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)
2400 Lakeview Parkway Suite 550
Alpharetta, GA 30009
Birmingham, AL
3595 Grandview Pkwy Dr, Suite 225
Birmingham, AL 35243
Charlotte, NC
4235 South Stream Blvd.
Suite 100
Charlotte, NC 28217
Davidson, NC
130 Harbour Place Dr,
Suite 250
Davidson, NC 28036
Frisco, TX
3001 Dallas Pkwy,
Suite 100
Frisco, TX 75034
Jacksonville, FL
8826 Goodby’s Executive Dr, Suite B
Jacksonville, FL 32217
Palm Beach Gardens, FL
12850 Oak Knoll Drive
Palm Beach Gardens, FL 33418
Sandy Springs, GA
750 Hammond Drive, NE
Building Two, Ste. 200
Atlanta, GA 30328
Southlake, TX
2625 E. Southlake Blvd.
Suite 100
Southlake, TX 76092
Wilton, CT
43 Danbury Rd.
Wilton, CT
06897
Worksite Financial Wellness
Merit provides a turn-key financial wellness solution to companies, individuals, advisors, and benefit providers.
Independent Advisor Partners
Merit provides Office of Supervisory Jurisdiction (OSJ) services to the following Independent Advisor Partners through our Register Investment Advisor Platform.