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MERRIMENT ADVISORS LLC

Advisory

IL

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in IL

#1,185

of 1,719 advisers by AUM

Average account

$157K

across 339 accounts

AUM per adviser

$13M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$53M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$53M

Discretionary AUM$53M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients120

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, LA, NY, TN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

120 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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