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

Assets Serviced
$Billion
Of which $1.4 billion are advisory assets and $1.2 billion are brokerage assets.
Households Serviced
Nationwide
Merit Team Members and Partners
Across the U.S.
Offices (RIA and Merit)
Nationwide

*as of December 31st, 2018

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!

Our Team is Located In:

Alabama:

Birmingham

Florida:

Jacksonville

Maitland

Mount Dora

Georgia:

Alpharetta (HQ)

Sandy Springs

Lawrenceville

North Carolina:

Charlotte

Davidson

Denver

Raleigh

Texas:

Frisco

Houston

Could We Be Stronger Together? Let's Find Out!