosophy
- Strategic Growth – Tap into advanced tech, marketing, and practice support
- Succession Security – Flexible pathways to protect your life’s work
- Cultural Fit – Join a community of growth-minded, client-first advisors
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