Merit Financial Advisors Are Closer Than You Think

Merit has six locations across the southeast and headquartered in Alpharetta, Ga. We have over 70 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 

Birmingham, AL

birmingham-source.fw

3595 Grandview Pkwy Dr, Suite 225
Birmingham, AL 35243

Charlotte, NC

davidson

2359 Perimeter Pointe Pkwy,
Charlotte, NC 28208

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

Sandy Springs, GA

alpharetta

750 Hammond Drive, NE
Building Two, Ste. 200
Atlanta, GA 30328

Southlake, TX

Merit Financial Advisors, LLC (1)

2625 E. Southlake Blvd.
Suite 100
Southlake, TX 76092

Wilton, CT

Merit Financial Advisors, LLC (2)

43 Danbury Rd.
Wilton, CT
06897

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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