A complete list of active advisors currently associated with Merit Advisors, Inc.

Warmer can help you find a great advisor at Merit Advisors, Inc. or one who fits your needs even better.

Merit Advisors, Inc. provides investment advisory and portfolio management services primarily to individual clients, including high‑net‑worth individuals, and also offers a signal service to other investment advisers and institutions. The firm delivers both discretionary managed accounts and customized non‑discretionary arrangements and generally charges percentage‑of‑AUM advisory fees. The firm operates a single Managed Bond Strategy that uses proprietary, trend‑following technical indicators to time allocations—switching between high‑yield and multi‑sector bond funds and money‑market or alternative funds based on buy/sell signals—and periodically rebalances accounts; customized client accounts are offered on a non‑discretionary basis. The strategy relies mainly on mutual funds (including inverse and derivative funds when appropriate) and requires limited trading authority for discretionary-managed accounts. Compared with many peers, Merit discloses a history of regulatory events: a past federal suspension/debarment related to an affiliated entity that was later lifted, and more recent state and self‑regulatory sanctions involving an adviser for impersonation‑related conduct, each described in the firm’s disclosures. The firm also has an uncommon mix of affiliations and services for a small team—an ownership/leadership connection to a FINRA‑member broker‑dealer, participation in a model marketplace and tax‑management tools through a third‑party custodian, and the provision of signal services to third parties.

To learn more about the advisors currently working at Merit Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.