Merriman

Merriman (CRD# 166580) is a financial advisory firm headquartered in Seattle, WA. They manage $2,208,703,531 in 5,166 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,209
    MILLION
  • Total Number of Accounts
    5,166
    ACCOUNTS
  • Average Account Value
    $427,546
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)
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

Financial Advisors at Merriman
Showing 1 - 10 of 26 top financial advisors.
1
Tyler D. Bartlett
CRD#: 4235376
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Tyler Bartlett (CRD# 4235376) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 16 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.

2
Jeremy A. Burger
CRD#: 4621172
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Jeremy Burger (CRD# 4621172) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 13 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.

3
Cheryl A. Curran
CRD#: 1964061
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Cheryl Curran (CRD# 1964061) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 23 years of experience in the finance industry. Cheryl 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.

4
Geoffrey Y. Curran
CRD#: 5812152
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Geoffrey Curran (CRD# 5812152) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 7 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.

5
Phuc V. Dang
CRD#: 5421226
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Phuc Dang (CRD# 5421226) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 11 years of experience in the finance industry. Phuc Dang 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
Eric R. Jonson
CRD#: 1437008
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Eric Jonson (CRD# 1437008) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 31 years of experience in the finance industry. Eric Jonson 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
Marc M. Kadomatsu
CRD#: 4612926
10260 Sw Greenburg Road, 4th Floor, Portland, OR 97223
96
Wealthminder
score

Marc Kadomatsu (CRD# 4612926) is an Investment Advisor Representative working at Merriman in Portland, OR and has over 11 years of experience in the finance industry. Marc Kadomatsu 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
Paresh V. Kamdar
CRD#: 2589583
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Paresh Kamdar (CRD# 2589583) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 22 years of experience in the finance industry. Paresh Kamdar 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.

9
Mark E. Metcalf
CRD#: 1535090
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Mark Metcalf (CRD# 1535090) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 31 years of experience in the finance industry. Mark Metcalf 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.

10
Lowell L. Parker
CRD#: 5330738
800 Fifth Avenue Suite 2900, Seattle, WA 98104
96
Wealthminder
score

Lowell Parker (CRD# 5330738) is an Investment Advisor Representative working at Merriman in Seattle, WA and has over 10 years of experience in the finance industry. Lowell Parker 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.