InvestmentNews | 09/01/2021 | Kay Lynn Mayhue Discusses Four Key Olympic Lessons for Advisors
Each of these moments, and the countless others that made the Tokyo Olympics so memorable, provide important learning opportunities across disciplines, including for those of us in the financial services space. Here are the top four lessons I walked away with and will strive to instill in my team:Read More
Inc. Magazine | 08/17/2021 | Merit Financial Advisors recognized on Inc. 5000 Top Growing Companies
Merit Financial Advisors is thrilled to have earned a place on the Inc. 5,000 Fastest Growing Companies list for the 2021 award year. The list is a round-up of the top private companies in the country that have successfully achieved growth in the last several years.Read More
Rethinking65 | 08/04/2021 | Zac Beckerley discusses C-Suite Executive Retirement Plans
Zac Beckerley, Wealth Manager here at Merit, was recently featured by Rethinking65 discussing the top takeaways for advisors when working with this group.Read More
Business Wire | 08/02/2021 | Merit Financial Advisors has purchased Consilium Financial.
$5.6bn Private Equity-backed hybrid buys Atlanta practice. Merit Financial Advisors, an affiliate of Wealth Partners Capital Group and HGGC, has purchased $291m Consilium Financial.Read More
Advisors Perspective | 07/21/2021 | Doug Blanton Shares Merit's Perspective on the Delta Variant
Chief Investment Officer, Doug Blanton, to learn his perspective on the new outbreak of the Delta Variant of COVID-19.Read More
FA Magazine | 07/12/2021 | Stephen Frick Talks Next Generation
Wealth Manager, Stephen Frick, discusses the importance of building relationships with the next generation.Read More
InvestmentNews | 07/01/2021 | Podcast Featuring Kay Lynn Mayhue
In the 50th episode of Her Success Matters, Christine Shaw is joined by Kay Lynn Mayhue, a 25-year industry veteran and president of Merit Financial Advisors.Read More
RIA Intel | 05/03/2021 | Rick Kent's Featured Article on How He Started Merit
Rick Kent, Founder and CEO of Merit Financial Advisors, explains how he built a large company and the new strategies required to maintain its momentum.Read More
Rethinking65 | 03/24/2021 | Kay Lynn Mayhue Shares Themes Concerning The Impact Of M&A Activity
Merit's President, Kay Lynn Mayhue, shares three significant factors concerning the impacts M&A activity can have on clients.Read More
U.S. News & World Report | 03/05/2021 | Rick Kent Offers Insight On Succession Planning
Our Founder and CEO, Rick Kent, offers insight on succession planning. He notes, “It is never too early to begin discussion related to succession planning, and knowing your priorities is a key component.”Read More
InvestmentNews | 03/02/2021 | Kay Lynn Mayhue Shares Strategies For High Earners
With potential changes to retirement plan rules in mind, Kay Lynn Mayhue, President of Merit shares strategies for high earners.Read More
InvestmentNews | 02/22/2021 | Capital Partner Helps Expand Merit's Capabilities
Wealth Partners Capital Group, a new minority partner, will help Merit expand its capabilities and client offerings.Read More
Business Wire | 02/13/2021 | Union Financial Joins Merit’s RIA
Merit, a hybrid registered investment adviser (“RIA”), is adding Union Financial Advisors, LLC (“Union Financial”) to its Independent Advisor Partner platform.Read More
Business Wire | 01/11/2021 | Merit Receives Capital Partner
Merit aligns with a new minority strategic partner, Wealth Partners Capital Group, LLC, in an effort to help grow capabilities and increase client offerings.Read More
LPL Financial | 09/05/2020 | Reason Financial Joins Merit’s RIA
LPL Financial and Merit Financial Group Welcome Reason Financial to their RIA platform.Read More
PR Newswire | 03/13/2018 | Botsford Financial, FDS and Merit Strategic Combination
Merit Financial Advisors announces strategic combination with Botsford Financial Group and Financial Development SystemsRead More
As Seen In
*Merit is not affiliated with LPL Financial as the article states. Merit and LPL Financial are separate entities.
**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.
Best Places to Work for Financial Advisors 2018, 2019 , 2020, & 2021 Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.
Barron’s 2021 Top 100 Private Wealth Management Teams, The teams are ranked on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases. The rankings are meant as a starting point for clients looking for an advisor—a first-pass vetting that can help investors narrow a search. Every advisor will have his or her own approach to investing, financial planning, and other services.
The Forbes Best-in-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes or SHOOK Research receives a fee in exchange for rankings.
The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
2017, 2018, 2020 Financial Times 300 Top Registered Investment Advisers evaluates SEC registered investment advisers that reported at least $300 million in assets under management and were selected based on the following criteria: adviser AUM, asset growth, the company’s age, industry certifications of key employees, SEC compliance record and online accessibility.
The Forbes ranking of Top 100 Independent Advisor is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.
The Georgia Fast 40 for 2019 was award by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million, and have three years of verifiable revenue and employment growth.