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Merit Financial AdvisorsFinancial advisor in Madison, WI

Merit Financial Advisors is a financial advisor at 814 Atlas Ave, Madison, WI 53714, ranked #21 of 118 financial advisors in Madison and rated 4.2 from 39 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Madison, WIUpdated 0 paid placements in any rankingHow we rank

Call (608) 241-5678Website ↗

Key facts

Key facts about Merit Financial Advisors
Address814 Atlas Ave, Madison, WI 53714Get directions
Phone(608) 241-5678
Websitemeritfinancialadvisors.com
HoursMonday to Thursday: 8:30 AM – 5 PM; Friday: 8:30 AM – 4 PM
Google rating4.2 from 39 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Madison and 7 towns within 25 miles: Sun Prairie, Middleton, Waunakee, Oregon, Fitchburg, Stoughton and Verona.

Based in Madison, WIView on map

Opening hours

Opening hours for Merit Financial Advisors
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Merit Financial Advisors

How is Merit Financial Advisors ranked in Madison?

Merit Financial Advisors is ranked #21 of 118 financial advisors in Madison by RFA Score, with 68 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Merit Financial Advisors’ hours?

Merit Financial Advisors is open Monday to Friday. Its listed hours are Monday to Thursday, 8:30 AM – 5 PM; Friday, 8:30 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Merit Financial Advisors serve?

Serves Madison and 7 towns within 25 miles: Sun Prairie, Middleton, Waunakee, Oregon, Fitchburg, Stoughton and Verona. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Merit Financial Advisors?

Merit Financial Advisors has a rating of 4.2 from 39 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Merit Financial Advisors?

Call Merit Financial Advisors on (608) 241-5678. The business is at 814 Atlas Ave, Madison, WI 53714. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Merit Financial Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Merit Financial Advisors (this business)—684.2 (39)NoNo
Northwestern Mutual#19694.7 (45)——11.2 mi
Jeff Jacobson - COUNTRY Financial Representative#20695.0 (20)——2.3 mi
Hector A. Gutierrez#22685.0 (23)NoNo11.3 mi

See all 118 ranked financial advisors in Madison