Merit Financial Advisors Employee Directory

Financial ServicesGeorgia, United States201-500 Employees

Merit Financial Advisors is a Georgia-based financial services firm that prioritizes growth for both its clients and its affiliated advisors. It supports advisors affiliated with independent broker-dealers as well as those registered as investment advisers, providing practice management resources, a technology platform, and robust operational support alongside investment expertise to drive growth and deliver a strong client experience.
The firm serves high-net-worth individuals and families and those navigating life transitions, placing itself in the independent wealth-management segment of the financial services industry. Based in Alpharetta, Georgia, Merit describes itself as a mid-sized advisory firm that offers investment advice through Merit Financial Group, LLC, an SEC-registered investment adviser. In 2026, public coverage noted leadership appointments and strategic partnerships as part of its ongoing expansion.

Find Merit Financial Advisors employees' phone numbers or email addresses

Merit Financial Advisors Global Highlights

Location
Employees

North America
352

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  • United States Of America
    352

Merit Financial Advisors's Leadership

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    R. K.
    Chief Executive Officer
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    J. D. K.
    Cfo Of Life Changing Events At Merit Financial
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    J. C.
    Chief Growth Officer
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    D. B.
    Chief Compliance Officer
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    B. K. G.
    Chief Product Officer
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    C. L.
    Chief Operating Officer
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    A. W. H.
    Chief Advisor Success Officer
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    M. C.
    Chief Compliance Officer
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Merit Financial Advisors Employee Metrics

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50%
0%
2026
2025
  • Banking
  • Sales
  • Community & Social Services
  • Finance
  • Accounting
  • Other
  • Legal
  • Human Resources

Contact profiles from Merit Financial Advisors

Name
Title
Contact Info
Location
Last Update
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    K. L. M.
    President
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    United StatesGeorgia
    Jun 16, 2026
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    J. C.
    Chief Growth Officer
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    United StatesGeorgia
    Jun 08, 2026
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    K. M.
    Regional Director | Partner
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    Mar 24, 2026
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    S. D.
    Wealth Manager | Partner
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    Apr 17, 2026
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    R. K.
    Chief Executive Officer
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    United StatesGeorgia
    Apr 21, 2026
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    B. A.
    Evp, Chief Investment Officer
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    United StatesGeorgia
    Jun 08, 2026
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    N. Y.
    Partner, Wealth Manager
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    Apr 24, 2026
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    D. B.
    Chief Compliance Officer
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    United StatesTennessee
    Jun 16, 2026
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    S. H.
    Regional Director & Partner Of Merit Financial Advisors
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    United StatesOklahoma
    Jun 16, 2026
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    R. E. J.
    Managing Director, Partner
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    United StatesMississippi
    Jun 16, 2026

Frequently Asked Questions

What is Merit Financial Advisors known for?

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Merit Financial Advisors was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 2400 Lakeview Parkway Suite 550 Alpharetta, Georgia United States; you can contact the main corporate office by phone at . Explore Merit Financial Advisors's company overview page for more information.

What is Merit Financial Advisors's most common email format?

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Merit Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Merit Financial Advisors email formats with LeadIQ.

How many employees does Merit Financial Advisors have currently?

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Merit Financial Advisors has approximately 369 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Merit Financial Advisors's key employees and leadership?

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As of June 2026, Merit Financial Advisors's key employees include:

  • Chief Executive Officer: R. K.
  • Cfo Of Life Changing Events At Merit Financial: J. D. K.
  • Chief Growth Officer: J. C.
  • Chief Compliance Officer: D. B.
  • Chief Product Officer: B. K. G.

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