DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Merit Financial Advisors

Broker-dealer affiliated wealth managerAlpharetta, GeorgiaCRD 142457SEC 801-67462website IAPD

Legal name Merit Financial Group, LLC

Latest filing Jun 8, 2026

First filing on the tape Jan 31, 2012 · 83 filings

SEC status approved since Jan 31, 2007

RAUM

$24B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

75%

$18B individuals and HNW

Advisors

284

registered through the firm on IAPD

RAUM per advisor

$84.1M

derived; firm RAUM over IAPD count

Employees

470

229 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

83 filings and snapshots on the tape

RAUM$24B as of Jun 8, 2026

Mar 13, 2012$330M then

HNW client RAUM$11B as of Jun 8, 2026

Mar 29, 2018$650M then

State-registered IARs (5.B.3)236 as of Jun 8, 2026

Mar 13, 20120 then

Employees (5.A)470 as of Jun 8, 2026

Mar 8, 201326 then

Private funds: no history

RAUM +126% over the last fiscal year+63% a year over threeIARs 145 to 236offices 59 to 65

Practice profile

derived from the filing of Jun 8, 2026; every figure names its basis

Archetypes, each a printed rule

Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
Consolidator · three or more firms absorbed (half or more of their registered advisors moved to this adviser within 14 days) in 24 months
HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $84.4MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 71derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.6MderivedHNW RAUM over HNW clients
Average account: $1.2MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 19%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.7derivedItem 5.A over advisors
Advisors per office: 4.3derived66 offices incl. principal (1.F.5)
RAUM growth, one year: +126%derivedbetween the last two annual amendments
Advisor growth, one year: +63%derivedItem 5.B.3 between annual amendments
Client growth, one year: +41%derived
Compensation: percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
Financial planning clients: 1,000reportedItem 5.H
Wrap fee program: $2.3BreportedItem 5.I
Custody: $3.6B, 7,194 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months: 9derivedhalf or more of a firm's advisors moved here within 14 days
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

is a broker-dealer (6.A.1)
is an insurance broker or agent (6.A.6)
buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)
an independent public accountant performs a surprise examination (9.C.1)
marketing includes testimonials (5.L.1.c)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$11B47%
Individuals$6.7B28%
Pension and profit-sharing plans$4.4B18%
Corporations and businesses$1.3B5.4%
Charitable organizations$201M0.8%
Other investment advisers$14,0580.0%

Individual clients: 15,696reported
HNW clients: 4,344reported
Pension plan clients: 434reported
Charitable clients: 52reported
Accounts: 20,710reported
Financial planning clients: 1,000reported
Wrap fee programs: $0 sponsored, $0 managedreported
Custody of client assets: $3.6B for 7,194 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.75 fund_share=0.0 institutional_share=0.19 related_bd=true related_bank=false bd_reps=407.0derived

