General Info

Founded in 1983, Merriman Inc. is an investment advisory firm. Located in Seattle, Wash., it specializes in providing financial and retirement planning guidance to thousands of families across the United States. The firm supports clients and advisors with a responsive client services team, a full-time research department and in-house certified public accountants (CPAs). Merriman Inc. uses a globally diversified portfolio of mutual funds and a few specialized securities for clients to achieve financial security and stability.