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Merit

is a Georgia-based financial advisory firm that provides services such as investment management and retirement planning for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights

Merit

is a Georgia-based financial advisory firm that provides services such as investment management and retirement planning for individuals and businesses... Read more
Merit Founder & CEO: Rick L. Kent

Founder & CEO

Rick L. Kent

CEO Approval Rating

90/100

1998

Private

Banking, Financial Services and Insurance
Asset & Investment Management
6411 NAICS listing

Est. Annual Revenue
$5.0-25M
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Est. Employees
100-250
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Funding
$1M
Acquisitions
13

News

Acquisition
Mar 19, 2025
StreetInsider
Merit acquired Fiduciary Services, LLC for undisclosed amount
Partnership
Dec 10, 2024
Yahoo
Merit Financial Advisors Joins Forces with Trinity Financial Partners to Expand Its Presence in Pennsylvania

Merit Competitors

1Mercer Advisors
2Allworth
3SageView
4Woodley Farra Manion Portfolio Management
5Dana Investment Advisors
6Albion Financial
7Heritageinvestment
8Edgemoor Capital Management
9salem investment counselors
10Leavell
Unlock 7 + competitors

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