Insights

Growth Through Acquisition Merit Financial Advisors has recently expanded its assets significantly by acquiring Blueprint Wealth Advisors, adding $1.2 billion in assets. This indicates an active growth strategy and potential interest in expanding service offerings or technology infrastructure to support larger client bases.

Technology-Driven Platform The company utilizes an industry-leading technology stack, including platforms like ZURB Foundation and Microsoft Clarity, which demonstrates a focus on innovation and operational efficiency—offering opportunities to provide complementary tech solutions or integrations.

High-Net-Worth Focus Specializing in high-net-worth individuals and those experiencing life transitions, Merit’s client base presents opportunities for premium financial products, estate planning services, and personalized wealth management solutions tailored to affluent clients.

Leadership and Talent Development Recent hires such as Alex Hansen as chief advisor success officer highlight the firm’s commitment to advisor success and retention, suggesting a market for professional development tools, training platforms, and succession planning services.

Market Position and Competitiveness With revenue estimates between $250 million and $500 million and strong industry positioning, Merit is positioned as a competitive player alongside firms like Charles Schwab and Fidelity, indicating a potential opportunity to offer advanced financial technology, compliance solutions, or growth consultancy services.

Similar companies to Merit Financial Advisors

Merit Financial Advisors Tech Stack

Merit Financial Advisors uses 8 technology products and services including Clicky, Linkedin Insight Tag, Microsoft Clarity, and more. Explore Merit Financial Advisors's tech stack below.

Clicky
Analytics
Linkedin Insight Tag
Analytics
Microsoft Clarity
Analytics
Cloudflare CDN
Content Delivery Network
Priority Hints
Performance
ZURB Foundation
UI Frameworks
YouTube
Video Players
The Events Calendar
Web Platform Extensions

Media & News

Merit Financial Advisors's Email Address Formats

Merit Financial Advisors uses at least 2 format(s):

Merit Financial Advisors Email Formats	Example	Percentage
FLast@meritfa.com	JDoe@meritfa.com	85%
First.Last@meritfa.com	John.Doe@meritfa.com	13%
Fir.Last@meritfa.com	Joh.Doe@meritfa.com	1%
First@meritfa.com	John@meritfa.com	1%
FLast@meritfinancialadvisors.com	JDoe@meritfinancialadvisors.com	100%

Frequently Asked Questions

Where is Merit Financial Advisors's headquarters located?

Merit Financial Advisors's main headquarters is located at 2400 Lakeview Parkway, Suite 550. The company has employees across 1 continents, including North America.

What is Merit Financial Advisors's phone number?

You can contact Merit Financial Advisors's main corporate office by phone at

+1-678-867-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Merit Financial Advisors's official website and social media links?

Merit Financial Advisors's official website is meritfinancialadvisors.com and has social profiles on LinkedIn Crunchbase.

What is Merit Financial Advisors's NAICS code?

Merit Financial Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Merit Financial Advisors have currently?

As of December 2025, Merit Financial Advisors has approximately 269 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. K.Cfo Of Life Changing Events At Merit Financial: J. D. K.Chief Growth Officer: J. C.. Explore Merit Financial Advisors's employee directory with LeadIQ.

What industry does Merit Financial Advisors belong to?

Merit Financial Advisors operates in the Financial Services industry.

What technology does Merit Financial Advisors use?

Merit Financial Advisors's tech stack includes ClickyLinkedin Insight TagMicrosoft ClarityCloudflare CDNPriority HintsZURB FoundationYouTubeThe Events Calendar.

What is Merit Financial Advisors's email format?

Merit Financial Advisors's email format typically follows the pattern of FLast@meritfa.com. Find more Merit Financial Advisors email formats with LeadIQ.

When was Merit Financial Advisors founded?

Merit Financial Advisors was founded in 1998.

Merit Financial Advisors

Q: How many employees does Merit Financial Advisors have currently?

Merit Financial Advisors has approximately 269 employees.

Q: What technology does Merit Financial Advisors use?

Merit Financial Advisors's tech stack includes Google Tag Manager, The Events Calendar, Zoho, SVG Support, cdnjs.

Financial ServicesGeorgia, United States201-500 Employees

Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. 

Merit Financial Advisors supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a superior client experience.

If you are looking to take your firm to the next level, please visit https://www.meritfinancialadvisors.com/for-advisors/

Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.