Merit has a total of 28 locations and is headquartered in the Atlanta area. We have over 130 hardworking employees and partners dedicated to our mission to
Building Your Tomorrow, Together.
Merit also provides Office of Supervisory Jurisdiction (OSJ) and Registered Investment Advisory services to our Independent Advisor Partners. 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.
Albany, GA
Alpharetta, GA (HQ)
Birmingham, AL
Boynton Beach, FL
Boca Raton, FL
Charlotte, NC
Davidson, NC
Denver, CO
Greenwood Village, CO
Frisco, TX
Jacksonville, FL
Oklahoma
Princeton, NJ
Raleigh, NC
Roswell, GA
Sandy Springs, GA
Southlake, TX
Wilton, CT
Independent Advisor Partners
Merit also provides Office of Supervisory Jurisdiction (OSJ) and Register Investment Advisory services to our Independent Advisor Partners.