Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Georgia

Every SEC-registered investment adviser representative at a Merit Financial Advisors office in Georgia, by city and A to Z.

The short answer

130 registered advisors work at Merit Financial Advisors in Georgia, out of 251 nationwide; it's the firm's number 1 state by advisors, and the most are in Alpharetta (121). 39 list the CFP designation and 91 are also registered broker representatives.

Merit Financial Advisors advisors by city in Georgia

Every firm in Georgia →

Alpharetta 121Marietta 2Jonesboro 1

Merit Financial Advisors advisors in Georgia, A to Z

Search by name →

Merit Financial Advisors advisors in every state →Merit Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Merit Financial Advisors in other states

Wisconsin 22Illinois 12Washington 11Pennsylvania 10Florida 9Texas 8Idaho 7Maryland 6Kansas 5North Carolina 5New York 5Oklahoma 5Montana 4California 3New Jersey 3Utah 3

Questions

How many Merit Financial Advisors financial advisors are in Georgia?

130 investment adviser representatives are registered at Merit Financial Advisors offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 251 at the firm nationwide. 39 list the CFP designation and 91 are also registered as broker representatives.

Where in Georgia does Merit Financial Advisors have the most advisors?

Alpharetta, with 121, then Marietta (2). Merit Financial Advisors has advisors in 3 cities in Georgia.

How do I check a Merit Financial Advisors advisor in Georgia?

Each advisor below 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. Advisors are listed at the city of the Merit Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.