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 2 of 4

• Thomas Wayne GayCRD 3198909 · Albany, GA
  IA RegisteredBroker
• Larry Dean GoebelCRD 1170398 · Fond Du Lac, WI
  IA RegisteredBroker
• Bruce Carlton GordonCRD 2544660 · Albany, GA
  IA RegisteredBroker
• Melissa Lynn GriffithCRD 6258906 · Birmingham, AL
  IA RegisteredBroker
• Billy Macon GrissomCRD 7296914 · Raleigh, NC
  IA RegisteredBroker
• Ty Thayne GentryCRD 7609473 · Pocatello, ID
  IA Registered
• Terence A GibbonsCRD 7059147 · New Cumberland, PA
  IA RegisteredBroker
• Ryan James GomendiCRD 6638708 · Billings, MT
  IA RegisteredRegistration inactive
• Katherine Anne GrierCRD 7882231 · Alpharetta, GA
  IA Registered
• David James GrundyCRD 7800966 · Denver, CO
  IA RegisteredBroker
• Bret HackettCRD 4687911 · Southlake, TX
  IA RegisteredBroker
• Michele Christine HammannCRD 7025129 · Lawrence, KS
  IA RegisteredRegistration inactive
• Doane Farr HarrisonCRD 4255667 · Norman, OK
  IA RegisteredRegistration inactive
• Robert Scott HarshaCRD 4697363 · Billings, MT
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Steven Anthony HendersonCRD 2581092 · Tulsa, OK
  IA RegisteredBroker
• Carly Phillips HensleyCRD 4671589 · Charlotte, NC
  IA RegisteredBroker
• James Mckendrick HoustonCRD 2867589 · American Fork, UT
  IA RegisteredRegistration inactive
• Donald Clark HammondCRD 2670273 · Sheboygan Falls, WI
  IA RegisteredRegistration inactive
• Ashley Maurine HelmCRD 6262042 · Rockville, MD
  IA RegisteredBroker
• Joshua Robert HewlettCRD 7520304 · Williamsport, PA
  IA RegisteredBroker
• Tevin Deante HillCRD 6597154 · Newtown, PA
  IA RegisteredBroker
• Jeffrey Robert HilleslandCRD 6545367 · Charlotte, NC
  IA RegisteredBroker
• Robyn Elizabeth JamesonCRD 4571916 · Berwyn, PA
  IA RegisteredBroker
• Paul Harvey JochimsenCRD 1813508 · Sheboygan Falls, WI
  IA RegisteredRegistration inactive
• Delaney Jane JeanCRD 6969125 · Williamsport, PA
  IA RegisteredBroker
• Christian A KalninsCRD 6343270 · Sheboygan Falls, WI
  IA RegisteredRegistration inactive
• John Franklin KeeneCRD 1811024 · Williamsport, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• George D KegerreisCRD 6143313 · New Cumberland, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rick Lee KentCRD 2871310 · Alpharetta, GA
  IA RegisteredBroker
• Randall Waner KimCRD 854810 · Issaquah, WA
  IA RegisteredBroker
• Tina Louise KingCRD 4550622 · Franklin, TN
  IA RegisteredBroker
• Joy Davis KirschCRD 1387753 · Southlake, TX
  IA RegisteredRegistration inactive
• Garland Brent KizerCRD 4063668 · Barrington, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua Steven KonenCRD 6378815 · Bellingham, WA
  IA RegisteredBroker
• Royce P KurtzCRD 6315224 · Madison, WI
  IA RegisteredBroker
• Sydney Leigh KatzmarkCRD 7870826 · Lewisville, TX
  IA RegisteredBroker
• Allen KleinCRD 6953284 · Boca Raton, FL
  IA RegisteredBroker
• Tyler J KnappCRD 7149287 · Alpharetta, GA
  IA RegisteredBroker
• Anthony Ernest LajeunesseCRD 4460486 · Southgate, MI
  IA RegisteredBroker
• Brian P. LangCRD 5438011 · Topeka, KS
  IA RegisteredRegistration inactive
• Matthew Drew LankfordCRD 6144602 · Jonesboro, GA
  IA RegisteredBroker
• Gabriel E. LapitoCRD 5337181 · Billings, MT
  IA RegisteredRegistration inactive
• Chester William LeeCRD 2836975 · Dodgeville, WI
  IA Registered
  Disclosure event(s) on record
• Chrissy A LeeCRD 5325251 · Alpharetta, GA
  IA RegisteredBroker
• Daryl John LepageCRD 2293580 · Rocky Hill, CT
  IA RegisteredBroker
• Lauren Eudora LewisCRD 4861717 · Alpharetta, GA
  IA RegisteredBroker
• Gerard Joseph LongoCRD 2671781 · Naples, FL
  IA Registered
  Disclosure event(s) on record
• Christopher Stephen LoutsisCRD 5210335 · Issaquah, WA
  IA RegisteredBroker
• Scott Allen LumbatisCRD 5374509 · Hershey, PA
  IA RegisteredBroker
• Margarite LynchCRD 5566456 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record

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.