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Merit Financial Advisors

Financial planning in Alpharetta, GA

SEC registeredNo commissions reported

Call (678) 867-7050Send a messageMap ↗

Public-record details

Address
2400 Lakeview Parkway, Suite 550, Alpharetta, GA 30009
Phone
(678) 867-7050
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Merit Financial Group, LLC
CRD number
142457
Registration
SEC registered since 2007-01-31
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees; Other (Consulting Fees)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$23.9 billion
Accounts managed
20,710
Clients reported (Form ADV 5.D)
20,711
Individual / high-net-worth clients
15,696 / 4,344
Employees
470
Other business activities (Form ADV 6.A)
Also active as: broker-dealer, registered representative of a broker-dealer, insurance broker or agent, accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-24

SEC registered investment adviser, CRD 142457, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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