MERIT FINANCIAL GROUP, LLC
Legal name: MERIT FINANCIAL ADVISORS
CRD #142457 SEC #801-67462 ALPHARETTA, GA 678-867-7050
SEC Registered
Total AUM
$10.6B
Discretionary
$10.6B
Employees
279
Clients
--
Accounts
31,882
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $10.6B | $10.6B | $8.9M | 279 | 21 |
| Apr 2025 | $10.6B | $10.6B | $8.9M | 279 | 21 |
| Mar 2025 | $10.6B | $10.6B | $8.9M | 279 | 21 |
| Nov 2024 | $7.3B | $7.2B | $7.5M | 258 | 10 |
| Nov 2024 | $7.3B | $7.2B | $7.5M | 258 | 10 |
| Aug 2024 | $7.3B | $7.2B | $7.5M | 258 | 10 |
| Jun 2024 | $7.3B | $7.2B | $7.5M | 258 | 10 |
| May 2024 | $7.3B | $7.2B | $7.5M | 258 | 10 |
| May 2024 | $7.3B | $7.2B | $7.5M | 258 | 10 |
| Apr 2024 | $7.3B | $7.2B | $7.5M | 258 | 10 |
| Apr 2024 | $7.3B | $7.2B | $7.5M | 258 | 10 |
| Mar 2024 | $7.3B | $7.2B | $7.5M | 258 | 10 |
| Dec 2023 | $5.5B | $5.5B | $39.2M | 217 | 73 |
| Nov 2023 | $5.5B | $5.5B | $39.2M | 217 | 73 |
| Oct 2023 | $5.5B | $5.5B | $39.2M | 217 | 73 |
| Mar 2023 | $5.5B | $5.5B | $39.2M | 217 | 73 |
| Nov 2022 | $3.7B | $3.6B | $94.5M | 154 | 68 |
| Sep 2022 | $3.7B | $3.6B | $94.5M | 154 | 68 |
| Sep 2022 | $3.7B | $3.6B | $94.5M | 154 | 68 |
| Sep 2022 | $3.7B | $3.6B | $94.5M | 154 | 68 |
| Apr 2022 | $3.7B | $3.6B | $94.5M | 154 | 68 |
| Feb 2022 | $2.9B | $2.8B | $30.9M | 155 | 106 |
| Aug 2021 | $2.9B | $2.8B | $30.9M | 142 | 106 |
| Mar 2021 | $2.9B | $2.8B | $30.9M | 139 | 106 |
| Jan 2021 | $2.3B | $2.2B | $42.7M | 123 | 125 |
| Sep 2020 | $2.3B | $2.2B | $42.7M | 123 | 125 |
| Sep 2020 | $2.3B | $2.2B | $42.7M | 114 | 125 |
| Jul 2020 | $2.3B | $2.2B | $42.7M | 109 | 125 |
| Jun 2020 | $2.3B | $2.2B | $42.7M | 110 | 125 |
| Jun 2020 | $2.3B | $2.2B | $42.7M | 110 | 125 |
| Feb 2020 | $2.3B | $2.2B | $42.7M | 110 | 125 |
| Oct 2019 | $1.7B | $1.7B | $1.5M | 103 | 121 |
| Sep 2019 | $1.7B | $1.7B | $1.5M | 103 | 121 |
| Sep 2019 | $1.7B | $1.7B | $1.5M | 103 | 121 |
| Jul 2019 | $1.7B | $1.7B | $1.5M | 96 | 121 |
| Mar 2019 | $1.5B | $1.5B | $1.4M | 91 | 121 |
| Nov 2018 | $1.3B | $1.3B | $6.4M | 92 | 4 |
| Mar 2018 | $1.3B | $1.3B | $6.4M | 88 | 4 |
| Jan 2018 | $849.5M | $819.5M | $30M | 90 | 2,800 |
| Dec 2017 | $849.5M | $819.5M | $30M | 90 | 2,800 |
| Oct 2017 | $849.5M | $819.5M | $30M | 90 | 2,800 |
| Jul 2017 | $849.5M | $819.5M | $30M | 66 | 2,800 |
| Jun 2017 | $849.5M | $819.5M | $30M | 65 | 2,800 |
| Jun 2017 | $849.5M | $819.5M | $30M | 65 | 2,800 |
| Jun 2017 | $849.5M | $819.5M | $30M | 63 | 2,800 |
| Mar 2017 | $849.5M | $819.5M | $30M | 59 | 2,800 |
| Jan 2017 | $698.3M | $624.5M | $73.8M | 54 | 1,600 |
| Dec 2016 | $698.3M | $624.5M | $73.8M | 54 | 1,600 |
| Oct 2016 | $698.3M | $624.5M | $73.8M | 54 | 1,600 |
| Oct 2016 | $698.3M | $624.5M | $73.8M | 54 | 1,600 |
| Sep 2016 | $698.3M | $624.5M | $73.8M | 54 | 1,600 |
| Apr 2016 | $698.3M | $624.5M | $73.8M | 54 | 1,600 |
| Mar 2016 | $698.3M | $624.5M | $73.8M | 54 | 1,600 |
| Nov 2015 | $559.6M | $482.5M | $77.1M | 36 | 1,600 |
| Oct 2015 | $559.6M | $482.5M | $77.1M | 36 | 1,600 |
| Oct 2015 | $559.6M | $482.5M | $77.1M | 36 | 1,600 |
| Jul 2015 | $559.6M | $482.5M | $77.1M | 36 | 1,600 |
| Mar 2015 | $559.6M | $482.5M | $77.1M | 36 | 1,600 |
| Dec 2014 | $525.5M | $450.1M | $75.4M | 30 | 1,600 |
| Dec 2014 | $525.5M | $450.1M | $75.4M | 30 | 1,600 |
| Sep 2014 | $525.5M | $450.1M | $75.4M | 30 | 1,600 |
| Sep 2014 | $525.5M | $450.1M | $75.4M | 30 | 1,600 |
| Aug 2014 | $525.5M | $450.1M | $75.4M | 30 | 1,600 |
| Mar 2014 | $525.5M | $450.1M | $75.4M | 30 | 1,600 |
| Dec 2013 | $457.9M | $408M | $49.9M | 26 | 1,500 |
| Apr 2013 | $457.9M | $408M | $49.9M | 26 | 1,500 |
| Mar 2013 | $457.9M | $408M | $49.9M | 26 | 1,500 |
| Mar 2013 | $457.9M | $408M | $49.9M | 26 | 1,500 |
| Oct 2012 | $329.7M | $329.7M | $0 | 11 | 1,300 |
| Oct 2012 | $329.7M | $329.7M | $0 | 11 | 1,300 |
| Jun 2012 | $329.7M | $329.7M | $0 | 11 | 1,300 |
| May 2012 | $329.7M | $329.7M | $0 | 11 | 1,300 |
| Apr 2012 | $329.7M | $329.7M | $0 | 11 | 1,300 |
| Mar 2012 | $329.7M | $329.7M | $0 | 11 | 1,300 |
| Feb 2012 | $316.7M | $316.7M | $0 | 11 | 1,000 |
| Aug 2011 | $316.7M | $316.7M | $0 | -- | -- |
| Jan 2011 | $280M | $280M | $0 | -- | -- |
| Dec 2010 | $280M | $280M | $0 | -- | -- |
| Dec 2010 | $280M | $280M | $0 | -- | -- |
| Dec 2010 | $280M | $280M | $0 | -- | -- |
| Sep 2010 | $81.5M | $81.5M | $0 | -- | -- |
| May 2010 | $81.5M | $81.5M | $0 | -- | -- |
| Mar 2008 | $35.8M | $35.8M | $0 | 10 | -- |
| Jan 2008 | $29.4M | $29.4M | $0 | 5 | -- |
| Jan 2008 | $29.4M | $29.4M | $0 | 5 | -- |
| Dec 2007 | $29.4M | $29.4M | $0 | 5 | -- |
| Nov 2007 | $29.4M | $29.4M | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$8.9M
Employees279
Clients21
DateApr 2025
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$8.9M
Employees279
Clients21
DateMar 2025
Total AUM$10.6B
Discretionary$10.6B
Non-Disc.$8.9M
Employees279
Clients21
DateNov 2024
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$7.5M
Employees258
Clients10
DateNov 2024
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$7.5M
Employees258
Clients10
DateAug 2024
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$7.5M
Employees258
Clients10
DateJun 2024
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$7.5M
Employees258
Clients10
DateMay 2024
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$7.5M
Employees258
Clients10
DateMay 2024
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$7.5M
Employees258
Clients10
DateApr 2024
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$7.5M
Employees258
Clients10
DateApr 2024
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$7.5M
Employees258
Clients10
DateMar 2024
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$7.5M
Employees258
Clients10
DateDec 2023
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$39.2M
Employees217
Clients73
DateNov 2023
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$39.2M
Employees217
Clients73
DateOct 2023
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$39.2M
Employees217
Clients73
DateMar 2023
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$39.2M
Employees217
Clients73
DateNov 2022
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$94.5M
Employees154
Clients68
DateSep 2022
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$94.5M
Employees154
Clients68
DateSep 2022
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$94.5M
Employees154
Clients68
DateSep 2022
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$94.5M
Employees154
Clients68
DateApr 2022
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$94.5M
Employees154
Clients68
DateFeb 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$30.9M
Employees155
Clients106
DateAug 2021
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$30.9M
Employees142
Clients106
DateMar 2021
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$30.9M
Employees139
Clients106
DateJan 2021
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$42.7M
Employees123
Clients125
DateSep 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$42.7M
Employees123
Clients125
DateSep 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$42.7M
Employees114
Clients125
DateJul 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$42.7M
Employees109
Clients125
DateJun 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$42.7M
Employees110
Clients125
DateJun 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$42.7M
Employees110
Clients125
DateFeb 2020
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$42.7M
Employees110
Clients125
DateOct 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$1.5M
Employees103
Clients121
DateSep 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$1.5M
Employees103
Clients121
DateSep 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$1.5M
Employees103
Clients121
DateJul 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$1.5M
