Assets Under Management
$10.6B
Number of Clients
14,417
Number of Advisors
222
Average Client AUM
$734K
AUM per Advisor
$47.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Merit Financial Group offers coordinated, objective advice to help clients achieve their financial goals. Services include asset management, financial planning, retirement plan advice, participant consulting, employee wellness programs, and educational workshops. They manage portfolios on a discretionary or non-discretionary basis.
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009