Fee-only adviser · West Chester, PA
Merit Investment Management
Merit Investment Management is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in West Chester, Pennsylvania. On its latest Form ADV, filed March 27, 2026, it reports $22M in regulatory assets under management, 30 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 149663 · SEC file 801-72593 |
| Office | 2 W Market Street Suite 100 West Chester, PA 19382 |
| Phone | (484) 473-8413 |
| Website | Not listed |
| Regulatory assets under management | $22M |
| Individual clients | 30 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Chester
- Ballast Financial Advisors, LLC $343M
- Wedmont Private Capital $3.4B
- Financial Coach $397M
- Hibernia Strategies Inc. $2.3M
- Marquette Associates, Inc. $316M
See all 6 fee-only advisers in West Chester →
Nearby
- Exton 6 firms
- Chadds Ford 7 firms
- Glen Mills 2 firms
- Malvern 8 firms
- Downingtown 4 firms
- Kennett Square 2 firms
- Paoli 3 firms
- Chester Heights 1 firm
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