MERIT FUND ADVISORS is a Birmingham, Alabama based financial advisory firm with nearly $249,636,650 in assets under management and provides investment advisory services for 10 clients. There are currently 12 financial advisors at the firm.
General Information |
| Firm CRD#: | 288426 | |
| SEC#: | 801-110773 | |
| Assets under Management: | $249,636,650 | |
| No. of Clients: | 10 | |
| No. of Advisors: | 12 | |
| Advisory Services Provided: | Portfolio Management for Pooled Investment | |
| Fee Structure: | Performance Based, Other (TRANSACTION, DEVELOPMENT, CONSTRUCTION & GUARANTEE FEES) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| APTUS CAPITAL ADVISORS, LLC | 167626 | 801-107723 | 5688 | 25 | $3,969,482,730 |
| TUCKER FINANCIAL GROUP | 298292 | 801-118704 | 2642 | 2 | $199,905,708 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 107890 | 801-14752 | 2156 | 28 | $2,323,901,829 |
| CAPSOUTH WEALTH MANAGEMENT | 132517 | 801-63509 | 1708 | 22 | $759,144,750 |
| SUNBURST FINANCIAL GROUP, LLC | 283605 | 801-107720 | 1493 | 10 | $493,668,613 |
| WILLIAMS FINANCIAL GROUP | 310008 | 801-119410 | 1116 | 5 | $255,129,369 |
| TRUEWEALTH ADVISORS, LLC | 298838 | 801-114236 | 929 | 20 | $287,595,301 |
| MAYFAIR ADVISORY GROUP, LLC | 304668 | 801-117219 | 853 | 4 | $296,820,325 |
| INVISTA ADVISORS | 282899 | 801-107431 | 787 | 8 | $203,300,000 |
| SMITH THORNTON ADVISORS, LLC | 312537 | 801-120351 | 709 | 4 | $526,023,892 |
| LONGVIEW FINANCIAL ADVISORS, INC. | 122451 | 801-64122 | 695 | 9 | $192,209,730 |
| BROWN FINANCIAL ADVISORY | 155548 | 801-79151 | 657 | 6 | $285,323,337 |
| MAGNOLIA WEALTH MANAGEMENT LLC | 297598 | 801-122653 | 596 | 4 | $118,414,724 |
| STRAUSS FINANCIAL GROUP | 310512 | 801-119480 | 500 | 6 | $202,000,000 |
| OAK TREE FINANCIAL SERVICES, LLC | 175281 | 801-123562 | 462 | 4 | $124,398,864 |
| PARK PLACE CAPITAL CORPORATION | 107952 | 801-32593 | 89 | 9 | $587,283,860 |