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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Alpharetta, GA

Every SEC-registered investment adviser representative at a Merit Financial Advisors office in Alpharetta, A to Z.

The short answer

121 registered advisors work at Merit Financial Advisors in Alpharetta, out of 251 at the firm nationwide; it ranks number 2 in the city by advisors. 33 list the CFP designation and 79 are also registered broker representatives.

Merit Financial Advisors advisors in Alpharetta, A to Z

Every Merit Financial Advisors advisor →

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

Merit Financial Advisors advisors in other cities

Sheboygan 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 3

Other firms in Alpharetta

All Alpharetta advisors →

Morgan Stanley 283Merrill Lynch, Pierce, Fenner & Smith Incorporated 86Wells Fargo Clearing Services, LLC 30Transamerica Financial Advisors, LLC 28LPL Financial LLC 27Ameriprise Financial Services, LLC 26Gibbs Wealth Management, LLC 26Raymond James & Associates, Inc. 24Truist Advisory Services, Inc. 22Strategic Advisers LLC 21Wells Fargo Advisors Financial Network, LLC 17UBS Financial Services Inc. 16

Questions

How many financial advisors does Merit Financial Advisors have in Alpharetta?

121 investment adviser representatives are registered at Merit Financial Advisors offices in Alpharetta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 251 nationwide. 33 list the CFP designation and 79 are also registered as broker representatives.

Is Merit Financial Advisors one of the largest advisor employers in Alpharetta?

Merit Financial Advisors ranks number 2 in Alpharetta by registered advisors; Morgan Stanley has the most, with 283.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.