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 3 of 4

• Brandon LehmanCRD 5647782 · Sheboygan Falls, WI
  IA RegisteredRegistration inactive
• Steven Wayne LiebermanCRD 2161519 · Livingston, NJ
  IA RegisteredBroker
• Matthew Alan LigmanCRD 7754149 · Berwyn, PA
  IA RegisteredBroker
• Andrew Scott LubbenCRD 4631543 · Alpharetta, GA
  IA Registered
• Gregory Todd MahalickCRD 2940893 · Whitefish Bay, WI
  IA Registered
• Jerome Arthur MahalickCRD 2532456 · Whitefish Bay, WI
  IA Registered
• Allen Joseph MahnkeCRD 5657810 · De Pere, WI
  IA RegisteredBroker
• Casey Burns MahoneyCRD 6995205 · Sheboygan Falls, WI
  IA RegisteredRegistration inactive
• Blaine Gordon MalcolmCRD 4180753 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian MartinCRD 3180641 · Alpharetta, GA
  IA RegisteredBroker
• Kay MayhueCRD 3138135 · Alpharetta, GA
  IA RegisteredBroker
• Vincent Sean MccarronCRD 4472030 · Rockville, MD
  IA RegisteredBroker
• William Jay MelandCRD 1514185 · Middleton, WI
  IA Registered
• Lloyd Wendell MennengaCRD 4193684 · Madison, WI
  IA RegisteredBroker
• Marshall Deon MennengaCRD 1631587 · Madison, WI
  IA RegisteredBroker
• Tony Scott MennengaCRD 5270368 · Madison, WI
  IA RegisteredBroker
• Peter Jerome MersbergerCRD 2372186 · Sheboygan Falls, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Nicholas Jin MoonCRD 6361089 · Alpharetta, GA
  IA RegisteredBroker
• Douglas Ray MorrisCRD 4274641 · Perry, OK
  IA RegisteredBroker
• Benjamin Thomas MurphyCRD 6381200 · Snyder, TX
  IA RegisteredBroker
• Kamryn Ann MarkusCRD 7223593 · Lewisville, TX
  IA RegisteredBroker
• Amanda McallisterCRD 8095540 · Billings, MT
  IA Registered
• Trisha McclanahanCRD 6960432 · Overland Park, KS
  IA RegisteredRegistration inactive
• Joshua MersbergerCRD 5570731 · Bozeman, MT
  IA RegisteredRegistration inactive
• William Nathan MorrisonCRD 6828345 · Sheboygan Falls, WI
  IA RegisteredBroker
• Sarah MouserCRD 4701517 · Fairfax, VA
  IA Registered
• Timothy David NelsonCRD 7139287 · Edmond, OK
  IA RegisteredRegistration inactive
• Jeffrey Scott NickumCRD 2822256 · New Cumberland, PA
  IA RegisteredBroker
• Amber Nicole NguyenCRD 7051291 · Marietta, GA
  IA Registered
• Patrick Richard NoonanCRD 4541876 · Chicago, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christian Joel O'connorCRD 7197000 · Madison, WI
  IA RegisteredBroker
• John Michael O'sheaCRD 6228281 · Chicago, IL
  IA RegisteredBroker
• Kunal Bharatkumar PatelCRD 7448425 · Fuquay Varina, NC
  IA RegisteredBroker
• Liam Alexander Pearson GambleCRD 6896748 · Spokane, WA
  IA RegisteredBroker
• Joel Daniel PhillipsCRD 5540852 · Pocatello, ID
  IA RegisteredRegistration inactive
• Anthony Wayne PitzerCRD 4601505 · Southlake, TX
  IA RegisteredBroker
• Steven W PollockCRD 5173195 · San Diego, CA
  IA RegisteredBroker
• Scott PortlockCRD 2639917 · San Antonio, TX
  IA RegisteredBroker
• Christopher Jon PowersCRD 4200968 · San Antonio, TX
  IA RegisteredBroker
• Paul Richard PradelCRD 2426146 · Seattle, WA
  IA RegisteredBroker
• Lori Resnick PriceCRD 1305557 · Palm Beach Gardens, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Shawn Christena Quam-SchulzCRD 2042238 · Rockford, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy James RalphCRD 4929418 · Jupiter, FL
  IA Registered
• Jana Michele Ramsey-WeaverCRD 7024930 · Tulsa, OK
  IA RegisteredRegistration inactive
• Kathryn Vieh ReddenCRD 2294287 · Colorado Springs, CO
  IA RegisteredBroker
• Stephen Paul RegoubyCRD 1048268 · Tulsa, OK
  IA RegisteredBroker
• Barry Jonathan ReidCRD 1098603 · Des Moines, WA
  IA RegisteredBroker
• Timothy Michael ReisCRD 2317888 · West Bend, WI
  IA RegisteredBroker
• Crew Robert RisgaardCRD 7885998 · Middleton, WI
  IA RegisteredBroker
• Edwin Antonio RodriguezCRD 6545348 · Roswell, GA
  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.