Frisco, TX Network Blvd Office

Team
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Merit Financial Advisors logo

Merit Financial Advisors

Multi-team

Firm-wide stats for Merit Financial Advisors

Total advisors

287

Across 94 offices

Clients per advisor

70 High

Avg AUM per client

$897,421 High

HNW client ratio

22% Typical

About

Merit Financial Advisors is a multi‑team registered investment adviser with 264 advisors serving roughly 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm provides coordinated wealth‑management services including asset management, financial planning, retirement plan advice and participant consulting, employee financial‑wellness programs, and educational workshops as described in its ADV brochure.

The firm’s investment approach centers on long‑term, diversified portfolios built from centrally managed “sleeves” and standard model allocations overseen by an internal Investment Management team and Investment Committee; advisors can customize models, use separate account managers, or manage accounts directly. Merit implements both discretionary and non‑discretionary authority, relies primarily on fundamental analysis (with technical and cyclical methods as supplementary tools), and uses third‑party platforms and an internally sponsored wrap program to support client account management and held‑away assets.

Noteworthy distinctions include that many of its investment advisor representatives are dually registered as broker‑dealer registered representatives and the firm maintains an affiliated broker‑dealer entity, arrangements the brochure highlights as creating potential conflicts between commission and advisory activities that are managed through supervisory and disclosure practices. The firm also offers specialized services less common among peers — including independent fiduciary and trustee services for ESOPs and other qualified plans, a defined wrap program available to legacy accounts, and disclosed business relationships (including a financial‑wellness provider and custodian referral arrangements) that the firm identifies and addresses in its compliance documents.

Based on Merit Financial Advisors

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations

Based on Merit Financial Advisors

Occupation focus

Founder/Business Owner Retired Executive

Based on Merit Financial Advisors

Location

2801 Network Blvd, Suite 503

Frisco TX 75034

Advisors at this office

7

Advisors at this office

user avatar

Tamara S

Series 66

Frisco, TX

Merit Financial Advisors

Tamara Snider is a financial advisor at Merit Financial Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked at several firms including Purshe Kaplan Sterling Investments, Stratos Wealth Partners, and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
user avatar

Matthew S

Series 63, Series 65

Frisco, TX

Merit Financial Advisors

Matthew Shores is a financial advisor with Merit Financial Advisors in Frisco, TX, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at PKS Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion across 144 advisors, serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and tailored strategies, overseen by a central Investment Management team and Investment Committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
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Riley D

CFP®, Series 66

Frisco, TX

Merit Financial Advisors

Riley Dauzat is a financial advisor at Merit Financial Advisors with Series 66 credentials and one year of industry experience. Prior to joining Merit, he held roles at PKS Investments and LPL Financial. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plan sponsors, charitable organizations, and other institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable modular sleeves, supported by a central Investment Management team and an Investment Committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
user avatar

Hunter P

Series 66

Frisco, TX

Merit Financial Advisors

Hunter Powell is a financial advisor at Merit Financial Advisors in Frisco, TX, holding a Series 66 designation. He has been with Merit Financial Advisors since 2026 and has prior experience with Purshe Kaplan Sterling Investments and Northwestern Mutual. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm provides coordinated wealth-management services and emphasizes long-term, diversified portfolios built from centrally managed models overseen by an internal Investment Management team and Investment Committee.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
user avatar

Blaine M

CFP®, Series 63, Series 65

Frisco, TX

Merit Financial Advisors

Blaine Malcolm is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Merit Financial Advisors in Frisco, TX. His background includes roles at Purshe Kaplan Sterling Investments, Stratos Wealth Partners, Lifestyle Planning Solutions, LPL Financial, and The Botsford Group. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth-management services centered on long-term, diversified portfolios, combining internally managed models with advisor customization and various authority options.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive
user avatar

Zachary B

CFP®, Series 63, Series 65

Frisco, TX

Merit Financial Advisors

Zachary Beckerley is a CFP® professional with 17 years of industry experience, currently serving with Merit Financial Advisors. His prior work includes roles at Purshe Kaplan Sterling Investments, LPL Financial, and Stratos Wealth Partners. He serves on the board of directors for Mazie's Mission, a nonprofit organization, where he reviews financials and assists with decision-making. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed portfolios and customizable models overseen by an internal Investment Management team.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Founder/Business Owner Retired Executive

Janet D

Series 63, Series 65

Frisco, TX

Merit Financial Advisors

Janet Dettle is a Planning Consultant at Fidelity Investments, where she has been working since 2022. In this role, she partners with clients to help them make informed financial decisions aimed at achieving long-term financial security. Prior to joining Fidelity Investments, Janet worked as a Financial Advisor at First Command from 2020 to 2022. Through her professional experience, she is focused on supporting clients in their financial planning needs.

General retirement planning Wealth management Cash flow / budgeting Founder/Business Owner Retired Executive
View complete list of advisors at this office
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