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INDIVIDUAL RIA FIRM LEADERS Chief Executive Officer of the Year
MERIT FINANCIAL ADVISORS
Rick Kent
Rick is the Founder and CEO of Merit Financial Advisors, a national wealth management firm with $9 billion in assets and over 40 offices nationwide as of June 30, 2023, that supports advisors affiliated with independent broker-dealers and RIA’s. Rick leads a team of over 200...double from 18 months ago, and is an entrepreneur and visionary leader who founded Merit on a servant-leadership philosophy and a commitment to helping individuals reach their financial
goals and additionally supporting fellow advisors and entrepreneurs in meeting their professional goals. Rick’s role at Merit is focused on growing the business and overall leadership with a lens on culture. He spends much of his time supporting advisors in evolving and expanding their businesses and teaching them what we learned during his multiple decades long career.
Merit Financial Advisors is a national wealth management firm with over $9 billion* in assets that supports advisors affiliated with independent broker-dealers, as well as those who are registered investment advisors. Our mission is focused on growth - both supporting clients in exceeding their financial goals and supporting advisors in evolving and expanding their businesses. Merit provides its advisors and offices with practice management resources, an industry-leading technology platform, superior operational support, and the investment expertise needed to drive growth and deliver a dynamic client experience. Merit’s vision is to build a growth-focused enterprise for our team that offers best-in-class investing and planning solutions for our clients now, and for generations to come. Our team serves as a professional partner on the path to growth. Merit works with advisors equipping them with the tools and resources needed to build revenues, expand their practices, and grow as a professional.
116 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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