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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
373

Minus sign iconPlus sign icon
  • United States Of America
    373

Merit Financial Advisors's Leadership

  • Cfo Of Life Changing Events At Merit Financial at Merit Financial Advisors
    J. D. K.
    Cfo Of Life Changing Events At Merit Financial
    Mobile Phone
  • Chief Financial Officer at Merit Financial Advisors
    A. B.
    Chief Financial Officer
    Mobile Phone
  • Vice President Operations at Merit Financial Advisors
    J. K.
    Vice President Operations
    Mobile Phone
  • Regional Director | Partner at Merit Financial Advisors
    K. M.
    Regional Director | Partner
    Mobile Phone
  • Wealth Manager | Partner at Merit Financial Advisors
    S. D.
    Wealth Manager | Partner
    Mobile Phone
  • Partner, Wealth Manager at Merit Financial Advisors
    N. Y.
    Partner, Wealth Manager
    Mobile Phone
  • Wealth Manager | Partner at Merit Financial Advisors
    C. H. C.
    Wealth Manager | Partner
    Mobile Phone
  • Wealth Manager, Partner At Merit Financial at Merit Financial Advisors
    H. H. C.
    Wealth Manager, Partner At Merit Financial
    Mobile Phone

Merit Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Sales
  • Community & Social Services
  • Finance
  • Accounting
  • Other
  • Legal
  • Human Resources

Contact profiles from Merit Financial Advisors

Name
Title
Contact
Location
Last Update
  • Regional Director | Partner at Merit Financial Advisors
    K. M.
    Regional Director | Partner
    Mobile Phone
    Sep 15, 2026
  • Wealth Manager | Partner at Merit Financial Advisors
    S. D.
    Wealth Manager | Partner
    Mobile Phone
    Apr 17, 2026
  • Partner, Wealth Manager at Merit Financial Advisors
    N. Y.
    Partner, Wealth Manager
    Mobile Phone
    Sep 02, 2026
  • Cfo Of Life Changing Events At Merit Financial at Merit Financial Advisors
    J. D. K.
    Cfo Of Life Changing Events At Merit Financial
    Mobile Phone
    Aug 24, 2026
  • Wealth Manager | Partner at Merit Financial Advisors
    C. H. C.
    Wealth Manager | Partner
    Mobile Phone
    Apr 15, 2026
  • Wealth Manager, Partner At Merit Financial at Merit Financial Advisors
    H. H. C.
    Wealth Manager, Partner At Merit Financial
    Mobile Phone
    Apr 15, 2026
  • Area Director, Partner at Merit Financial Advisors
    T. G.
    Area Director, Partner
    Mobile Phone
    Jun 16, 2026
  • Partner, Wealth Manager at Merit Financial Advisors
    D. M. S.
    Partner, Wealth Manager
    Mobile Phone
    Sep 07, 2026
  • Chief Financial Officer at Merit Financial Advisors
    A. B.
    Chief Financial Officer
    Mobile Phone
    Oct 22, 2024
  • Service Advisor And Partner at Merit Financial Advisors
    C. M. R.
    Service Advisor And Partner
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Merit Financial Advisors known for?

Minus sign iconPlus sign iconMerit Financial Advisors was founded in 1998 and operates in the Financial Services industry. You can contact Merit Financial Advisors's main corporate office by phone at
+1-678-867-****
. Explore Merit Financial Advisors's company overview page for more information.

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

Minus sign iconPlus sign iconMerit Financial Advisors employees' email format typically follows the pattern of FLast@meritfa.com. 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?

Minus sign iconPlus sign iconMerit Financial Advisors has approximately 384 employees as of August 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 August 2026, Merit Financial Advisors's key employees include:

  • Cfo Of Life Changing Events At Merit Financial: J. D. K.
  • Chief Financial Officer: A. B.
  • Vice President Operations: J. K.
  • Regional Director | Partner: K. M.
  • Wealth Manager | Partner: S. D.

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