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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Merit Financial

Profile

Merit Financial Advisors is a national wealth management firm supporting both independent broker-dealer and RIA models. Headquartered in Atlanta, Georgia, Merit is dedicated to enriching the lives of those it serves by building the wealth management firm of the future and delivering an exceptional client experience. With more than 55 offices nationwide, Merit manages $24.69 billion in assets as of January 1, 2026, including advisory, brokerage, retirement, and ESOP assets. Investment advice is offered through Merit Financial Group, LLC, an SEC-registered investment adviser.

We're bringing you

  • The Organic Growth Playbook: How Leading Firms Are Winning New Clients in Today’s Market

    11:30am
  • Morning Refreshment and Networking Break

    10:40am