A complete list of active advisors currently associated with Merit Financial Advisors

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

Merit Financial Group is an SEC‑registered enterprise adviser that manages tens of billions of dollars through a large network of investment advisor representatives and serves individuals (including high‑net‑worth clients), corporate entities and employer‑sponsored retirement plans. Its service set includes discretionary and non‑discretionary asset management, financial planning, retirement plan consulting and participant services, employee financial‑wellness programs, and independent fiduciary/ESOP trustee work. The firm generally favors a long‑term, diversified approach implemented via centrally managed “sleeves” and standard model portfolios, with the ability for advisors to customize using individual securities, third‑party managers, ETFs, mutual funds, options and certain less liquid vehicles (including interval and liquid alternative funds). Merit’s investment management team and an Investment Committee oversee models and trading, while client accounts may be managed on either a discretionary or non‑discretionary basis and accessed through wrap or non‑wrap arrangements. What is distinctive for an enterprise‑scale adviser is Merit’s significant broker‑dealer and insurance nexus: many of its investment advisor representatives are dually registered as broker‑dealer representatives and insurance agents, the firm has an affiliated broker‑dealer that receives commission revenue, and it discloses related conflicts and supervisory controls. The firm also operates a wrap program with limited eligibility, maintains a notable ESOP/independent‑fiduciary practice and works with custody and platform partners (including arrangements and transition assistance with major custodians), all of which the brochure identifies as disclosed relationships the firm seeks to manage through disclosure and oversight.

To learn more about the advisors currently working at Merit Financial Advisors, 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.