Merriman

Merriman (CRD# 166580) is a financial advisory firm headquartered in Seattle, WA. They manage $2,715,273,783 in 6,915 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,715
    MILLION
  • Total Number of Accounts
    6,915
    ACCOUNTS
  • Average Account Value
    $392,664
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Merriman
Showing 1 - 10 of 29 top financial advisors.
1
Erick A. Aguayo
CRD#: 6218548
800 Fifth Avenue Suite 2900, Seattle, WA 98104

Erick Aguayo (CRD# 6218548) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 7 years of experience in the finance industry.

2
Jeffrey G. Barnett
CRD#: 7066933
800 Fifth Avenue Suite 2900, Seattle, WA 98104

Jeffrey Barnett (CRD# 7066933) is an Investment Advisor Representative working at Merriman in Seattle, WA and has 1 year of experience in the finance industry.

3
Tyler D. Bartlett
CRD#: 4235376
800 Fifth Avenue Suite 2900, Seattle, WA 98104

Tyler Bartlett (CRD# 4235376) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 19 years of experience in the finance industry. Tyler Bartlett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Andrew J. Bloom
CRD#: 6002395
800 Fifth Avenue Suite 2900, Seattle, WA 98104

Andrew Bloom (CRD# 6002395) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 8 years of experience in the finance industry. Andrew Bloom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Danielle L. Brandli
CRD#: 6521338
800 Fifth Avenue Suite 2900, Seattle, WA 98104

Danielle Brandli (CRD# 6521338) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 4 years of experience in the finance industry. Danielle Brandli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Jeremy A. Burger
CRD#: 4621172
800 Fifth Avenue Suite 2900, Seattle, WA 98104

Jeremy Burger (CRD# 4621172) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 16 years of experience in the finance industry. Jeremy Burger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Aimee K. Butler
CRD#: 4669339
871 Country Club Road, Eugene, OR 97401

Aimee Butler (CRD# 4669339) is an Investment Advisor Representative working at Merriman in Eugene, OR and has over 11 years of experience in the finance industry. Aimee Butler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Sierra M. Butler
CRD#: 6935586
800 Fifth Avenue Suite 2900, Seattle, WA 98104

Sierra Butler (CRD# 6935586) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 2 years of experience in the finance industry.

9
Scott M. Christensen
CRD#: 7001757
800 Fifth Avenue Suite 2900, Seattle, WA 98104

Scott Christensen (CRD# 7001757) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 2 years of experience in the finance industry.

10
Geoffrey Y. Curran
CRD#: 5812152
800 Fifth Avenue Suite 2900, Seattle, WA 98104

Geoffrey Curran (CRD# 5812152) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 10 years of experience in the finance industry. Geoffrey Curran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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