Merit has 11 locations and is headquartered in the Atlanta area. We have nearly 100 hardworking employees dedicated to our mission to reinvent financial relationships.
Merit also provides Office of Supervisory Jurisdiction (OSJ) services to our 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)
Birmingham, AL
Boynton Beach, FL
Charlotte, NC
Davidson, NC
Frisco, TX
Jacksonville, FL
Sandy Springs, GA
Southlake, TX
Wilton, CT
Independent Advisor Partners
Merit provides Office of Supervisory Jurisdiction (OSJ) services to the following Independent Advisor Partners through our Register Investment Advisor Platform.