CRD: 142457
Merit Financial Advisors
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · SEI · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-2007
- Office Locations
- 91
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.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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 265 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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