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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MERIT FINANCIAL PARTNERS LLC

CRD 141359

MASPETH, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15691884-5825-54f5-b1c2-e207204f8ce2

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Aug 31, 2017 to Mar 9, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $308MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $308M
Private client RAUM: $307MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $61.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 564
Individual clients: 93
High net worth clients: 100
Custody, client assets: $308M
SEC number: 801-111783
CRD: 141359
Filings on the tape: 19
First filed: Aug 31, 2017
Latest filed: Mar 9, 2026
Organised: Limited Liability Company, NY
Website: meritfinancialpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ELIZABETH MCKEE COX	Certified Financial Planner	MASPETH, NY \| Westport, CT	16	34	3	no
HREFNA S MARTIN	Certified Financial Planner	MASPETH, NY \| Westport, CT	10	15	2	no
RICHARD MICHAEL TERRY	Certified Financial Planner	MASPETH, NY	5	20	1	no
Edward Esposito	n/a	Staten Island, NY \| MASPETH, NY	4	15	n/a	no
JOSEPH ANTHONY MANNO	n/a	MASPETH, NY \| SOUTH SALEM, NY \| Westport, CT	4	16	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COX, ELIZABETH, MCKEE	PRINCIPAL, MANAGING MEMBER	D	yes	08/2016	Aug 31, 2017	May 3, 2024
TERRY, RICHARD, MICHAEL	CHIEF COMPLIANCE OFFICER, MANAGING MEMBER	D	yes	07/2006	Aug 31, 2017	May 3, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Westport	Ct	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$308M	$308M	5	5	1	n/a	n/a
2024	Mar 25, 2025	$314M	$314M	6	6	1	n/a	n/a
2023	Mar 13, 2024	$257M	$257M	5	5	1	n/a	n/a
2022	Feb 17, 2023	$201M	$201M	5	5	1	n/a	n/a
2021	Feb 7, 2022	$204M	$204M	5	5	1	n/a	n/a
2020	Feb 24, 2021	$150M	$150M	4	4	1	n/a	n/a
2019	Jan 27, 2020	$120M	$120M	4	4	1	n/a	n/a
2018	Feb 21, 2019	$78.4M	$78.4M	4	4	1	n/a	n/a
2017	Mar 17, 2018	$78.6M	$0	3	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$308M	$314M	-1.8%	$201M	15.4%	5	6	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
COX FINANCIAL SERVICES, LLC	2	Dec 31, 2016	Nov 17, 2015	WESTPORT, CT	Team lift out	Other	100.0%

Relationships

Registered with (6)

← JOSEPH ANTHONY MANNOAdvisorregistration: current employment
Oct 17, 2025 to presentfactForm ADV
← Edward EspositoAdvisorregistration: current employment
Sep 30, 2021 to presentfactForm ADV
← RICHARD MICHAEL TERRYAdvisorregistration: previous registration
Sep 3, 2015 to Apr 28, 2020factForm ADV
← HREFNA S MARTINAdvisorregistration: current employment
Nov 17, 2015 to presentfactForm ADV
← ELIZABETH MCKEE COXAdvisorregistration: current employment
Mar 9, 2010 to presentfactForm ADV
← MELISSA WALLING ADAMSAdvisorregistration: previous registration
Mar 13, 2018 to Aug 5, 2025factForm ADV

Controls (2)

← COX, ELIZABETH, MCKEEOwnerPRINCIPAL, MANAGING MEMBER, ownership code D, individual
Aug 31, 2017 to May 3, 2024factForm ADV
← TERRY, RICHARD, MICHAELOwnerCHIEF COMPLIANCE OFFICER, MANAGING MEMBER, ownership code D, individual
Aug 31, 2017 to May 3, 2024factForm ADV

Dated events

Occurred
Aug 5, 2025
Advisor changed firm
Melissa Walling Adams left Merit Financial Partners Llc for Achieve Retirement & Wealth Management, Llc (registered 2025-07-31)
Form ADVobserved 4 days ago
Occurred
Aug 31, 2017
First Form ADV filing
Merit Financial Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15691884-5825-54f5-b1c2-e207204f8ce2
First observed: Aug 31, 2017
Last observed: Mar 9, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MERIT FINANCIAL PARTNERS LLC

CRD 141359

MASPETH, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:15691884-5825-54f5-b1c2-e207204f8ce2

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ELIZABETH MCKEE COX

Certified Financial Planner

MASPETH, NY | Westport, CT

HREFNA S MARTIN

Certified Financial Planner

MASPETH, NY | Westport, CT

RICHARD MICHAEL TERRY

Certified Financial Planner

MASPETH, NY

Edward Esposito

n/a

Staten Island, NY | MASPETH, NY

n/a

JOSEPH ANTHONY MANNO

n/a

MASPETH, NY | SOUTH SALEM, NY | Westport, CT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COX, ELIZABETH, MCKEE

PRINCIPAL, MANAGING MEMBER

yes

08/2016

Aug 31, 2017

May 3, 2024

TERRY, RICHARD, MICHAEL

CHIEF COMPLIANCE OFFICER, MANAGING MEMBER

yes

07/2006

Aug 31, 2017

May 3, 2024

City

State

Country

Employees

Also broker-dealer

Westport

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$308M

n/a

2024

Mar 25, 2025

$314M

n/a

2023

Mar 13, 2024

$257M

n/a

2022

Feb 17, 2023

$201M

n/a

2021

Feb 7, 2022

$204M

n/a

2020

Feb 24, 2021

$150M

n/a

2019

Jan 27, 2020

$120M

n/a

2018

Feb 21, 2019

$78.4M

n/a

2017

Mar 17, 2018

$78.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$308M

$314M

-1.8%

$201M

15.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

COX FINANCIAL SERVICES, LLC

Dec 31, 2016

Nov 17, 2015

WESTPORT, CT

Team lift out

Other

100.0%