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.
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
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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
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Top 100 RIA Firms
2023 -
Top 100 Private Wealth Management Teams
2023, 2021 -
Top Advisor Rankings by State: Washington
2024
Inc.
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Inc. 5000: Fastest Growing Private Companies
2023, 2022, 2021, 2020, 2019
RIA Intel
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RIA of the Year, $1B+
2022 -
CEO of the Year, Rick Kent (Finalist)
2022
InvestmentNews
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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
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50 Growers Across America
2022, 2021
USA Today
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Best Financial Advisory Firms
2024
ThinkAdvisor
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LUMINARIES: Executive Leadership - Firm
2023 -
LUMINARIES: Executive Leadership - Firm (Finalist)
2022 -
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 -
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
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Best Financial Advisors
2022, 2021, 2020, 2019
Wealth Solutions Report
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Retirement Plan Advisory Firm of the Year
2022
Dallas Magazine
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Dallas - Fort Worth's Best Financial Planners
2021
AdvisorHub
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100 Advisors to Watch - Over $1B, Kay Lynn Mayhue
2023
RIA Channel
-
Top 100 EFT Power Users
2023
News & Press
March 27, 2024
Get In Touch
Parker Holbrook
Senior Associate
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: