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.
Compound Annual
Growth Rate*
Merit is one of the fastest-growing RIAs in the U.S., focused on assisting advisors as they evolve and expand their businesses.
2023
TFG Wealth Management
Chadds Ford, PANewtown, PA
$141M
Press release >
2022
Allegiance Retirement Solutions
Lawrenceville, GA
$140M
Press release >
2022
Triad Financial Strategies
Issaquah, WA Tacoma, WA
$683M
Press release >
2022
Mersberger Financial Group
Sheboygan Falls, WI Appleton, WI
$1,319M
Press release >
2022
Union Financial Advisors
Tulsa, OK Norman, OK Perry, OK
$370M
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 >
“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
Navigating Life Transitions
A trusted partner through retirement, career transition, death and divorce
Expertise in planning, investments and asset allocation, risk management and insurance
Deep knowledge of tax, wealth preservation and estate planning strategies
**Independent Advisor Partner
Forbes
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America's Top RIA Firms
2023, 2022
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Best-In-State Wealth Advisors: Georgia
2023, 2022, 2021, 2020
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Best-In-State Wealth Advisors: Colorado
2023, 2022
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Best-In-State Wealth Advisors: Connecticut
2023, 2022, 2021
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Best-In-State Wealth Advisors: Washington
2023
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America's Top Women Wealth Advisors
2022, 2021, 2020, 2019
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America’s Top Women Wealth Advisors Best-In-State: Georgia
2022, 2021
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America’s Top Women Wealth Advisors Best-In-State: Connecticut
2022, 2021
Inc.
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Inc. 5000: Fastest Growing Private Companies
2023, 2022, 2021, 2020, 2019
InvestmentNews
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Women to Watch: Trailblazer of the Year - Kay Lynn Mayhue
2023
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Women to Watch: Excellence Awardees - Employer of Choice
2023
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Best Places to Work for Financial Advisers
2023, 2022, 2021, 2020, 2019, 2018
ThinkAdvisor
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LUMINARIES: Executive Leadership - Firm
2023
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LUMINARIES: Executive Leadership - Firm (Finalist)
2022
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LUMINARIES: Executive Leadership - Individual, Kay Lynn Mayhue (Finalist)
2023, 2022
WealthManagement.com
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M&A Leader of the Year, Kay Lynn Mayhue
2023
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M&A Leader of the Year, Kay Lynn Mayhue (Finalist)
2022
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CEO of the Year, Rick Kent (Finalist)
2023, 2022
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CTO of the Year, JP Pattinson (Finalist)
2023
Women's Choice Award
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Best Financial Advisors
2022, 2021, 2020, 2019
RIA Channel
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Top 100 EFT Power Users
2023
Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta
Press Release
parker.holbrook@wealthpcg.com
Merit fosters a relationship-based culture that is built on integrity and respect – among colleagues, with clients, and within the community. For more information: