Independent Advisor Partners
Who is Merit?
Merit Financial Group is proud to be one of the fastest-growing Registered Investment Advisory firms in an ever-competitive and ever-changing financial services industry. A pioneer among such firms, we partner with advisors and teams to help serve as a driving force, thus ensuring their ultimate success. Our promise: you 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.
“People need true community to reach their full potential. We were not designed to do it alone. Merit exists to provide community for our Independent Advisor Partners through meaningful relationships, expanded capabilities and synergies needed to catapult growth.”
- Rick Kent, CEO and Founder
*as of December 31st, 2019
Grow Independently, But Not Alone
Experience True Support
We understand your needs. The support provided by our service team is unmatched and our success is measured by the value we provide.
Narrow Your Focus
Outsourcing the aspects of your business that are not revenue-driven (technology, compliance, investment research, HR), will allow you to focus on what matters most: your clients.
Grow By Design
We help systematize your niche marketing, maximize your team talent, acquire other practices and even break into new markets!