Independent RIA Partners
Independent financial advisors join Merit so they can maintain their independence while Merit provides administrative, operational and back office support and fuels growth.
in addition to the standard services provided by Registered Investment Advisors, we also provide:
- Quarterly Coaching Program
- Virtual Assistant
- Multi-custodial Platform
- Payroll, Benefits, 401(k) Resources
- M&A Support
- Recuriting Support
- Succession & Continuity Planning
- Project Management and Support
Are you looking to transition? Our transition team and their detailed 8-10 week timeline will ensure you are well taken care of.
- Understanding and evaluating your business
- Co-create transition plan of action
- Prepare your team
- Custodian and broker-dealer due diligence
- Prepare to repaper
- Preparing for day one
Our firm is led by seasoned advisors with vast experience and a multitude of industry credentials, who have a deep understanding of the needs of successful financial practitioners. We have a proven track record of exponential growth and in-depth knowledge of Broker-Dealer changes, clearing firm selections, and mergers and acquisitions.
Click the button below to learn more about Merit and becoming an RIA Partner.
Succession Planning and Maximizing Your Opportunities
Merit is strategic and thoughtful in our growth trajectory, seeking to align with the right kinds of advisors who share the philosophy and vision, as well as clients with similar values and beliefs.
The Merit team serves as a professional partner and coach for aligning advisors, equipping them with the tools and resources they need to be successful, expand their practice and grow as a professional.
We are dedicated to finding the right partners to become a part of our team. For long-term growth and to maximize impact through our continued merger and acquisition activities, we will benefit from partnering with other minded firms that provide significant synergies.
The objective is to expand our geographic reach, adding in-house expertise and supporting a larger group of advisors. Merit places an emphasis on diverse minds and empowering women within the financial services industry.
Merit Financial Group Receives Growth Investment From Wealth Partners Capital Group and Strategic Investor Group Led by HGGC
This new partnership provides the Georgia-based hybrid RIA with resources, capital, and expertise to accelerate M&A growth.
Click here to learn more
Click the button below to read our whitepaper on selling
What Our Partners Are Saying:
"Merit is always there for my team and I. They listen, they get things done and I know our relationship is important to them. Their team and their connections in the industry have been a true catalyst for our growth."
"One of the best decisions I ever made was to go independent. The second best
decision was to partner with Merit. They have provided compliance oversight, business support, and collaboration to help me focus on my client and growing my business. Merit is a firm with great people who truly want to help improve the lives of advisors and clients."
"My firm and I have thoroughly enjoyed our relationship with Merit. They helped us grow tremendously while at the same time obtaining their own exponential growth. Throughout these years I have always been able to talk to Rick Kent about issues when they arose. Additionally, the investment team has exceeded our expectations. Merit provides us with an exceptional leadership team and many more resources than when I originally joined them."