Join us via Merit Amplify! When you plug into Merit, you will maintain autonomy and control while receiving the unmatched support needed for exponential growth. You can achieve the independence you desire, but you are never alone.
Plug Into Merit Amplify
When you plug into Merit, you will maintain your independence while benefiting from access to our supportive team, systems, and resources.
Unlock Back Office Support
You will have access to our operations, compliance, and HR support, including health benefits. You remain focused on enriching client relationships while we take care of everything else.
We understand that the payout plays a role in choosing your RIA partner. That is why Merit offers very competitive payouts along with a suite of services and support.
Premium Investment Solutions
Utilization of Merit’s team of portfolio managers and traders, along with a diverse menu of customized investment solutions, frequent market commentary and updates.
Utilize Our Technology Stack
We empower our advisors with an exceptional array of practice management resources and cutting-edge technology platforms.
Pathway to Partnership
Merit’s active M&A strategy allows you to trade your independence for partnership and provides lucrative succession opportunities when it is time to monetize your business.
Business Continuity and
Secure the lasting continuity of your firm by amplifying a succession plan that is uniquely tailored to facilitate a gradual internal transition to the next generation of advisors.
Merit Mastermind Community
Unlock resources, peer support, and insights from Merit's leadership team on growing enterprise value and developing high-capacity teams, fostering a culture and team for future growth.
Merit Team Members and Partners
Across the U.S.
*$7.15 billion in advisory, $2.7 billion in brokerage assets, and $242 million in assets under advisement. As of December 31, 2023.
Fuel Your Impact, Enrich Your Clients
Merit Financial Advisors exists to enrich the lives of those we serve. Our mission is to revolutionize the client experience by building the RIA of the future.
Is Merit Amplify Right For You?
You want to remain independent while having the support of a larger RIA.
You want to grow the value of your business for the future.
You want to utilize Merit's portfolio options and investment strategies.
"If you're looking for a home that values people, growth, and profits, you've found a great place to land."
- Kirk Wilkerson