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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 Financial Advisors 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
250-500
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Funding
$1M
Acquisitions
23

News

Acquisition
Feb 19, 2026
Citybizlist
Merit Financial Advisors acquired GlennCo, LLC for undisclosed amount
Funding
Jul 08, 2025
PR Newswire
Merit received undisclosed amount in Minority Stake Funding

Merit Financial Advisors Competitors

1Mercer Advisors
2Allworth Financial
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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