Merit Financial Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

142457

SEC number

801-67462

Firm type

RIA

Assets under management

$23.9B as of Jun 8, 2026

Website

www.instagram.com/meritfinadvisor ↗

Phone

678-867-7050

Address

2400 Lakeview Parkway, Alpharetta, GA, 30009

Advisors at this firm

197 in our index · page 1 of 4

• Craig Michael AndersonCRD 1707316 · Alpharetta, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Marcus Lee AndersonCRD 4394730 · Charlotte, NC
  IA RegisteredBroker
• Jennifer Chelsea AntoshCRD 7426332 · Potomac, MD
  IA Registered
• Ashley Dawn AndersonCRD 6988638 · Pocatello, ID
  IA Registered
• Christopher M ArmstrongCRD 6231829 · Alpharetta, GA
  IA Registered
• Shawna Kristine BainCRD 1881376 · Issaquah, WA
  IA RegisteredBroker
• Thomas Aaron BakamusCRD 5779874 · Issaquah, WA
  IA RegisteredBroker
• Francis Albert BautzCRD 3217237 · Boynton Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick Stephen BealeCRD 4761440 · Angleton, TX
  IA RegisteredBroker
• Elena BonillaCRD 7514141 · Madison, WI
  IA RegisteredBroker
• Douglas Cory BranchCRD 4389838 · Oakland Park, FL
  IA RegisteredBroker
• James Thomas BreenCRD 4480405 · Alpharetta, GA
  IA Registered
• Baylee Ann BryantCRD 7463899 · Tacoma, WA
  IA RegisteredBroker
• James Preston ByersCRD 4497640 · Alpharetta, GA
  IA RegisteredBroker
• Robert M BirgenCRD 1659476 · Diamond Bar, CA
  IA RegisteredRegistration inactive
• Brian L BrashawCRD 5657176 · Papillion, NE
  IA RegisteredBroker
• John Benedict BrazierCRD 7014571 · Sheboygan Falls, WI
  IA RegisteredBroker
• Isaiah BroylesCRD 7512710 · Billings, MT
  IA RegisteredRegistration inactive
• Nathaniel Lewis BurstinCRD 5056716 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Aaron Michael CalhounCRD 7291088 · Marietta, GA
  IA Registered
• Thomas Kern CampbellCRD 5389100 · Raleigh, NC
  IA RegisteredBroker
• Patrick Kenneth CarrollCRD 1073745 · Rockville, MD
  IA RegisteredBroker
  Disclosure event(s) on record
• William Robert CaseyCRD 1094418 · Manitowoc, WI
  IA Registered
• Joseph Roderick CilleyCRD 3265431 · Tacoma, WA
  IA RegisteredBroker
• Brian John ClevenCRD 4188820 · Middleton, WI
  IA Registered
• James Donald ColbourneCRD 2565009 · Alpharetta, GA
  IA RegisteredBroker
• Michael Scott CroweCRD 4642403 · Birmingham, AL
  IA RegisteredBroker
• Thomas Craig ClarkCRD 7038373 · Chicago, IL
  IA RegisteredBroker
• Patrice CobbCRD 6721120 · Alpharetta, GA
  IA RegisteredBroker
• Andrew Jacob CortezCRD 7540664 · Pocatello, ID
  IA Registered
• John CoteCRD 2673142 · Fernandina Beach, FL
  IA RegisteredBroker
• Jill Lovett CrawfordCRD 4665148 · Alpharetta, GA
  IA Registered
• Lauren Michelle DaltonCRD 6485147 · Pocatello, ID
  IA RegisteredRegistration inactive
• David James DohertyCRD 2059881 · San Antonio, TX
  IA Registered
• Deborah Lynn DoughertyCRD 6265394 · Albany, GA
  IA RegisteredBroker
• Heather Lynn DouglassCRD 2963975 · Hoschton, GA
  IA RegisteredBroker
• David S ElderCRD 5273111 · Alpharetta, GA
  IA RegisteredBroker
• James Earl EwingCRD 4420536 · Madison, WI
  IA RegisteredBroker
• Daniel EstradaCRD 7435023 · Diamond Bar, CA
  IA RegisteredBroker
• Steven Richard FaganCRD 4677094 · Rockford, IL
  IA RegisteredBroker
• Bert Leroy FalleyCRD 2309631 · Lawrence, KS
  IA RegisteredRegistration inactive
• Todd Michael FeldmanCRD 2772420 · Rockville, MD
  IA RegisteredBroker
• Michael Donald FitchCRD 1449911 · Sebring, FL
  IA RegisteredRegistration inactive
• Cameron Wesley FosterCRD 2973525 · American Fork, UT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Cassandra Anne FrederiksenCRD 6162761 · Spokane, WA
  IA RegisteredBroker
• Stephen Andrew FrickCRD 6243789 · Jacksonville, FL
  IA RegisteredBroker
• Mark David FriedCRD 2028237 · Newtown, PA
  IA Registered
• Philip John FerraraCRD 4235993 · Durham, NC
  IA RegisteredRegistration inactive
• Daylen Julius FleitmanCRD 7990427 · Frisco, TX
  IA RegisteredBroker
• Joanne GautrauCRD 1831029 · Wilton, CT
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.