Merit is an Atlanta-based hybrid RIA that serves as a true partner to advisors, supporting them as they develop optimal solutions for their clients.

$11.5B

Client Assets (AUA)

30%

Compound Annual
Growth Rate*

52%

Female Staff

Mergers & Acquisitions

Merit is one of the fastest-growing RIAs in the U.S., focused on assisting advisors as they evolve and expand their businesses.

2024

Access Investment Advisors

Manitowoc, WI $213M

Press release >

2024

Viren and Associates

Spokane, WA $542M

Press release >

2024

Robert Birgen

Diamond Bar, CA

2023

EJS Wealth Management

Colorado Springs, CO $64M

Press release >

2023

ClearBridge Wealth Management

Atlanta, GA $300M

Press release >

2023

Financial Analysts

Raleigh, NC $100M

Press release >

2023

Reis Financial Services

West Bend, WI $178M

Press release >

2023

Planned Futures

Williamsport, PA $460M

Press release >

2023

WealthPlan

De Pere, WI $145M

Press release >

2023

INVEX

Issaquah, WA $127M

Press release >

2023

TFG Wealth Management

Chadds Ford, PA
Newtown, PA
$141M

Press release >

2023

Financial Design Group

Des Moines, WA $127M

Press release >

2022

Allegiance Retirement Solutions

Lawrenceville, GA $140M

Press release >

2022

David Elder Sr.

Atlanta, GA $30M

Press release >

2022

Jochimsen Wealth Management

Sheboygan Falls, WI $40M

Press release >

2022

Triad Financial Strategies

Issaquah, WA
Tacoma, WA
$683M

Press release >

2022

Brook Wealth Management

Rocky Hill, CT $103M

Press release >

2022

Mersberger Financial Group

Sheboygan Falls, WI
Appleton, WI
$1.3B

Press release >

2022

Ceponis Financial Group

Ridgefield, CT $174M

Press release >

2022

Dasher & Padgett

Albany, GA $118M

Press release >

2022

Union Financial Advisors

Tulsa, OK
Norman, OK
Perry, OK
$370M

Press release >

2022

Tedstrom Wealth Advisors

Denver, CO $233M

Press release >

2022

I.M. Wealth Care

Greenwood Village, CO
Colorado Springs, CO
$148M

Press release >

2021

Biltmore Capital Advisors

Boca Raton, FL
Princeton, NJ
$557M

Press release >

2021

RF Financial Group

Southlake, TX $25M

Press release >

2021

Consilium Financial Group

Roswell, GA $291M

Press release >

Leadership

Leadership

“Merit’s commitment to clients drives our desire to expand capabilities, expertise and reach. As our partner in this mission, WPCG helps accelerate our long-term growth.”

– Rick Kent, CEO & Kay Lynn Mayhue, President

Core Client Offerings

Navigating Life Transitions

A trusted partner through retirement, career transition, death and divorce

Wealth Management

Expertise in planning, investments and asset allocation, risk management and insurance

Financial Planning

Deep knowledge of tax, wealth preservation and estate planning strategies

Locations

**Independent Advisor Partner

Accolades

Forbes

  • America's Top RIA Firms

    2023, 2022

  • Best-In-State Wealth Advisors: Georgia

    2024, 2023, 2022, 2021, 2020

  • Best-In-State Wealth Advisors: Colorado

    2023, 2022

  • Best-In-State Wealth Advisors: Connecticut

    2023, 2022, 2021

  • Best-In-State Wealth Advisors: Washington

    2024, 2023

  • Best-In-State Wealth Advisors: Wisconsin

    2024

  • America's Top Women Wealth Advisors

    2022, 2021, 2020, 2019

  • Best-In-State Top Women Wealth Advisors: Georgia

    2024, 2023, 2022, 2021

  • Best-In-State Top Women Wealth Advisors: Connecticut

    2024, 2022, 2021

Barron's

  • Top 100 RIA Firms

    2023

  • Top 100 Private Wealth Management Teams

    2023, 2021

  • Top Advisor Rankings by State: Washington

    2024

Inc.

  • Inc. 5000: Fastest Growing Private Companies

    2023, 2022, 2021, 2020, 2019

RIA Intel

  • RIA of the Year, $1B+

    2022

  • CEO of the Year, Rick Kent (Finalist)

    2022

InvestmentNews

  • Women to Watch: Trailblazer of the Year - Kay Lynn Mayhue

    2023

  • Women to Watch: Excellence Awardees - Employer of Choice

    2023

  • Best Places to Work for Financial Advisors

    2024, 2023, 2022, 2021, 2020, 2019, 2018

  • Best Financial Advisors in the USA

    2024

Citywire

  • 50 Growers Across America

    2022, 2021

ThinkAdvisor

  • LUMINARIES: Executive Leadership - Firm

    2023

  • LUMINARIES: Executive Leadership - Firm (Finalist)

    2022

  • LUMINARIES: Executive Leadership - Individual, Kay Lynn Mayhue (Finalist)

    2023, 2022

WealthManagement.com

  • M&A Leader of the Year, Kay Lynn Mayhue

    2023

  • M&A Leader of the Year, Kay Lynn Mayhue (Finalist)

    2022

  • CEO of the Year, Rick Kent (Finalist)

    2023, 2022

  • CTO of the Year, JP Pattinson (Finalist)

    2023

Women's Choice Award

  • Best Financial Advisors

    2022, 2021, 2020, 2019

Wealth Solutions Report

  • Retirement Plan Advisory Firm of the Year

    2022

Dallas Magazine

  • Dallas - Fort Worth's Best Financial Planners

    2021

AdvisorHub

  • 100 Advisors to Watch - Over $1B, Kay Lynn Mayhue

    2023

RIA Channel

  • Top 100 EFT Power Users

    2023

News & Press

Merit Financial Advisors Partners with Access Investment Advisors to Expand Presence in Wisconsin
Press Release

Get In Touch

Parker Holbrook

Senior Associate

Email

parker.holbrook@wealthpcg.com

Phone

561-838-7237

More From Merit

Merit Financial Advisors exists to enrich the lives of those they serve. Their mission is to revolutionize the client experience by building the RIA of the future. For more information: