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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Chicago, IL

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

7 registered advisors work at Merit Financial Advisors in Chicago, out of 283 at the firm nationwide; it ranks number 95 in the city by advisors. 3 list the CFP designation and 5 are also registered broker representatives.

Merit Financial Advisors advisors in Chicago, 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

Alpharetta, GA 143Sheboygan Falls, WI 9Orchard Park, NY 6Pocatello, ID 6Boca Raton, FL 5Madison, WI 5Mechanicsburg, PA 5Middleton, WI 5Lawrence, KS 3Raleigh, NC 3Southgate, MI 3Tulsa, OK 3Westfield, NJ 3Wilton, CT 3Albany, GA 2

Other firms in Chicago

All Chicago advisors →

Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95

Questions

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

7 investment adviser representatives are registered at Merit Financial Advisors offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 283 nationwide. 3 list the CFP designation and 5 are also registered as broker representatives.

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

Merit Financial Advisors ranks number 95 in Chicago by registered advisors; Morgan Stanley has the most, with 557.

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

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.