Merit Financial Advisors is a wealth manager based in Alpharetta, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Merit Financial Advisors is committed to providing holistic financial planning and wealth management solutions for its clients, prioritizing our client relationships, and implementing solutions that help them work toward their financial goals. We have multiple locations across the U.S.
Investment types: Direct Investing, Investment Funds, Long-Term Investments, Short-Term Investments
Preferred geographies: United States
Location: 2400 Lakeview Pkwy\nSuite #550\nAlpharetta\nGeorgia\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.