“Unlike other ratings that focus solely on growth or AUM, their focus on quality skews the ratings toward firms that create amazing experiences for clients,” says Merriman CEO JeremyBurger, CFA, CFP®.
October 29, 2022
Merriman was ranked #46 in the Forbes/SHOOK Research Top 50 RIA Firms and is one of only three RIA firms headquartered in Washington State. Merriman currently has more than $3 billion in assets under management and takes a long-term approach that empowers people to live life to the fullest with smart investment strategies and goal-based financial planning. The company serves clients from three Washington state offices in Seattle, Bellevue and Spokane and one office in Eugene, Oregon.
The inaugural Forbes/Shook Top RIA list features 100 advisory firms in the U.S. and inclusion is limited to those led by professionals with decades of experience and a proven track record of seeing clients through market turmoil and preserving their wealth. The Forbes list is compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to evaluate member firms. Merriman CEO Jeremy Burger, CFA, CFP® says, “Unlike other ratings that focus solely on growth or AUM, their focus on quality skews the ratings for firms that create amazing experiences for clients. As they try to assess how each client is treated, they consider the processes specific to each client relationship, what the team’s goals are, 2 and what the underlying culture of the entire firm is. To receive such a high ranking is a wonderful recognition of the work we do every day on behalf of our clients.”
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In early 2022, Merriman was also named one of the region’s Best Places to Work by the Puget Sound Business Journal, which recently cited it as a top RIA firm in the US. Currently employing 55 employees, Merriman is poised for growth and is enthusiastically working to build additional client families as well as core team members within the organization.
2022 Forbes/SHOOK Top RIA rankings based on 12/31/2021 numbers. Merriman has not paid direct or indirect compensation in connection with the receipt or use of third-party ratings. This award is based on the SHOOK research methodology (more here: https://bit.ly/3W7u51O)
Top Workplaces of 2022 In the spring, our Washington staff completed an anonymous survey provided by Quantum Workplace. The survey included a total of 30 items in six categories, measuring overall company culture through work-life balance, benefits, goal setting, development opportunities and trust in leadership. Answers to the questions were given on a six-point system of strongly disagree. Merriman was not paid to participate in this award, but was paid for the use of promotional materials.
For more information:
Laine Discepoli, Director of Marketing 800-423-4893 firstname.lastname@example.org For more information about our services: http://www.merriman.com
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