Employees96
Clients121
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.4M
Employees91
Clients121
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.4M
Employees92
Clients4
DateMar 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$6.4M
Employees88
Clients4
DateJan 2018
Total AUM$849.5M
Discretionary$819.5M
Non-Disc.$30M
Employees90
Clients2,800
DateDec 2017
Total AUM$849.5M
Discretionary$819.5M
Non-Disc.$30M
Employees90
Clients2,800
DateOct 2017
Total AUM$849.5M
Discretionary$819.5M
Non-Disc.$30M
Employees90
Clients2,800
DateJul 2017
Total AUM$849.5M
Discretionary$819.5M
Non-Disc.$30M
Employees66
Clients2,800
DateJun 2017
Total AUM$849.5M
Discretionary$819.5M
Non-Disc.$30M
Employees65
Clients2,800
DateJun 2017
Total AUM$849.5M
Discretionary$819.5M
Non-Disc.$30M
Employees65
Clients2,800
DateJun 2017
Total AUM$849.5M
Discretionary$819.5M
Non-Disc.$30M
Employees63
Clients2,800
DateMar 2017
Total AUM$849.5M
Discretionary$819.5M
Non-Disc.$30M
Employees59
Clients2,800
DateJan 2017
Total AUM$698.3M
Discretionary$624.5M
Non-Disc.$73.8M
Employees54
Clients1,600
DateDec 2016
Total AUM$698.3M
Discretionary$624.5M
Non-Disc.$73.8M
Employees54
Clients1,600
DateOct 2016
Total AUM$698.3M
Discretionary$624.5M
Non-Disc.$73.8M
Employees54
Clients1,600
DateOct 2016
Total AUM$698.3M
Discretionary$624.5M
Non-Disc.$73.8M
Employees54
Clients1,600
DateSep 2016
Total AUM$698.3M
Discretionary$624.5M
Non-Disc.$73.8M
Employees54
Clients1,600
DateApr 2016
Total AUM$698.3M
Discretionary$624.5M
Non-Disc.$73.8M
Employees54
Clients1,600
DateMar 2016
Total AUM$698.3M
Discretionary$624.5M
Non-Disc.$73.8M
Employees54
Clients1,600
DateNov 2015
Total AUM$559.6M
Discretionary$482.5M
Non-Disc.$77.1M
Employees36
Clients1,600
DateOct 2015
Total AUM$559.6M
Discretionary$482.5M
Non-Disc.$77.1M
Employees36
Clients1,600
DateOct 2015
Total AUM$559.6M
Discretionary$482.5M
Non-Disc.$77.1M
Employees36
Clients1,600
DateJul 2015
Total AUM$559.6M
Discretionary$482.5M
Non-Disc.$77.1M
Employees36
Clients1,600
DateMar 2015
Total AUM$559.6M
Discretionary$482.5M
Non-Disc.$77.1M
Employees36
Clients1,600
DateDec 2014
Total AUM$525.5M
Discretionary$450.1M
Non-Disc.$75.4M
Employees30
Clients1,600
DateDec 2014
Total AUM$525.5M
Discretionary$450.1M
Non-Disc.$75.4M
Employees30
Clients1,600
DateSep 2014
Total AUM$525.5M
Discretionary$450.1M
Non-Disc.$75.4M
Employees30
Clients1,600
DateSep 2014
Total AUM$525.5M
Discretionary$450.1M
Non-Disc.$75.4M
Employees30
Clients1,600
DateAug 2014
Total AUM$525.5M
Discretionary$450.1M
Non-Disc.$75.4M
Employees30
Clients1,600
DateMar 2014
Total AUM$525.5M
Discretionary$450.1M
Non-Disc.$75.4M
Employees30
Clients1,600
DateDec 2013
Total AUM$457.9M
Discretionary$408M
Non-Disc.$49.9M
Employees26
Clients1,500
DateApr 2013
Total AUM$457.9M
Discretionary$408M
Non-Disc.$49.9M
Employees26
Clients1,500
DateMar 2013
Total AUM$457.9M
Discretionary$408M
Non-Disc.$49.9M
Employees26
Clients1,500
DateMar 2013
Total AUM$457.9M
Discretionary$408M
Non-Disc.$49.9M
Employees26
Clients1,500
DateOct 2012
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees11
Clients1,300
DateOct 2012
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees11
Clients1,300
DateJun 2012
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees11
Clients1,300
DateMay 2012
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees11
Clients1,300
DateApr 2012
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees11
Clients1,300
DateMar 2012
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees11
Clients1,300
DateFeb 2012
Total AUM$316.7M
Discretionary$316.7M
Non-Disc.$0
Employees11
Clients1,000
DateAug 2011
Total AUM$316.7M
Discretionary$316.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$81.5M
Discretionary$81.5M
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$81.5M
Discretionary$81.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$35.8M
Discretionary$35.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--