firm profile
Merit Financial Advisors
Overview
Merit Financial Advisors is an SEC registered investment adviser based in Alpharetta, GA, registered since 2007. It reports $23.9B in assets under management across 20,710 accounts, with 470 employees. It has 279 investment adviser representatives.
- Reported AUM
- $23.9B
- Discretionary
- 100%
- Accounts
- 20,710
- Average account
- $1.2M
- Employees
- 470
- Advisory reps
- 279
- Registered since
- 2007
- Jurisdictions
- 53
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 7
- Rick Lee Kent Chief Executive Officer CRD 2871310
- Kay Lynn Mayhue President CRD 3138135
- Brian Andrew Chief Investment Officer CRD 2240211
4 more executive officers, with direct contact details
Advisory reps 3 of 279
- Colin Dean Aldrich Investment Adviser Rep CRD 8090404
- Robert Alexandrovic Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4842279
- Ashley Dawn Anderson Investment Adviser Rep CRD 6988638
276 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2400 Lakeview Pkwy Ste 550
Alpharetta, GA 30009 - County
- Fulton
- Metro area
- Atlanta-Sandy Springs-Alpharetta, GA
- Region
- South
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: yourreason.com
Every state, with registration dates
Similar firms near Alpharetta
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- Clear Investment Research, LLCAlpharetta, GA$4.2B AUM
- Albritton Capital Management CoAlpharetta, GA$1.5B AUM
- Gibbs Wealth Management, LLCAlpharetta, GA$1.1B AUM
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