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Financial ADVSR advisor directory · SEC adviser records

Merit Financial Advisors financial advisors in Madison, WI

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

The short answer

4 registered advisors work at Merit Financial Advisors in Madison, out of 251 at the firm nationwide; it ranks number 41 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Merit Financial Advisors advisors in Madison, 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 121Sheboygan Falls, WI 8Chicago, IL 7Pocatello, 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 Madison

All Madison advisors →

LPL Financial LLC 55Ameriprise Financial Services, LLC 38UBS Financial Services Inc. 28Edward Jones 25Pfs Investments Inc. 23Madison Partners 18Osaic Wealth, Inc. 18Harbour Investments, Inc. 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Thrivent Investment Management Inc. 17Cetera Investment Advisers LLC 16Madison Investment Advisors, LLC 14

Questions

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

4 investment adviser representatives are registered at Merit Financial Advisors offices in Madison, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 251 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Merit Financial Advisors ranks number 41 in Madison by registered advisors; LPL Financial LLC has the most, with 55.

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

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.