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
4K Social Security Database Cleanup Corrects 50 Million RecordsRB 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Illinois

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

The short answer

9 registered advisors work at Merit Financial Advisors in Illinois, out of 251 nationwide; it's the firm's number 3 state by advisors, and the most are in Chicago (7). 1 list the CFP designation and 6 are also registered broker representatives.

Merit Financial Advisors advisors by city in Illinois

Every firm in Illinois →

Chicago 7Rockford 2Barrington 1Deerfield 1Mount Prospect 1

Merit Financial Advisors advisors in Illinois, A to Z

Search by name →

Merit Financial Advisors in other states

Georgia 124Wisconsin 22Washington 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 Illinois?

9 investment adviser representatives are registered at Merit Financial Advisors offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 251 at the firm nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

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

Chicago, with 7, then Rockford (2). Merit Financial Advisors has advisors in 5 cities in Illinois.

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

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.