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Merit Financial Advisors
ALPHARETTA, GA
CRD: 142457
In PWD coverage since August 14, 2026 · 7 stories
$23.9BRegulatory AUMSEC Form ADV · Aug 15
470EmployeesForm ADV
3Deals on our tracker
-16Talent net · 12 months3 in · 19 out
Talent flow · 12 monthsOn the wire →
Net -16 · 3 arrivals · 19 departures
Arrivals
Matt Dupon
Aug 14 · from Commonwealth Financial Network
Scott Miller
Aug 14 · from Commonwealth Financial Network
Sean Montgomery
Aug 14 · from Commonwealth Financial Network
Departures
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Leo Wai
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Advisor
Aug 19 · destination pending
Deal recordFull tracker →
Jul 30, 26Deal closedThe Bridgeway Group · $900M
Jul 19, 26Deal announcedThe Bridgeway Group · $900M
Dec 31, 25Deal announcedThe Bridgeway Group · $900M
PWD coverage
Moves
UBS pulls three Morgan Stanley teams in one week
PWD's tracking puts UBS atop the 90-day arrival board and Morgan Stanley as the wirehouse with the largest outflow.