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MERIT FINANCIAL GROUP, LLC

Doing business as MERIT FINANCIAL ADVISORS. SEC Form ADV profile.

Total regulatory AUM
$23,875,298,692
Discretionary
$23,869,858,217
Non-discretionary
$5,440,475

Firm details

CRD number
142457
SEC file number
801-67462
Main office
ALPHARETTA, GA, United States
Employees
470
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of October 2026.