Insights

RIA Partnership As an independent boutique that uses Commonwealth Financial Network, Merrill Financial Associates is a prime candidate for integrated tech and advisory solutions that streamline compliance and platform operations within the RIA ecosystem, enabling scalable growth.

Marketing Tech Their WordPress based site and MySQL stack present an opportunity to offer website optimization, SEO improvements, lead capture, and analytics to boost inbound inquiries and client prospecting.

Client Experience Enhancing client reporting, onboarding workflows, and a modern client portal could improve retention, referrals, and overall satisfaction for a mid sized advisory with decades of experience.

Security Compliance Cybersecurity, data privacy, and vendor risk management offerings aligned with RIAs can help Merrill meet regulatory expectations while protecting client information.

Regional Growth Based in Provo with 11-50 employees, Merrill could pursue regional expansion in the Western US, leveraging Commonwealth Network partnerships to upsell integrated tech, reporting tools, and operations support.

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Merrill Financial Associates Tech Stack

Merrill Financial Associates uses 8 technology products and services including RSS, MySQL, oEmbed, and more. Explore Merrill Financial Associates's tech stack below.

RSS
Content Management System
MySQL
Database
oEmbed
Dev Tools
jQuery Migrate
Javascript Libraries
jQuery
Javascript Libraries
Google Maps
Maps
Nginx
Web Servers
FitVids.js
Web Tools And Plugins

Merrill Financial Associates's Email Address Formats

Merrill Financial Associates uses at least 1 format(s):

Merrill Financial Associates Email Formats	Example	Percentage
First@merrillfinancialassociates.com	John@merrillfinancialassociates.com	62%
First.Last@merrillfinancialassociates.com	John.Doe@merrillfinancialassociates.com	23%
FLast@merrillfinancialassociates.com	JDoe@merrillfinancialassociates.com	15%

Frequently Asked Questions

What is Merrill Financial Associates's phone number?

You can contact Merrill Financial Associates's main corporate office by phone at

+1-801-356-****

. 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 Merrill Financial Associates's official website and social media links?

Merrill Financial Associates's official website is merrillfinancialassociates.com and has social profiles on LinkedIn.

How much revenue does Merrill Financial Associates generate?

As of July 2026, Merrill Financial Associates's annual revenue is estimated to be $25M - $50M.

What is Merrill Financial Associates's NAICS code?

Merrill Financial Associates's NAICS code is 52 - Finance and Insurance.

How many employees does Merrill Financial Associates have currently?

As of July 2026, Merrill Financial Associates has approximately 10 employees across 1 continents, including North America. Key team members include Director Advanced Planning: R. W.Manager: K. R.Investment Analyst: J. B.. Explore Merrill Financial Associates's employee directory with LeadIQ.

What industry does Merrill Financial Associates belong to?

Merrill Financial Associates operates in the Financial Services industry.

What technology does Merrill Financial Associates use?

Merrill Financial Associates's tech stack includes RSSMySQLoEmbedjQuery MigratejQueryGoogle MapsNginxFitVids.js.

What is Merrill Financial Associates's email format?

Merrill Financial Associates's email format typically follows the pattern of First@merrillfinancialassociates.com. Find more Merrill Financial Associates email formats with LeadIQ.

When was Merrill Financial Associates founded?

Merrill Financial Associates was founded in 1991.

Merrill Financial Associates

Q: How many employees does Merrill Financial Associates have currently?

Merrill Financial Associates has approximately 10 employees.

Q: What technology does Merrill Financial Associates use?

Merrill Financial Associates's tech stack includes Yoast SEO, Magnific Popup, oEmbed, PHP, WP Engine.

Q: What is Merrill Financial Associates's NAICS code?

Merrill Financial Associates's NAICS code is 52 (Finance and Insurance).

Financial ServicesUtah, United States2-10 Employees

Merrill Financial Associates is an independent boutique financial services firm based in Provo, Utah. It brings decades of experience in investments and focuses on helping clients navigate the complexities of investing and plan for their financial future. The firm operates as an independent advisory practice that serves individual investors with a localized, client-focused approach.
Advisory services are provided through Commonwealth Financial Network, a Registered Investment Adviser. Investments are not insured by FDIC or NCUA and are subject to risks, including possible loss of principal.