Tacoma, WA Office
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Merit Financial Advisors
Multi-team
Firm-wide stats for Merit Financial Advisors
About
Merit Financial Advisors is a multi‑team registered investment adviser with 264 advisors serving roughly 20,040 clients across 66 offices and managing about $23.9 billion in client assets. The firm provides coordinated wealth‑management services including asset management, financial planning, retirement plan advice and participant consulting, employee financial‑wellness programs, and educational workshops as described in its ADV brochure.
The firm’s investment approach centers on long‑term, diversified portfolios built from centrally managed “sleeves” and standard model allocations overseen by an internal Investment Management team and Investment Committee; advisors can customize models, use separate account managers, or manage accounts directly. Merit implements both discretionary and non‑discretionary authority, relies primarily on fundamental analysis (with technical and cyclical methods as supplementary tools), and uses third‑party platforms and an internally sponsored wrap program to support client account management and held‑away assets.
Noteworthy distinctions include that many of its investment advisor representatives are dually registered as broker‑dealer registered representatives and the firm maintains an affiliated broker‑dealer entity, arrangements the brochure highlights as creating potential conflicts between commission and advisory activities that are managed through supervisory and disclosure practices. The firm also offers specialized services less common among peers — including independent fiduciary and trustee services for ESOPs and other qualified plans, a defined wrap program available to legacy accounts, and disclosed business relationships (including a financial‑wellness provider and custodian referral arrangements) that the firm identifies and addresses in its compliance documents.
Based on Merit Financial Advisors
Expertise
Based on Merit Financial Advisors
Location
1919 N Pearl Street, Suite B 2
Tacoma WA 98406
Advisors at this office
3
Advisors at this office
Joseph C
CFP®, Series 66
Tacoma, WA
Merit Financial Advisors
Joseph Cilley is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He serves as a board member of the Graham Hill Mutual Water Company, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and committee, with advisors able to customize portfolios on various platforms.
Lincoln K
CFP®, Series 66
Tacoma, WA
Merit Financial Advisors
Lincoln Kopetski is a CFP® with 27 years of industry experience, currently serving at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He is also the owner of Chinook Services LLC, a finance and accounting business entity. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee.
Baylee B
CFP®, Series 66
Tacoma, WA
Merit Financial Advisors
Baylee Bryant is a CFP® with four years of industry experience, currently serving as an advisor at Merit Financial Advisors. Prior to joining Merit, Baylee worked at LPL Financial and has a background that includes roles at Starbucks Corporation and Wescom Credit Union. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by a central Investment Management team and Investment Committee.
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