Disclosures
Important Disclosures
**Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
*** CDs are FDIC insured to specific limits and offer a fixed rate of return if held to maturity, whereas investing in securities is subject to market risk including loss of principal.
InvestmentNews RIA Firm of the Year (2024, 2025)
Merit Financial Advisors was named InvestmentNews RIA Firm of the Year for 2024 and 2025. Merit was notified of this recognition in June 2024 (for the 2024 award year) and June 2025 (for the 2025 award year).
Barron’s Top RIA Firm (2023–2025)
Merit Financial Advisors was ranked as a Barron’s Top RIA Firm for 2023, 2024, and 2025. Merit was notified of this recognition in September 2023 (for the 2023 award year), September 2024 (for the 2024 award year), and September 2025 (for the 2025 award year).
Forbes Top RIA Firm (2022–2025)
Merit Financial Advisors was recognized as a Forbes Top RIA Firm for 2022, 2023, 2024, and 2025. Merit was notified of this recognition in October 2022 (for the 2022 award year), October 2023 (for the 2023 award year), October 2024 (for the 2024 award year), and October 2025 (for the 2025 award year).
Barron’s Top 100 Private Wealth Management Teams (2021, 2023)
Merit Financial Advisors was named to Barron’s Top 100 Private Wealth Management Teams for 2021 and 2023. Merit was notified of this recognition in April 2021 (for the 2021 award year) and April 2023 (for the 2023 award year).
Fee / Compensation Disclosure (covers all awards)
Merit Financial Advisors did not pay any fees to apply for, be considered for, or be selected for these awards. Merit did pay a licensing fee to use certain award logos and related promotional materials in marketing communications.
Merit exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future. As your trusted financial partner, we support you through life’s challenges, transitions, and victories. Merit is an award-winning wealth management firm providing comprehensive financial planning, investment, and wealth management services. Our relationship-based culture is built on integrity, respect, and core values. Headquartered in Atlanta, GA, with offices nationwide, we are dedicated to serving you and your loved ones. Recognized by Forbes and Barron’s, we relentlessly align your long-term goals with innovative financial strategies to build your tomorrow, together.
Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.
Merit’s Awards and Accolades:
**Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
*** CDs are FDIC insured to specific limits and offer a fixed rate of return if held to maturity, whereas investing in securities is subject to market risk including loss of principal.
InvestmentNews RIA Firm of the Year (2024, 2025)
Merit Financial Advisors was named InvestmentNews RIA Firm of the Year for 2024 and 2025. Merit was notified of this recognition in June 2024 (for the 2024 award year) and June 2025 (for the 2025 award year).
Barron’s Top RIA Firm (2023–2025)
Merit Financial Advisors was ranked as a Barron’s Top RIA Firm for 2023, 2024, and 2025. Merit was notified of this recognition in September 2023 (for the 2023 award year), September 2024 (for the 2024 award year), and September 2025 (for the 2025 award year).
Forbes Top RIA Firm (2022–2025)
Merit Financial Advisors was recognized as a Forbes Top RIA Firm for 2022, 2023, 2024, and 2025. Merit was notified of this recognition in October 2022 (for the 2022 award year), October 2023 (for the 2023 award year), October 2024 (for the 2024 award year), and October 2025 (for the 2025 award year).
InvestmentNews Best Places to Work for Financial Advisers (2018–2026)
Merit Financial Advisors was recognized as one of InvestmentNews Best Places to Work for Financial Advisers for the award years 2018 through 2026. Merit was notified of this recognition in December of each year from 2018 through 2025, corresponding to the 2018–2026 award years, respectively.
Barron’s Top 100 Private Wealth Management Teams (2021, 2023)
Merit Financial Advisors was named to Barron’s Top 100 Private Wealth Management Teams for 2021 and 2023. Merit was notified of this recognition in April 2021 (for the 2021 award year) and April 2023 (for the 2023 award year).
Inc. 5000 (2019–2025)
Merit Financial Advisors was included on the Inc. 5000 list for 2019 through 2025. Merit was notified of this recognition in August of each year from 2019 through 2025, corresponding to the 2019–2025 award years, respectively.
Fee / Compensation Disclosure (covers all awards)
Merit Financial Advisors did not pay any fees to apply for, be considered for, or be selected for these awards. Merit did pay a licensing fee to use certain award logos and related promotional materials in marketing communications.
**Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
*** CDs are FDIC insured to specific limits and offer a fixed rate of return if held to maturity, whereas investing in securities is subject to market risk including loss of principal.
InvestmentNews RIA Firm of the Year (2024, 2025)
Merit Financial Advisors was named InvestmentNews RIA Firm of the Year for 2024 and 2025. Merit was notified of this recognition in June 2024 (for the 2024 award year) and June 2025 (for the 2025 award year).
Barron’s Top RIA Firm (2023–2025)
Merit Financial Advisors was ranked as a Barron’s Top RIA Firm for 2023, 2024, and 2025. Merit was notified of this recognition in September 2023 (for the 2023 award year), September 2024 (for the 2024 award year), and September 2025 (for the 2025 award year).
Forbes Top RIA Firm (2022–2025)
Merit Financial Advisors was recognized as a Forbes Top RIA Firm for 2022, 2023, 2024, and 2025. Merit was notified of this recognition in October 2022 (for the 2022 award year), October 2023 (for the 2023 award year), October 2024 (for the 2024 award year), and October 2025 (for the 2025 award year).
InvestmentNews Best Places to Work for Financial Advisers (2018–2026)
Merit Financial Advisors was recognized as one of InvestmentNews Best Places to Work for Financial Advisers for the award years 2018 through 2026. Merit was notified of this recognition in December of each year from 2018 through 2025, corresponding to the 2018–2026 award years, respectively.
Barron’s Top 100 Private Wealth Management Teams (2021, 2023)
Merit Financial Advisors was named to Barron’s Top 100 Private Wealth Management Teams for 2021 and 2023. Merit was notified of this recognition in April 2021 (for the 2021 award year) and April 2023 (for the 2023 award year).
Inc. 5000 (2019–2025)
Merit Financial Advisors was included on the Inc. 5000 list for 2019 through 2025. Merit was notified of this recognition in August of each year from 2019 through 2025, corresponding to the 2019–2025 award years, respectively.
Fee / Compensation Disclosure (covers all awards)
Merit Financial Advisors did not pay any fees to apply for, be considered for, or be selected for these awards. Merit did pay a licensing fee to use certain award logos and related promotional materials in marketing communications.