Merchant 
Advisor Services

Empowering Advisors to efficiently manage client relationships and operational risks through streamlined processes and services that are fully aligned with industry standards and regulatory requirements.

Get Your Free Analysis Today

Services We Offer

Cras egestas purus nisi, a facilisis orci auctor ut. In consectetur fringilla finibus. Cras blandit, ipsum imperdiet feugiat ultricies.

Merchant Credit Partners

Provides NEED WORD lending solutions that are tailored to each individual borrower. Core uses of capital include M&A, succession, advisor recruiting, and working capital optimization.

Advisor Assist

Provides comprehensive, turnkey solutions for RIAs, including compliance support services, and risk management.

Fin.Link

An online community and resource for advisors to meet their peers, buying, selling, and merging, as well as having access to valuation tools and other key services that are important in the daily life of an advisor.

Merchant CFO Services

Empowers and supports RIAs to effectively manage financial risks through institutional quality books and records that are audit, tax, and compliance ready.

TAG Intel

Provides geopolitical intelligence which helps advisors and their clients stay informed about complex geopolitical issues from around the world.

Republic Capital Group

Offers creative investment banking for wealth and asset management firms and their clients.

Mosaic Advanced Planning

An advanced planning desk that provides legacy and estate planning, insurance solutions, and family office services including trust.

Advisor Defense

A cyber security solution focused on supporting RIAs with the comprehensive defense necessary to safeguard their operations.

CPA Services

Offers a national community of CPA partners to leverage and collaborate with, who understand the ins and out of the RIA space, and underlying client needs.

Trust Services

Includes a community of trust services partners who operate in a RIA-friendly way through offering pure trust administration services.

Alternative Investment Curation

Provides access to a team of alternative investment professionals

Who We Partner With

Show Me More

Stats Header

Fusce enim justo, fermentum sed enim in, dictum pretium ipsum. Aliquam accumsan, metus vitae sodales volutpat, erat ligula elementum lectus, ultrices.

Stat 1

Proin dignissim lorem vel quam auctor, ac pulvinar libero facilisis. Praesent tempus justo non nibh.

Stat 2

Curabitur dui nisi, molestie ac accumsan ut, consectetur eget felis. Nunc mattis, nulla sit amet.

%

Stat 3

Fusce eleifend vitae ex quis eleifend. Mauris pretium tellus felis, non blandit velit dignissim quis.

Who We Are

Since our inception in 2016, Merchant has partnered with industry-leading wealth management firms and service providers, focusing our team and capital on driving growth, operational scale, and new opportunities.

More About Merchant Advisor Services