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 4 of 4

• Michael Edward RoneyCRD 2790630 · Diamond Bar, CA
  IA Registered
• James Baker RussellCRD 2834992 · Alpharetta, GA
  IA RegisteredBroker
• Bijan RamirezCRD 6750986 · Issaquah, WA
  IA Registered
• Matthew ReinhardtCRD 8247755 · Mount Prospect, IL
  IA Registered
• Nicholas RodriguezCRD 7200760 · San Antonio, TX
  IA RegisteredBroker
• Eric Hein SajdakCRD 6191394 · Sheboygan Falls, WI
  IA Registered
• Robert William SeibelCRD 6971870 · Issaquah, WA
  IA RegisteredBroker
• Morgan SeidelCRD 6979846 · Sheboygan Falls, WI
  IA RegisteredBroker
• Matthew Kyle ShoresCRD 4503357 · Frisco, TX
  IA RegisteredBroker
• Laura SithensCRD 4068196 · Alpharetta, GA
  IA RegisteredBroker
• Adam Ryan SmithCRD 6496993 · Alpharetta, GA
  IA RegisteredBroker
• Tamara Denise SniderCRD 4259746 · Frisco, TX
  IA RegisteredBroker
• William Bernard SpaldingCRD 1000570 · Atlanta, GA
  IA Registered
• Sean Paul StorckCRD 5060005 · San Diego, CA
  IA RegisteredBroker
• Michael James SwensonCRD 2268142 · Madison, WI
  IA RegisteredBroker
• Mark Frederick SwingleCRD 2785218 · Westfield, NJ
  IA RegisteredRegistration inactive
• Kimberly Irene SwopeCRD 5083615 · New Cumberland, PA
  IA RegisteredBroker
• Christopher Paul ScottCRD 7345781 · Lewisville, TX
  IA Registered
• Andrew Parker SealeCRD 8197239 · Lewisville, TX
  IA Registered
• Kaelen ShayCRD 7431132 · Billings, MT
  IA Registered
• Austin Webb SmellieCRD 7829028 · Pocatello, ID
  IA Registered
• Nicole L SmithCRD 5332760 · Houston, TX
  IA RegisteredBroker
• Chad Luther StevensCRD 7070265 · Denver, CO
  IA RegisteredBroker
• Luke StortzumCRD 6942550 · Chicago, IL
  IA RegisteredBroker
• Austin SummersCRD 7121963 · Sheboygan Falls, WI
  IA RegisteredBroker
• Justin T TaillonCRD 5421689 · New Cumberland, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Amy Carol ThomasCRD 6811964 · Madison, WI
  IA RegisteredBroker
• Diane Kathrine TaylorCRD 2619920 · Livingston, NJ
  IA RegisteredBroker
• Paul Daniel TeufelCRD 6478821 · Newtown, PA
  IA RegisteredBroker
• Sydney ThompsonCRD 7332000 · Sheboygan Falls, WI
  IA RegisteredBroker
• Paul Stanton VirenCRD 2513965 · Spokane, WA
  IA RegisteredBroker
• Francesco Paul VitaleCRD 2386763 · Barrington, IL
  IA RegisteredBroker
• Layla Rene VandersliceCRD 7885616 · Marietta, GA
  IA Registered
• Daniel VernonCRD 4226863 · Boca Raton, FL
  IA Registered
• Jay Bradley WilenCRD 4002344 · Columbia, MD
  IA RegisteredBroker
• Nicholas James WilkinsCRD 4440765 · Chicago, IL
  IA RegisteredBroker
• Thomas B WilliamsCRD 1262411 · Colorado Springs, CO
  IA RegisteredBroker
• Darla D WiseCRD 5754212 · Williamsport, PA
  IA RegisteredBroker
• Cara Ruth WolenecCRD 6180692 · Middleton, WI
  IA Registered
• David Michael WahlenCRD 6437338 · Raleigh, NC
  IA RegisteredBroker
• Luke Jonathan WendorfCRD 7575590 · Sheboygan Falls, WI
  IA RegisteredRegistration inactive
• Kirk WilkersonCRD 2201733 · Alpharetta, GA
  IA Registered
• Nicholas B YeomansCRD 4541379 · Marietta, GA
  IA RegisteredRegistration inactive
• Randall Jay YeomansCRD 1194512 · Marietta, GA
  IA RegisteredRegistration inactive
• Mark Alan ZierathCRD 6024871 · Madison, WI
  IA RegisteredBroker
• Curt Heinz ZimmermannCRD 1520383 · New Cumberland, PA
  IA RegisteredBroker
• Andrea June ZoellerCRD 6423866 · Sheboygan Falls, WI
  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.