Company intelligence
Merit Financial Advisors
On a mission to help advisors grow and advance their business.
About Merit Financial Advisors
Merit Financial Advisors' mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit Financial Advisors supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a superior client experience. If you are looking to take your firm to the next level, please visit https://www.meritfinancialadvisors.com/for-advisors/ Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser.
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Signals from Merit Financial Advisors
8 published signals
Presence & Recognition
Merit Financial Advisors was recognized among this year’s Wealthies finalists in the 2026 Wealth Management Industry Awards.
Reported by Merit Financial Advisors
Operations & Supply
Merit Financial Advisors closed its offices on September 7, 2026, in observance of Labor Day, and will reopen during regular business hours tomorrow.
Reported by Merit Financial Advisors
Presence & Recognition
Merit Financial Advisors attended the Merit Growth Summit to focus on increasing impact and enriching lives.
Reported by Kay Lynn Mayhue, CFP®
Presence & Recognition
Merit Financial Advisors featured Royce Kurtz, Wealth Manager, in Financial Planning to discuss how becoming an Enrolled Agent has strengthened his ability to help clients make informed financial decisions.
Reported by Merit Financial Advisors
People
Merit Financial Advisors welcomed John Rajes as its first Chief Technology Officer, recently featured in InvestmentNews, and will help shape the future of Merit's technology strategy and strengthen data, integrations, and emerging technologies across the organization.
Reported by Merit Financial Advisors
People
Merit Financial Advisors employees Kay Lynn Mayhue, John Cote, and Andy Lubben were present at the Atlanta airport.
Reported by Kay Lynn Mayhue, CFP®
People
Merit Financial Advisors hired John Rajes as a new partner.
Reported by David Wahlen
Research & Knowledge
Merit Financial Advisors published The Merit Blueprint for Scalable Growth, sharing practical insights for building a growth engine that is designed to scale without sacrificing client experience or advisor independence.
Reported by Merit Financial Advisors