Merit Financial Advisors

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Merit Financial Advisors — overview

About

Merit Financial Advisors is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on both discretionary and non-discretionary bases. Its services include financial planning, retirement planning, education planning, estate planning, tax planning, risk management, investment management, asset management, and wealth management. The firm offers advisory services to individuals, high-net-worth individuals, families, trusts, estates, corporations, and business entities. Westfield Financial Planning was acquired by Merit Financial Advisors in July of 2024 Merit Financial Advisors acquired Zimmermann Investment Management & Planning, a US-based wealth manager and registered investment adviser. Merit Financial Advisors acquires Roth Asset Management in Q4 of 2024. Merit Financial Advisors acquires Sanctuary Wealth Management in Q1 of 2025. Merit Financial Advisors acquired Utah-based wealth manager Riggs Capital Management in Q2 of 2025. Merit Financial Advisors acquired Bill Spalding Wealth Management in Q2 of 2025. In June 2025, Merit Financial Advisors acquired Whitefish Bay, Wisconsin-based wealth manager AMP Wealth Management and Bothell, Washington-based wealth manager Olympic Wealth Management. In Q3 2025, Merit Financial Advisors acquired Second Half Financial Partners, a Sebring, Florida-based wealth manager.

Merit Financial Advisors - known decision makers (224)

Position	Location	Asset Class
Service Advisor	Alpharetta, US	GEN
Regional Vice President, Partner	Sheboygan Falls, US	GEN
Area Director, Wealth Manager, Partner	Issaquah, US	GEN
Area Director, Wealth Manager, Partner	Madison, US	GEN
Branch Director, Partner	Raleigh, US	GEN

Showing 5 of 224 known decision makers Merit Financial Advisors

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