Merriman was named 46th in the Forbes/SHOOK Research Top 50 RIA Firms list and is one of only three RIA firms headquartered in Washington.
SEATTLE, October 29, 2022 /PRNewswire-PRWeb/ — Merriman was named 46th in the Forbes/SHOOK Research Top 50 RIA Firms list and is one of only three RIA firms headquartered in Washington. Merriman is currently over 3 billion dollars in Assets Under Management and is committed to a long-term vision of empowering people to live fully with intelligent investment strategies and goal-oriented financial planning. The company serves customers from three Washington offices in Seattle, Bellevue and Spoken and an office in Eugene, Oregon.
The inaugural Forbes/Shook Top RIA list included 100 consulting firms in the US, and inclusion on the list was limited to firms run by professionals with decades of experience and a proven track record of guiding clients through market turmoil and sustaining them dispose of their assets. The Forbes list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member companies. Merriman Managing Director Jeremy BurgerCFA, CFP® states, “Unlike other rankings that only focus on growth or AUM, their focus on quality skews the rankings on companies that create amazing experiences for customers. As they attempt to assess how each client is treated, they consider processes inherent in every client relationship, what is the purpose of Team 2 and what culture underlies the entire firm. To be placed this high is incredible recognition of the work we do for our customers every day.”
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early 2022, Merriman was also hailed by the Puget Sound Business Journal as one of the region’s top places to work, eclipsed only by this recent recognition as the top RIA firm in the US. Currently with 55 employees, Merriman is ready for growth and passionate about building more client families as well as key team members to…
