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Merit Financial Advisors - Deerfield, IL

EST. AUM
$888,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Chicago
CRD Number
Website meritfinancialadvisors.com
Client types

Overview

On September 10, 2026, Merit Financial Advisors acquired Tim Brennan’s Deerfield, IL-based team from The Pinnacle Financial Group, adding approximately $888M in client assets.

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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