Take Your Advisory Firm to the Next Level.
Our team is here to serve as your professional partner on your path to growth. We are your back office support with the tools and resources to help you build revenues, expand your practice, and grow as professional. At Merit, we believe we are Stronger Together.
Why Join Merit?
Merit Financial Advisors is a national wealth management firm with $20.78 billion* in assets that supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Our team exists to enrich the lives of those we serve.
Our mission is focused on revolutionizing the client experience by building the Wealth Management firm of the future. We aim to support clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Our goal is to provide our advisors and offices with practice management resources, a technology platform, operational support, and investment experience to help drive growth and deliver a more positive client experience.
Our vision is to build a growth-focused enterprise for our team that offers best-in-class investing and planning solutions for our clients now, and for generations to come.
Acquisitions
50
Locations
55+
AUM
$30.8 Billion*
Advisors
150+
*$23B in advisory, $3.3B in brokerage assets, $2.7B in retirement plans, $1.8B in ESOP. As of June 20, 2026.
We Offer Full Service Support
We work with you and your team to make sure your transition is seamless. We take many carefully crafted steps to prepare, plan and execute the transition to make it as smooth as possible for you and your clients. Our process includes:
- Discovery: we take time to understand your staff and your culture
- Assessment: we review your book of client base and business practices
- Planning: we work with you to identify opportunities and challenges, as well as assign roles and responsibilities based on those.
- Implementation: we plan and execute complete support through client communication, consent, and repapering processes
- Go Live: we provide and oversee employee training, system conversion, and portfolio management implementation
What Our Partners Are Saying
About Merit
The Merit team serves as a professional partner on your path to growth. Merit works with advisors equipping them with the tools and resources needed to build revenues, expand your practice and grow as a professional.
Our firm is led by seasoned advisors who have a deep understanding of the needs and goals of successful financial practitioners. Our team includes experienced professionals across disciplines, including in-house investment management and strategy, comprehensive financial planning and life transition support, wealth management insights, operations, and human resources support. Our partners have achieved exponential growth in their practices as they leverage our industry experience, and resources.
Merit fosters a relationship-based culture that is built on integrity and respect â among our colleagues, with clients, and within our community. Our mission is anchored by several key principles, including humility, flexibility, and objective and goals-based advice.
- Merit is committed to elevating and supporting diverse voices, experience, and expertise across the firm. As an example, over fifty-three percent of Meritâs staff is female and the firm has completed 4 acquisitions of female-founded firms since 2017.
- Merit upholds a team-based approach that facilitates leadership and collaboration across the group for the collective benefit of the team and our clients.
- Merit is focused on empowering growth and advancement among our advisors. We believe we are Stronger Together.
Accolades
Ready to discuss your future?
Schedule a confidential meeting with a member of our Executive Leadership today.
Financial Advisor Resources
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Merit Financial advisors | 08/12/2026 Merit Financial Advisors Acquires $900M Commonwealth Team
Merit Financial Advisors, an Alpharetta, Ga.-based hybrid registered investment advisor overseeing $30.1 billion in client assets, has added another former Commonwealth Financial Network team since the LPL Financial acquisition, with a Southern California firm overseeing about $900 million in client assets.
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Merit Financial advisors | 07/28/2026 Merit Buys Md. Advisory Firm Towson Wealth, Adding $502M In Assets
Merit Financial Advisors, an Atlanta-based RIA with about $26 billion in client assets, has acquired Towson Wealth Management, a Towson, Md.-based wealth management firm that oversees about $502.5 million in total assets.
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The Daily Upside | 07/16/2026 Prenups Are on the Rise: Hereâs 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 Classâ vs. âWealthyâ: 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 âupper classâ or âwealthy,â might be titles many Americans aspire to. But whatâs the difference between the two terms? Itâs 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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FinancialPlanning | 05/28/2026 No more bad bosses: How training programs can address the leadership gap
Merit's Alexander W. Hansen, JD, AIFÂź in Alpharetta, GA, was quoted in the article about how the importance of leadership development and why firms need to better prepare advisors stepping into management roles. In the article, Alex shares how investing in leadership training helps advisors feel more confident, supported, and prepared for long-term growth within their careers.