Advisors registered through the firm

284 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Timothy Maxwell Brennan	Deerfield, Il	Mar 10, 2004	34 y	0
Rick Lee KentCertified Financial Planner	Alpharetta, Ga	Feb 1, 2007	29 y	3
James Baker RussellChartered Financial Consultant	Alpharetta, Ga	Aug 22, 2007	29 y	1
David S Elder	Alpharetta, Ga	Dec 21, 2009	19 y	1
Carly Phillips Hensley	Charlotte, Nc	Dec 6, 2010	20 y	1
Michael Scott Crowe	Birmingham, Al	Feb 23, 2012	20 y	6
Laura Sithens	Alpharetta, Ga	Jun 4, 2015	20 y	3
Scott Christopher Meyer	Alpharetta, Ga	Jun 16, 2015	18 y	5
Andrew Scott LubbenCertified Financial Planner	Alpharetta, Ga	Oct 15, 2015	26 y	1
Kirk Wilkerson	Alpharetta, Ga	Nov 2, 2015	34 y	1
Jill Lovett CrawfordCertified Financial Planner	Alpharetta, Ga	Nov 4, 2015	23 y	1
Kelly Chesser Gallimore	Alpharetta, Ga	Dec 1, 2015	15 y	1
James Donald Colbourne	Alpharetta, Ga	Feb 8, 2016	29 y	4
Melissa Lynn Griffith	Alpharetta, Ga	Mar 10, 2016	11 y	1
Craig Michael Anderson	Alpharetta, Ga	Apr 15, 2016	35 y	3
Marcus Lee Anderson	Charlotte, Nc	Nov 14, 2016	25 y	2
Zachary BeckerleyCertified Financial Planner	Alpharetta, Ga	Oct 30, 2017	17 y	5
Matthew Kyle Shores	Alpharetta, Ga	Oct 31, 2017	22 y	5
Blaine Gordon MalcolmCertified Financial Planner	Alpharetta, Ga	Oct 31, 2017	26 y	7
Tamara Denise Snider	Frisco, Tx	Nov 2, 2017	17 y	4
Kay MayhueCertified Financial Planner	Alpharetta, Ga	Nov 15, 2017	26 y	7
Brad Lynn Cast	Alpharetta, Ga	Nov 15, 2017	26 y	5
Brian Martin	Alpharetta, Ga	Apr 30, 2018	24 y	5
Jennifer E Keegan	Alpharetta, Ga	Jul 13, 2018	10 y	0
Margarite Lynch	Alpharetta, Ga	Jul 15, 2019	14 y	0
Kathryn Vieh ReddenCertified Financial Planner, Chartered Financial Consultant	Colorado Springs, Co	Sep 3, 2019	25 y	3
Deborah Brittsan Stamets	Davidson, Nc	Sep 12, 2019	11 y	0
Emily Susan BoothroydCertified Financial Planner	Wilton, Ct	Nov 1, 2019	15 y	4
Hollis Jill Hardiman	Palm City, Fl	Nov 1, 2019	12 y	2
Bret HackettCertified Financial Planner	Southlake, Tx	Nov 2, 2019	23 y	4
Joy Davis Kirsch	Dallas, Tx	Nov 2, 2019	41 y	3
Anthony Wayne PitzerCertified Financial Planner	Southlake, Tx	Nov 2, 2019	23 y	1
Lori Resnick Price	Palm Beach Gardens, Fl	Nov 3, 2019	41 y	3
Stephen Andrew Frick	Jacksonville, Fl	Nov 12, 2019	12 y	2
Thomas B WilliamsCertified Financial Planner	Alpharetta, Ga	Mar 24, 2020	27 y	4
Chad Luther StevensCertified Financial Planner	Alpharetta, Ga	Aug 18, 2020	11 y	1
Francis Albert Bautz	Alpharetta, Ga	Sep 2, 2020	27 y	4
Steven W PollockCertified Financial Planner	Alpharetta, Ga	Sep 16, 2020	20 y	5
Sean Paul StorckCertified Financial Planner	Alpharetta, Ga	Sep 16, 2020	20 y	5
Sean M Moore	Alpharetta, Ga	Sep 22, 2020	23 y	1

All 284 advisors at Merit Financial Advisors

Advisor movement

6 left, 91 joined in 12 months

net +85 in 12 months2 left in 90 days20 joined in 90 daysdeparture rate 2.1% of current headcount29 left over 36 months

Left, latest

Daylen Julius Fleitman to Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jul 7, 2026 · Affiliated broker-dealer or bank to wirehouse
Luke Jonathan Wendorf to Longevity Wealth Advisory LLC
Jul 6, 2026 · Affiliated broker-dealer or bank to a state-registered adviser
Mark Daniel Skolka to Conrad Siegel Investment Advisors
May 14, 2026 · Other
Matthew Aaron Krier to LPL Financial LLC
Feb 23, 2026 · RIA to affiliated broker-dealer or bank
Jacob Levine to Trout Capital Management, LLC
Jan 6, 2026 · RIA to a state-registered adviser
Charles Richard Ambroselli to Lcp Institutional, LLC
Oct 9, 2025 · RIA to RIA
Noah Wiegand to Merrill Lynch, Pierce, Fenner & Smith Incorporated
Jul 8, 2025 · RIA to wirehouse
Benjamin Allan Michalski to Paragon Capital Management
Apr 1, 2025 · RIA to RIA
Christy Stina to Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mar 10, 2025 · RIA to wirehouse
Kristen Carithers to J.P. Morgan Securities LLC
Feb 19, 2025 · RIA to wirehouse
Ronald Edward Mcintire to Omni 360 Wealth, Inc.
Feb 7, 2025 · RIA to RIA
Jennifer Cox Mann to Commonwealth Financial Network
Oct 4, 2024 · RIA to affiliated broker-dealer or bank
Scott Parker Inabnet to LPL Financial LLC
Sep 9, 2024 · RIA to affiliated broker-dealer or bank
Samantha Stringer to I.M. Financial, LLC
Sep 9, 2024 · Other
Robert Allen Novak to LPL Financial LLC
Sep 9, 2024 · RIA to affiliated broker-dealer or bank

