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.
2024
Robert Birgen
Diamond Bar, CA
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
$1.3B
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
2024, 2023, 2022
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Best-In-State Wealth Advisors: Georgia
2024, 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
2024, 2023
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Best-In-State Wealth Advisors: Wisconsin
2024
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America's Top Women Wealth Advisors
2022, 2021, 2020, 2019
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Best-In-State Top Women Wealth Advisors: Georgia
2024, 2023, 2022, 2021
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Best-In-State Top Women Wealth Advisors: Connecticut
2024, 2022, 2021
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Best-In-State Top Next-Gen Wealth Advisor: Wisconsin
2024
Inc.
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Inc. 5000: Fastest Growing Private Companies
2024, 2023, 2022, 2021, 2020, 2019
InvestmentNews
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RIA Firm of the Year
2024
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Women to Watch: Trailblazer of the Year - Kay Lynn Mayhue
2023
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Excellence Awardees - Employer of Choice
2024, 2023
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Best Places to Work for Financial Advisors
2024, 2023, 2022, 2021, 2020, 2019, 2018
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Best Financial Advisors in the USA
2024
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)
2024, 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 Kizer & Associates to Expand Its Presence in the Midwest
Press Release
parker.holbrook@wealthpcg.com
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: