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Merit Advisors Logo
Merit Advisors CB Rank
1202472
Heat Score
54
Merit Advisors is a financial firm that provides estate planning, tax planning, and retirement planning services.
Founded
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Private Westerville, Ohio, United States1-10 meritadvisorsllc.com
Advice
Financial Services
Retirement
Overview

Merit Advisors
Heat Score
54

Growth Score
pts
in past quarter
Heat Score 54
-20 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Merit Advisors

CB Rank
1202472
Merit Advisors is a financial firm that provides estate planning, tax planning, and retirement planning services.
Founded
obfuscation
Private Westerville, Ohio, United States1-10 meritadvisorsllc.com
Advice
Financial Services
Retirement

Details

Legal Name Merit Advisors, LLC
Operating Status Active
Company Type For Profit
Phone Number 1 (614) 686-3748
Contact Email info@meritadvisorsllc.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service that helps clients determine the amount of money needed for a comfortable retirement and creates strategies to achieve retirement goals.
Estate Planning
A service that assists clients in organizing their wills, trusts, and legacy plans to manage the distribution of assets and reduce family conflicts.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 2
News

News and Press

News•Feb 5, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$68.6KThis year, Merit Advisors is projected to spend $68.6K on IT, according to Aberdeen.

Active Website Tech Count

35Merit Advisors is actively using 35 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Merit Advisors's headquarters? Merit Advisors is located in Westerville, Ohio, United States.Who are Merit Advisors's competitors? Alternatives and possible competitors to Merit Advisors may include HighTower Advisors, CAPTRUST, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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