Become a Merion Advisor

Merion recognizes the fundamental independence of its partners and offers multiple ways to join the firm and benefit from our capabilities.

Merge Partners

  • For larger Advisors seeking a capital and operational partner
  • Merged partners can be designated as Regional Launch Partners and sponsor Regional acquisitions with Merion’s strategic and financial support

Affiliates

  • For Advisors wishing to maintain 100% ownership of their business
  • Advisor joins the Merion network as an Investment Advisor Representative ("IAR") and growth accrues to their benefit
  • IARs and hybrids join Merion’s corporate RIA and/or corporate broker-dealer
  • Scalable payout ratios based on production levels, AUM and revenue growth

Equity Accumulation Plan

  • Available to Affiliates who meet minimum AUM requirements
  • Equity awarded annually based primarily on revenue growth


 
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