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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 Meritâs technology ecosystem reflects the firmâs commitment to giving advisors meaningful choice in how they run their practices and deliver exceptional service to their clients.ÂÂ
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TheStreet | 04/20/2026 Divorce can devastate retirement savings; can a QDRO help?
Merit's Hollis Hardiman, wealth manager and partner in Florida, was featured in an article examining the financial impact of gray divorce. The article highlights how the division of retirement accounts, healthcare considerations, and other hidden costs can significantly affect long-term financial security for couples divorcing later in life.
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Merit Financial Advisors | 04/07/2026 Merit Buys Former Commonwealth Firm As LPL Conversion Deadline Approaches
Merit Financial Advisors has acquired Billings, Mont.-based Strategic Retirement Plans (SRP), an independent financial advisory firm managing about $590 million in assets for 800 families that was previously affiliated with Commonwealth.
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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.ÂÂ
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Investopedia| 03/20/2026 Home-Related Tax Breaks Retirees Often Miss
Merit's Daniel Estrada, wealth manager in Diamond Bar, CA, was featured in an article discussing tax benefits that retirees may overlook. The piece emphasizes that homeownership can continue to provide valuable federal tax advantages in retirement, despite common misconceptions to the contrary.ÂÂ
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ThePurse | 03/17/2026 Ask an Expert: Should I raid my retirement account to pay off my rental property?
Merit's Baylee Bryant wealth manger, Tacoma, WA, was quoted in the article about shares insight on navigating uncertainty and why stepping back is critical before making major financial moves. In the feature, she addresses a common question around using retirement funds to pay off debt and reinforces the importance of thoughtful, long-term decision-making.
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GoBankingRates | 03/15/2026 Tax Pros Warn of 4 Common Strategies That Can Trigger Costly Mistakes
Merit's Tony Pitzer, wealth manger, Southlake, TX, was quoted in the article thereâs no gain, no tax due but also no profit,â Pitzer said. âYou are better off to pay taxes on gains and walk away ⊠Taxes should never be the sole reason to hold or sell an investment. Investment decisions should lead and tax consequences should follow.âÂÂ
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MarketWatch | 03/14/2026 Filing taxes is painful enough without worrying that your accountant is judging you
Merit's Kat Grier wealth manger, partner, Alpharetta, GA, was quoted in the article about how talking about money makes many people uncomfortable. After all, you probably donât go around telling everyone what you earn and how much youâre worth.
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Merit Financial Advisors | 03/11/2026 Merit Acquires Yeomans Consulting Group
Atlanta-based Merit Financial Advisors has acquired Yeomans Consulting Group, a father-son ledGeorgia wealth management firm, adding about $434 million in assets under management.ÂÂ
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Barrons.com | 02/28/2026 Your Trust Is Out of Date. How to Fix It.
Merit's Emily Boothroyd, wealth manger, partner in Wilton, CT, was quoted in the article discussing why now may be the time to revisit older trust structures in light of higher estate tax exemptions. With today's rules, some legacy A/B trusts may create unnecessary income tax and capital gains consequences that no longer serve their original purpose.ÂÂ
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Business Insider | 01/22/2026 Wall Streeters reveal their favorite AI tools and what they use them for
Dave Elder, wealth manager and partner at Merit Financial Advisors in Alpharetta, GA, was featured in the article, which explores the growing debate around AI's effect on the white-collar workforce. While AI has useful applications, industry professionals note that it is not yet capable of replacing the relationship-driven and strategic work at the heart of the financial services industry.ÂÂ
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Merit Financial Advisors | 01/20/2026 Merit Acquires wealth team from SSC CPAs + AdvisorsÂ
Merit has acquired SSC Wealth, the $260 million financial advice team of SSC CPAs + Advisors, a Topeka, Kan.-based accounting firm. That deal will see four advisors join Merit, including Bert Falley and Michele Hammann, the latter of whom will become a regional vice president and partner at Merit while continuing in a role as chief strategy officer of SSC CPA + Advisors.ÂÂ