Assets Under Management AUM

Merriman Wealth Management Named One of America’s Best AIR Companies by Forbes and Shook Research

JeremyBurger, CFA, CFP®, CEO of Merriman, says, “Unlike other rankings that focus solely on growth or AUM, their focus on quality skews the rankings in favor of companies that create amazing experiences for customers.”

Merriman was named one of Forbes/SHOOK’s Top 50 RIA Companies, ranking #46, and is one of only three RIA companies headquartered in Washington State. Merriman currently has over $3 billion in assets under management and is committed to a long-term vision to empower people to live life to the fullest with smart investment strategies and goal-based financial planning. . The company serves customers 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 consulting firms in the United States and inclusion on the list was limited to professionally led firms that have decades of experience, a proven track record of following up on clients to through the turmoil of the market and the preservation of their heritage. Forbes’ list was compiled by SHOOK Research, which uses quantitative and qualitative data, including interviews, to rank member companies. Merriman CEO Jeremy Burger, CFA, CFP® says, “Unlike other rankings that focus solely on growth or AUM, the focus on quality skews the ranking in favor of companies that create amazing customer experiences. Because they try to assess how each client is treated, they look at the processes inherent in each client relationship, what is the purpose of Team 2, and what is the underlying culture throughout the firm. To be ranked this high is an incredible recognition of the work we do on behalf of our clients every day.

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Earlier in 2022, Merriman was also celebrated as one of the region’s best places to work by the Puget Sound Business Journal, eclipsed only by this recent designation as America’s Best RIA Company. Currently at 55 employees, Merriman is poised for growth and works passionately to build additional customer families as well as key team members in the organization.

Forbes/SHOOK Top RIA 2022 rankings are based on figures as of 12/31/2021. Merriman has not paid any compensation directly or indirectly in connection with obtaining or using the Third Party Rating. This price is based on the SHOOK research methodology (details here: https://bit.ly/3W7u51O)

2022 Best Workplaces In the spring, our Washington employees responded to an anonymous survey provided by Quantum Workplace. The survey included a total of 30 items across six categories, ranking the overall company culture based on work-life balance, benefits, goal setting, development opportunities and confidence in leadership. Questions were answered on a six-point scale ranging from strongly disagree to strongly agree. Merriman did not pay a fee to participate in this award, but did pay a fee for the use of promotional materials.

For more information:

Laine Discepoli, Director of Marketing 800-423-4893 [email protected] For more information on our services: http://www.merriman.com

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