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Merit Financial Advisors

EST. AUM
$23,875,298,692

CONTACTS
41

CLIENT ACCOUNTS
20,710

Firm Details

Metro area Atlanta
CRD Number 142457
Website meritfinancialadvisors.com
Client types

Overview

Established in 1998, Merit has focused on working with individuals in transition, including divorce, retirement, widowhood, etc. As clients navigate these events in their personal lives, they can rest assured that their advisors and partners at Merit will guide them through the financial implications. In May 2023, the firm acquired Planned Futures, in Williamsport PA with $460M AUM (PE Backed), which specializes in serving state employees

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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