Investment adviser · CRD 142457
MERIT FINANCIAL ADVISORS
Investment adviser filing (IA)
MERIT FINANCIAL GROUP, LLC
ALPHARETTA, GA, United States · Form ADV filed Sep 24, 2026
- Regulatory AUM
- $23.9B Form ADV · Item 5.F
- Client accounts
- 20,710 Accounts, not individual clients
- Employees
- 470 Reported in this filing
- Advisory professionals
- 229 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 4,344 | $11,328,276,060 | 47.4% |
| Individuals | 15,696 | $6,656,033,318 | 27.9% |
| Retirement plans | 434 | $4,405,920,804 | 18.5% |
| Corporations & businesses | 184 | $1,283,917,131 | 5.4% |
| Charities | 52 | $201,137,321 | 0.8% |
| Other investment advisers | 1 | $14,058 | 0.0% |
Filing source
Form ADV 2126767 · Sep 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2400 LAKEVIEW PARKWAY, SUITE 550ALPHARETTA, GA, 30009, United States
CRD 142457
Filing source
Form ADV 2126767 · Sep 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.