Merit Financial Advisors Revenue and Competitors
Estimated Revenue & Valuation
- Merit Financial Advisors's estimated annual revenue is currently $63.3M per year.
- Merit Financial Advisors's estimated revenue per employee is $277,605
Employee Data
- Merit Financial Advisors has 228 Employees.
- Merit Financial Advisors grew their employee count by 7% last year.
Merit Financial Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Chief Compliance Officer | Reveal Email/Phone |
3 | Chief Financial Officer | Reveal Email/Phone |
4 | CFO Life Changing Events at Merit Financial | Reveal Email/Phone |
5 | Chief Operating Officer | Reveal Email/Phone |
6 | Chief Administrative Officer (CAO) | Reveal Email/Phone |
7 | EVP, Chief Investment Officer | Reveal Email/Phone |
8 | VP Technology | Reveal Email/Phone |
9 | VP-Marketing | Reveal Email/Phone |
10 | VP, Financial Planning | Reveal Email/Phone |
Merit Financial Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $3.8M | 26 | -7% | N/A | N/A |
#2 | $6.7M | 40 | 5% | N/A | N/A |
#3 | $40.7M | 176 | 4% | N/A | N/A |
#4 | $10M | 53 | -4% | N/A | N/A |
#5 | $7.2M | 43 | 48% | N/A | N/A |
#6 | $41.3M | 179 | -3% | N/A | N/A |
#7 | $20.2M | 96 | -10% | N/A | N/A |
#8 | $22.5M | 107 | 35% | N/A | N/A |
#9 | $11.3M | 60 | 0% | N/A | N/A |
#10 | $7.7M | 46 | -2% | N/A | N/A |
What Is Merit Financial Advisors?
Merit Financial Advisor's mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit Financial Advisor's 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/ Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Merit Financial Group, LLC, an SEC-registered investment adviser. Merit Financial Group, LLC and Merit Financial Advisors are separate entities from LPL Financial.
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Total Funding
228
Number of Employees
$63.3M
Revenue (est)
7%
Employee Growth %
N/A
Valuation
N/A
Accelerator
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $45.7M | 231 | 43% | N/A |
#2 | $31M | 235 | 4% | N/A |
#3 | $38.1M | 239 | 31% | N/A |
#4 | $48.2M | 240 | 37% | N/A |
#5 | $80.5M | 240 | -2% | N/A |