Joined, latest

Kimberly Spence from Savant Wealth Management
Sep 10, 2026 · RIA to affiliated broker-dealer or bank
Thomas Peter Mcdonnell from Lido
Sep 3, 2026 · RIA to affiliated broker-dealer or bank
Duncan Reidner from Edward Jones
Sep 1, 2026 · Affiliated broker-dealer or bank to another
Connor Mason from Commonwealth Financial Network
Aug 14, 2026 · Affiliated broker-dealer or bank to another
Tucker Sandercock from Chatham Wealth Management
Aug 14, 2026 · RIA to affiliated broker-dealer or bank
Jesse Walter Bell from Commonwealth Financial Network
Aug 14, 2026 · Affiliated broker-dealer or bank to another
Ryan Garrick Waldrip from Empower Advisory Group, LLC
Aug 11, 2026 · Affiliated broker-dealer or bank to another
Leo Pui Hong Wai from Commonwealth Financial Network
Aug 3, 2026 · Affiliated broker-dealer or bank to another
Scott Elliott Miller from Commonwealth Financial Network
Aug 3, 2026 · Affiliated broker-dealer or bank to another
Arin Hovanesian from Commonwealth Financial Network
Aug 3, 2026 · Affiliated broker-dealer or bank to another
Sean Alex Montgomery from Commonwealth Financial Network
Aug 3, 2026 · Affiliated broker-dealer or bank to another
Matthew Bryan Dupon from Commonwealth Financial Network
Jul 31, 2026 · Affiliated broker-dealer or bank to another
Katrina Daley- Deus from Ameriprise Financial Services, LLC
Jul 29, 2026 · Affiliated broker-dealer or bank to another
Timothy James Williams from Wealth Enhancement Advisory Services, LLC
Jul 29, 2026 · Affiliated broker-dealer or bank to another
Gabriela Cossio from J.P. Morgan Securities LLC
Jul 28, 2026 · Wirehouse to affiliated broker-dealer or bank

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 left for LPL Financial LLC
Sep 9, 2024 · Greenwood Village, Co
4 left for Synergy Investment Management LLC
Aug 30, 2024 · Alpharetta, Ga
2 left for Guided Capital Wealth Management, LLC
Nov 30, 2020 · Alpharetta, Ga

2 joined from Commonwealth Financial Network
Aug 17, 2026 · Marquette, Mi
4 joined from Commonwealth Financial Network
Aug 3, 2026 · Pasadena, Ca
3 joined from Kestra Advisory Services, LLC
Jul 21, 2026 · Towson, Md
2 joined from Summit Financial, LLC
May 8, 2026 · Livingston, Nj
5 joined from Your Retirement Coach
Mar 31, 2026 · Marietta, Ga · Firm absorbed
2 joined from Stone Creek Capital Management LLC
Mar 31, 2026 · Boca Raton, Fl
4 joined from Commonwealth Financial Network
Mar 30, 2026 · Billings, Mt
2 joined from Commonwealth Financial Network
Mar 30, 2026 · Gillette, Wy

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Douglas John Baxley · Chief Compliance Officercontrol
since 11/2023 · owns less than 5%
Lee Rick Kent · Chief Executive Officercontrol
since 03/1997 · owns less than 5%
A Chrissy Lee · Chief Operating Officercontrol
since 10/2022 · owns less than 5%
Lynn Kay Mayhue · President Of The Investment Advisercontrol
since 11/2017 · owns less than 5%
Kevin Michael Mitchell · Chief Financial Officercontrol
since 01/2023 · owns less than 5%
Lee Rick Kent · Shareholdercontrol
since 03/2022 · owns 75% or more of Merit Financial, Inc.

Entity owners

Merit Intermediate Holdings, LLC · Holding Company Owner Of The Investment Adviser
direct · owns 75% or more
Aspire Holdings, LLC · Member
indirect · owns 75% or more of Project Alpha Acquisition, LLC
Hggc Fund Vi - A, L.P. · Member
indirect · owns 50% to 75% of Aspire Holdings, LLC
Merit Financial, Inc. · Member
indirect · owns 25% to 50% of Merit Holdings, LLC
Merit Holdings, LLC · Member
indirect · owns 75% or more of Merit Intermediate Holdings, LLC
Project Alpha Acquisition, LLC · Member
indirect · owns 25% to 50% of Merit Holdings, LLC

Related persons

Schedule D 7.A

Stone Creek Capital Management LLC
investment advisern

Advisers that list Merit Financial Advisors as a related person

164456 y
284775 n

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left
Alpharetta, Ga · principal	282	103	5
Sheboygan Falls, Wi	20	1	0
Madison, Wi	10	10	0
Issaquah, Wa	9	0	0
Pocatello, Id	8	1	0
Chicago, Il	8	8	0
Boca Raton, Fl	7	3	0
Mechanicsburg, Pa	6	1	0
Frisco, Tx	6	1	0
Billings, Mt	6	6	0
Williamsport, Pa	5	0	0
Charlotte, Nc	5	0	0
Rockville, Md	5	5	0
Lewisville, Tx	5	2	0
Topeka, Ks	5	5	0
Marietta, Ga	5	5	0
Middleton, Wi	5	0	0
Overland Park, Ks	5	5	0
Spokane, Wa	5	1	0
Newtown, Pa	5	4	0

All 58 offices

Post-acquisition retention

advisors of absorbed firms still registered here after the move

Firms absorbed: 11 since 2015, 9 in 24 monthsderived
Advisors acquired: 49derived
Still registered after 90 days: 98% of 49derived
After 180 days: 98% of 44derived
After 365 days: 97% of 32derived
After 730 days: 88% of 8derived
Team lift-outs after: 4derivedteams that left this firm within two years of an absorption

Lower bound: a person who left the industry is on neither side of the tape, and a re-registration to an affiliated CRD of the same group counts as a departure.

Offices

Schedule D 1.F, the 25 largest

Roswell, GA12 employees
Sheboygan Falls, WI11 employees
Issaquah, WA8 employees
Williamsport, PA8 employees
Frisco, TX5 employees
Charlotte, NC5 employees
Denver, CO5 employees
Boynton Beach, FL3 employees
Diamond Bar, CA3 employees
Southlake, TX3 employees
Spokane, WA3 employees
Tacoma, WA3 employees
Tulsa, OK3 employees
Wilton, CT3 employees
Albany, GA3 employees
, 2 employees
Birmingham, AL2 employees
Boca Raton, FL2 employees
De Pere, WI2 employees
Greenwood Village, CO2 employees
Jacksonville, FL2 employees
Maitland, FL2 employees
San Diego, CA2 employees
West Bend, WI2 employees

ADV anomalies

5 against comparable advisers; where to look, not conclusions

control person changedChange between filings · filing Jun 8, 2026
Mitchell, Michael, Kevin (CHIEF FINANCIAL OFFICER) left Schedule A between the filings of 2024-11-21 and 2026-06-08
peers: affiliated wealth managers, $20B and over (50)
account count collapseChange between filings · filing Mar 31, 2026
accounts (Item 5.F.2.f) moved from 31,882.0 to 20,710.0 (-35.0%) between the annual amendments of 2025-04-28 and 2026-03-31; the peer median change was +13.0% (50 comparable advisers, 2.0th percentile of changes)
peers: affiliated wealth managers, $20B and over (50) · 2.0% percentile
advisor count surgeChange between filings · filing Mar 31, 2026
advisory representatives (Item 5.B.3) moved from 145.0 to 236.0 (+63.0%) between the annual amendments of 2025-04-28 and 2026-03-31; the peer median change was +7.0% (49 comparable advisers, 100.0th percentile of changes)
peers: affiliated wealth managers, $20B and over (49) · 100% percentile
employee count surgeChange between filings · filing Mar 31, 2026
employees (Item 5.A) moved from 279.0 to 470.0 (+68.0%) between the annual amendments of 2025-04-28 and 2026-03-31; the peer median change was +7.0% (50 comparable advisers, 96.0th percentile of changes)
peers: affiliated wealth managers, $20B and over (50) · 96% percentile
RAUM up 50 %Change between filings · filing Mar 31, 2026
RAUM (Item 5.F) moved from $10,576,048,244 to $23,875,298,692 (+126.0%) between the annual amendments of 2025-04-28 and 2026-03-31; the peer median change was +20.0% (50 comparable advisers, 98.0th percentile of changes)
peers: affiliated wealth managers, $20B and over (50) · 98% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 31,882 to 20,710
Sep 12, 2025 to Mar 31, 2026
Advisory employees · 144 to 229
Sep 12, 2025 to Mar 31, 2026
BD registered reps · 144 to 407
Sep 12, 2025 to Mar 31, 2026
Corporate clients · 177 to 184
Sep 12, 2025 to Mar 31, 2026
HNW clients · 2,566 to 4,344
Sep 12, 2025 to Mar 31, 2026
Individual clients · 11,609 to 15,696
Sep 12, 2025 to Mar 31, 2026
Pension plan clients · 13 to 434
Sep 12, 2025 to Mar 31, 2026
Assets in custody · $2.4B to $3.6B
Sep 12, 2025 to Mar 31, 2026
Custody of client assets · false to true
Sep 12, 2025 to Mar 31, 2026
Employees · 279 to 470
Sep 12, 2025 to Mar 31, 2026
State-registered IARs · 145 to 236
Sep 12, 2025 to Mar 31, 2026
Other offices · 59 to 65
Sep 12, 2025 to Mar 31, 2026
Discretionary RAUM · $11B to $24B
Sep 12, 2025 to Mar 31, 2026
HNW RAUM · $5.4B to $11B
Sep 12, 2025 to Mar 31, 2026
Individual RAUM · $3.9B to $6.7B
Sep 12, 2025 to Mar 31, 2026
Non-discretionary RAUM · $8.9M to $5.4M
Sep 12, 2025 to Mar 31, 2026
Pension RAUM · $11.6M to $4.4B
Sep 12, 2025 to Mar 31, 2026
RAUM · $11B to $24B
Sep 12, 2025 to Mar 31, 2026
Related adviser · true to false
Sep 12, 2025 to Mar 31, 2026
Related broker-dealer · false to true
Sep 12, 2025 to Mar 31, 2026
Related insurance company · false to true
Sep 12, 2025 to Mar 31, 2026
Financial planning clients · More than 500 to More than 500
Mar 3, 2025 to Apr 28, 2025
Accounts · 25,088 to 31,882
Nov 25, 2024 to Mar 3, 2025
Advisory employees · 117 to 144
Nov 25, 2024 to Mar 3, 2025
BD registered reps · 143 to 144
Nov 25, 2024 to Mar 3, 2025
Charity clients · 17 to 52
Nov 25, 2024 to Mar 3, 2025
Corporate clients · 33 to 177
Nov 25, 2024 to Mar 3, 2025
HNW clients · 2,310 to 2,566
Nov 25, 2024 to Mar 3, 2025
Individual clients · 9,109 to 11,609
Nov 25, 2024 to Mar 3, 2025
Pension plan clients · 6 to 13
Nov 25, 2024 to Mar 3, 2025
Assets in custody · $3.4B to $2.4B
Nov 25, 2024 to Mar 3, 2025
Employees · 258 to 279
Nov 25, 2024 to Mar 3, 2025
Insurance-licensed employees · 1 to 0
Nov 25, 2024 to Mar 3, 2025
Financial planning clients · 101-250 to More than 500
Nov 25, 2024 to Mar 3, 2025
State-registered IARs · 139 to 145
Nov 25, 2024 to Mar 3, 2025
Other offices · 47 to 59
Nov 25, 2024 to Mar 3, 2025
Discretionary RAUM · $7.2B to $11B
Nov 25, 2024 to Mar 3, 2025
HNW RAUM · $4.2B to $5.4B
Nov 25, 2024 to Mar 3, 2025
Individual RAUM · $3.0B to $3.9B
Nov 25, 2024 to Mar 3, 2025
Non-discretionary RAUM · $7.5M to $8.9M
Nov 25, 2024 to Mar 3, 2025

Signals

60 dated events

Amber Nicole Nguyen no longer holds an investment adviser registration (last listed at Merit Financial Advisors on the 2026-09-15 feed)
Sep 15, 2026 · Advisor registration ended · derived
2 advisors left Commonwealth Financial Network (Marquette, MI) for Merit Financial Advisors on the same day
Aug 17, 2026 · Team lift-out · derived
4 advisors left Commonwealth Financial Network (Pasadena, CA) for Merit Financial Advisors on the same day
Aug 3, 2026 · Team lift-out · derived
2 advisors left Kestra Advisory Services, LLC (Towson, MD) for Merit Financial Advisors on the same day
Jul 21, 2026 · Team lift-out · derived
Luke Jonathan Wendorf left Merit Financial Advisors for Longevity Wealth Advisory Llc (registered 2026-07-07)
Jul 6, 2026 · Advisor changed firm · fact
Mark Daniel Skolka left Merit Financial Advisors for Conrad Siegel Investment Advisors (registered 2026-06-04)
May 14, 2026 · Advisor changed firm · fact
2 advisors left Summit Financial, LLC (Livingston, NJ) for Merit Financial Advisors on the same day
May 8, 2026 · Team lift-out · derived
2 advisors left Stone Creek Capital Management LLC (Boca Raton, FL) for Merit Financial Advisors on the same day
Mar 31, 2026 · Team lift-out · derived
Your Retirement Coach's advisors moved to Merit Financial Advisors (Marietta, GA): 5 of 5 registered, on the same day
Mar 31, 2026 · Firm absorbed (people side) · derived
Merit Financial Advisors reported RAUM $23.9B, up 126% from $10.6B (2025-09-12 to 2026-03-31)
Mar 31, 2026 · RAUM change · derived
Merit Financial Advisors reported 236 state-registered advisory representatives, up from 145 (2025-09-12 to 2026-03-31)
Mar 31, 2026 · Advisor headcount change · derived
Merit Financial Advisors reported 65 offices beyond its principal office, up from 59 (2025-09-12 to 2026-03-31)
Mar 31, 2026 · Office count change · derived
4 advisors left Commonwealth Financial Network (Billings, MT) for Merit Financial Advisors on the same day
Mar 30, 2026 · Team lift-out · derived
2 advisors left Commonwealth Financial Network (Gillette, WY) for Merit Financial Advisors on the same day
Mar 30, 2026 · Team lift-out · derived
5 advisors left Wealthcare Advisory Partners LLC (Lawrence, KS) for Merit Financial Advisors on the same day
Feb 25, 2026 · Team lift-out · derived
Matthew Aaron Krier left Merit Financial Advisors for Lpl Financial Llc (registered 2026-02-13)
Feb 23, 2026 · Advisor changed firm · fact
4 advisors left Commonwealth Financial Network (Newtown, PA) for Merit Financial Advisors on the same day
Feb 9, 2026 · Team lift-out · derived
2 advisors left Commonwealth Financial Network (Waltham, MA) for Merit Financial Advisors within 14 days
Jan 26, 2026 · Team lift-out · derived
3 advisors left Commonwealth Financial Network (Trenton, MI) for Merit Financial Advisors within 3 days
Jan 23, 2026 · Team lift-out · derived
Jacob Levine left Merit Financial Advisors for Trout Capital Management, Llc (registered 2026-08-05)
Jan 6, 2026 · Advisor changed firm · fact
Global Wealth Advisors's advisors moved to Merit Financial Advisors (San Antonio, TX): 6 of 9 registered, on the same day
Jan 2, 2026 · Firm absorbed (people side) · derived
Obsidian Personal Planning Solutions, LLC's advisors moved to Merit Financial Advisors (Rockville, MD): 6 of 7 registered, on the same day
Dec 4, 2025 · Firm absorbed (people side) · derived
6 advisors left Commonwealth Financial Network (Chicago, IL) for Merit Financial Advisors a day apart
Nov 17, 2025 · Team lift-out · derived
2 advisors left Commonwealth Financial Network (Sarasota, FL) for Merit Financial Advisors a day apart
Nov 17, 2025 · Team lift-out · derived
2 advisors left Commonwealth Financial Network (Fitchburg, WI) for Merit Financial Advisors on the same day
Nov 17, 2025 · Team lift-out · derived
9 advisors left Harbour Investments, Inc. (Madison, WI) for Merit Financial Advisors on the same day
Nov 3, 2025 · Team lift-out · derived
Charles Richard Ambroselli left Merit Financial Advisors for Lcp Institutional, Llc (registered 2025-12-22)
Oct 9, 2025 · Advisor changed firm · fact
2 advisors left Commonwealth Financial Network (San Antonio, TX) for Merit Financial Advisors within 6 days
Aug 14, 2025 · Team lift-out · derived
Fiduciary Services LLC's advisors moved to Merit Financial Advisors (Pocatello, ID): 3 of 3 registered, on the same day
Aug 12, 2025 · Firm absorbed (people side) · derived
Amp Wealth Management's advisors moved to Merit Financial Advisors (Whitefish Bay, WI): 3 of 3 registered, on the same day
Jul 31, 2025 · Firm absorbed (people side) · derived

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/meritfinancialadvisorsreportedpublic record, Form ADV, Sep 17, 2026
Firm profile: linkedin.com/company/yourreasonreportedpublic record, Form ADV, Sep 17, 2026
Website: meritfinancialadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 678-867-7050reportedpublic record, Form ADV, Jun 8, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Broker-dealer affiliated wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $84.1Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026