Merit Financial Advisors Are Closer Than You Think

Merit has six locations across the southeast and headquartered in Alpharetta, Ga. We have over 60 hardworking employees dedicated to our mission to reinvent financial relationships.

Independent Advisor Partners: Merit provides Office of Supervisory Jurisdiction (OSJ) services to the following Independent Advisor Partners through our Register Investment Advisor Platform. Meet Our Partners

We strive to exceed client expectations by providing the best possible service while helping clients feel confident about establishing and targeting their financial goals.

Alpharetta, GA (HQ)

alpharetta

2400 Lakeview Parkway Suite 550, Alpharetta, Ga 30009 

Atlanta, GA

atlanta

750 Hammond Dr NE, Bldg Two  Atlanta, GA
30328

Birmingham, AL

birmingham-source.fw

3595 Grandview Pkwy Dr, Suite 225 Birmingham, Alabama 35243

Davidson, NC

davidson

130 Harbour Place Dr, Suite 250 Davidson, NC 28036

Frisco, TX

frisco

3001 Dallas Pkwy, Suite 100 Frisco,
TX 75034

Jacksonville, FL

jacksonville

8826 Goodby’s Executive Dr, Suite B Jacksonville, FL 32217

Worksite Financial Wellness

Merit provides a turn-key financial wellness solution to companies, individuals, advisors, and benefit providers.

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Independent Advisor Partners

Merit provides Office of Supervisory Jurisdiction (OSJ) services to the following Independent Advisor Partners through our Register Investment Advisor Platform.

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