Your Firm & Merit: Stronger Together
Want to achieve sustainable growth without giving up control over what makes your business yours? Merit serves as a true partner for advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Our model balances scale support and shared success, empowering advisors to evolve while preserving independence.
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Estate Planning
We will help you create a plan that ensures your wealth is passed on the way you want, while minimizing taxes. It's all about preserving your legacy and taking care of those you love.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
Retirement Planning
Let's map out your retirement together. We will design a plan to help you enjoy your future with financial security, so you can focus on living comfortably without worry.
Trust Management
We take care of the details so your wealth is managed and distributed according to your wishes. Our trust management services focus on balancing tax savings with long-term goals.
Full Service Support. A Culture That Fits.
Merit partners with independent RIAs and hybrid advisors who want to grow without giving up what makes their business their own. This is not a roll-up model. It is a partnership designed to preserve autonomy while creating shared value.
Acquisitions
50
Locations
55+
AUM
$24.69 Billion*
Advisors
150+
*$17.86B in advisory, $2.73B in brokerage assets, $2.3B in retirement plans, $1.8B in ESOP. As of January 1, 2026.
How We Work
A partnership with Merit helps advisors access to the scale, infrastructure, and industry-leading tech platforms needed to accelerate growth and operate more efficiently. Our model is built on shared ownership, aligning long-term incentives and creating meaningful participation in the success of the broader firm.
Advisor-First Partnerships. Full Service Support.
Financial Advisor Resources
Success Stories
Seeking growth without a clear path forward. Bogged down in back-office tasks. Unsure of wht their firm’s future holds. Hear from advisors who overcame their challenges and benefited from greater support and a plan to reach their long-term goals.
What Our Partners Are Saying
Trusted by Advisors Nationwide
$19.94 Billion* in Assets Served
*$14.06 billion in advisory, $2.6 billion in brokerage assets, $3.28 billion in retirement plan and ESOP assets. As of June 30, 2025.
26,000+ Households Served Nationwide
48 Offices Across the Country
300+ Team Members
Schedule a Confidential Call
Contact us today or fill out the form below to schedule a confidential consultation with a member of our Executive Leadership team.
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The Daily Upside | 07/16/2026 Prenups Are on the Rise: Here’s How to Talk About Them With Clients
Merit's Baylee Bryant, wealth manager, partner in Tacoma, WA was quoted in the article about how with more than half of married or engaged couples under 45 signing prenups, advisors can help clients start their marriage on solid financial footing.
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MoneyLion.com | 07/14/2026 Upper Class’ vs. ‘Wealthy’: 5 Signals That Matter More Than Income in 2026
Merit's Nikki Smith, wealth manager in Houston, TX was quoted in the article about how the designations of “upper class” or “wealthy,” might be titles many Americans aspire to. But what’s the difference between the two terms? It’s not just a matter of your annual income, according to experts.
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Barrons.com | 07/08/2026 Landing High Yields and Tax Benefits in an Overlooked Corner of Income
Merit's Tim Ralph, wealth manager and managing partner in Jupiter, FL, was quoted in the article about how some investors are turning to preferred-stock funds, which offer better relative yield in an otherwise tight fixed-income market.
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FinancialPlanning | 07/07/2026 68% of clients would switch advisors for one who offers estate planning
Merit's Emily Boothroyd, wealth manager and partner in Wilton, CT, was quoted in the article about how nearly half of Americans are motivated by fear to make sure their financial affairs are in order. But rather than turn to an estate planning attorney, they want to work on their plans with their financial advisors. That makes the service near table stakes for advisors these days.
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Merit Financial Advisors | 05/05/2026 Merit Approves Advisor360° as Supported Technology Platform, Expanding Advisor Choice and Enhancing Client Experience
Merit a national wealth management firm supporting both the independent broker-dealer and RIA models, and Advisor360°TM, the only connected platform built around the complete advisor workday, announced that Advisor360° has been approved as a supported technology platform for Merit advisors. The addition of Advisor360° to Merit’s technology ecosystem reflects the firm’s commitment to giving advisors meaningful choice in how they run their practices and deliver exceptional service to their clients. -
Merit Financial Advisors | 03/27/2026 Merit Acquires Strategic Retirement Plans, Expands Presence in Montana and Wyoming
Merit Financial Advisors has acquired Strategic Retirement Plans, an independent wealth management firm based in Montana and Wyoming that serves about 800 households. SRP manages approximately $586 million in client assets, including $582 million under management and $4 million in retirement plan assets under advisement.