Financial ADVSR advisor directory · SEC adviser records
Merit Financial Advisors financial advisors
Every SEC-registered investment adviser representative at Merit Financial Advisors, by the state and city of the office they work from.
251 registered advisors work at Merit Financial Advisors, in 22 states and 68 cities; the most are in Alpharetta, GA (121). 67 list the CFP designation and 161 are also registered broker representatives.
Search every Merit Financial Advisors advisor by name →Who joined and left Merit Financial Advisors →Merit Financial Advisors: assets, clients and custodians →
Cities with the most Merit Financial Advisors advisors
Alpharetta, GA 121Sheboygan Falls, WI 8Chicago, IL 7Madison, WI 6Pocatello, ID 6Mechanicsburg, PA 5Orchard Park, NY 5Boca Raton, FL 4Issaquah, WA 4Middleton, WI 4Rockville, MD 4American Fork, UT 3Raleigh, NC 3Southlake, TX 3Spokane, WA 3Westfield, NJ 3Berwyn, PA 2Birmingham, AL 2Denver, CO 2Lawrence, KS 2Lewisville, TX 2Manitowoc, WI 2Marietta, GA 2Rockford, IL 2Tulsa, OK 2Williamsport, PA 2Barrington, IL 1Bellingham, WA 1Billings, MT 1Bothell, WA 1
Merit Financial Advisors advisors by state
Merit Financial Advisors in Wisconsin 22
Sheboygan Falls 8Madison 6Middleton 4Manitowoc 2De Pere 1Whitefish Bay 1
Merit Financial Advisors in Washington 11
Issaquah 4Spokane 3Bellingham 1Bothell 1Des Moines 1Seattle 1
Questions
How many financial advisors does Merit Financial Advisors have?
251 investment adviser representatives are registered with Merit Financial Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 22 states and 68 cities. 67 list the CFP designation and 161 are also registered as broker representatives.
Where does Merit Financial Advisors have the most advisors?
Alpharetta, GA, with 121 registered advisors, then Sheboygan Falls, WI (8). By state, Georgia has the most, with 124.
How do I find a Merit Financial Advisors financial advisor near me?
Pick your state below, then your city, to see every Merit Financial Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Merit Financial Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →