← Tributary

MERIT FINANCIAL ADVISORS

ALPHARETTA, GA · CRD 142457 · IAPD ↗ · 678-867-7050

$23.88BRegulatory AUM
229Advisory reps
470Employees
3Clients
More than 500Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — MERIT FINANCIAL ADVISORS added office(s): 59 -> 65 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — MERIT FINANCIAL ADVISORS reported RAUM up 126% ($10.58B -> $23.88B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — MERIT FINANCIAL ADVISORS grew from 144 to 229 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
December 2025 — MERIT FINANCIAL ADVISORS notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — MERIT FINANCIAL ADVISORS added office(s): 47 -> 59 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
March 2025 — MERIT FINANCIAL ADVISORS reports More than 500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
69
March 2025 — MERIT FINANCIAL ADVISORS reported RAUM up 46% ($7.25B -> $10.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
March 2025 — MERIT FINANCIAL ADVISORS grew from 117 to 144 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
June 2024 — MERIT FINANCIAL ADVISORS notice-filed in VI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — MERIT FINANCIAL ADVISORS reported RAUM up 31% ($5.52B -> $7.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — MERIT FINANCIAL ADVISORS grew from 101 to 117 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.