CRD: 142457
Merit Financial Advisors
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-31-2007
- Office Locations
- 94
Office Locations
About Merit Financial Advisors
Merit Financial Advisors is a multi-location RIA based in Alpharetta, GA, providing fiduciary wealth management for individuals and families with complex portfolios, business interests, and real estate holdings. The team pairs portfolio management with financial and tax strategy support and publishes regular market commentary. Custody support includes Schwab and Fidelity. Recognized by InvestmentNews and Forbes.
Reported data analysis
What the numbers show
Between September 12, 2025 and June 8, 2026, reported AUM increased 125.7%, from $10.6B to $23.9B.
Across 5 reported observations, AUM increased 548.5% between November 23, 2022 and June 8, 2026, from $3.7B to $23.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 229 advisory representatives and 20,714 clients, or 90.5 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 94 reported office locations and 19 years in operation. The source data was last updated on June 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Brian Andrew
Chief Investment Officer
- CRD
- #2240211
- Ownership
- Less than 5%
JOHN DOUGLAS BAXLEY
Chief Compliance Officer
- CRD
- #3214809
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Colin Dean Aldrich
--
- CRD
- #8090404
ROBERT ALEXANDROVIC
--
- CRD
- #4842279
Showing 2 of 273 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,869,858,217 | $1,153,022 |
| Non-Discretionary | $5,440,475 | $680,059 |
| Total | $23,875,298,692 | $1,152,839 |
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Separately Managed Accounts
SMA allocation detail is available
Merit Financial Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Merit Financial Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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