Merit Financial Advisors Are Closer Than You Think

Merit has nine 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

Boynton Beach, FL

boynton beach location (1)

8198 Jog Rd.
Suite #205
Boynton Beach, FL 33472

Charlotte, NC

davidson

4235 South Stream Blvd.
Suite 100
Charlotte, NC 28217

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

Palm Beach Gardens, FL

palm beach gardens location

12850 Oak Knoll Drive

Palm Beach Gardens, FL 33418

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)

15 River Road
Suite 15B

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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