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Helping you succeed

Your life and priorities

At Merrill Lynch Wealth Management, we believe that understanding what matters most to you is critical to a successful investing strategy. Through a dedicated one-on-one relationship between you and your Merrill Lynch Wealth Management Advisor, we are able to design a comprehensive strategy around you.

Your total financial picture

You'll have a more complete view of your total financial picture with single login access between Bank of America banking and Merrill Lynch Wealth Management brokerage accounts.

A clear and more open way to work

We believe trust comes from transparency, which is why our advisors lay out everything you can expect from the beginning. So you’ll know what we’re doing, how you’re tracking toward your goals, and what you’re paying.

Power behind your goals

Drawing from award-winning1 research, your advisor will work with our investment professionals to provide you with strategies based on your unique needs.

BofA Merrill Lynch Global Research

BofA Merrill Lynch Global Research was named the Top Global Research Firm in 2019 by Institutional Investor magazine for the seventh time since the recognition began in 2011.1

Barron’s Top 100 Women Financial Advisors

In 2019, for the fourteenth year in a row, Merrill had the most advisors named to Barron's America's Top 100 Women Financial Advisors list. We are proud to acknowledge our 20 advisors recognized.2

Barron’s Top 1,200 Financial Advisors

We are pleased to announce that Merrill has the most advisors on Barron's 2020 Top 1,200 Financial Advisors list for the twelfth consecutive year. We are proud of our 284 advisors for their accomplishments and for making the list.3

Financial Times' 2019 FT 400

We are pleased to have the opportunity to congratulate 68 Merrill advisors who made the Financial Times' 2019 FT 400 top advisor list.7

On Wall Street’s Top 40 Advisors Under 40

We're pleased to share that, in 2020, Merrill had the most advisors named to On Wall Street's annual Top 40 Under 40 list, with 17 advisors being recognized. This list higlights top advisors under age 40 from various firms.9

Forbes' America's Top Wealth Advisors

We congratulate our advisors for making the 2019 Forbes’ America’s Top Wealth Advisors list. This year, Merrill had 54 advisors recognized.10

Financial Times’ Top 401 Retirement Advisers

The Financial Times 2019 Top 401 Retirement Advisers list recognizes the top financial advisors who specialize in serving defined contribution retirement plans. Merrill has the most financial advisors overall for the third consecutive year with 43 advisors being recognized. 11

Working Mother Magazine’s Top Wealth Advisor Moms

Working Mother Magazine’s Top Wealth Advisor Moms list recognizes wealth advisors who are mothers with children living at home and under the age of 18. Congratulations to all of our advisors named to the 2019 list.12

Forbes' Top Next-Gen Wealth Advisors

In 2019, Forbes released their Top Next-Generation Wealth Advisors list, focused on younger advisors who are the "next-generation" of wealth advisors. Merrill had 86 advisors on the list, the most advisors recognized among our competitors.13

Barron's Top 100 Financial Advisors

Congratulations to our advisors who made the 2019 list as one of Barron's Top 100 Financial Advisors. We're proud of our advisors for achieving this honor.14

Barron's Top 50 Institutional Consultants

Congratulations to our 7 teams named to Barron's 2019 Top 50 Institutional Consultants list. We are proud of those recognized.15

Forbes’ Top Women Wealth Advisors

We congratulate our advisors for making Forbes’ Top Women Wealth Advisors 2019 list. This year, Merrill had the most advisors on the list, with 65 advisors recognized.16

Barron's Top 50 Private Wealth Advisory Teams

In 2019, Barron's released their first-ever ranking of wealth advisory teams. We are proud of our 12 teams recognized and appreciate all that they do for their clients.17

Forbes' Best-In-State Next-Generation Wealth Advisors

We are proud of our advisors named to Forbes first-ever "Best-In-State Next-Generation Wealth Advisors" list. In 2019 Merrill led the way with 418 advisors named to the list, the most advisors of any other firm.8

Largest number of financial advisors

who hold the Certified Investment Management AnalystSM (CIMA®) designation, November 4, 20194

Fortune's "Change the World" list

Bank of America was the top financial services firm on the “Change the World” list and was recognized for its work to address the affordable housing shortage across the U.S.18

Merrill Lynch Wealth Management’s financial statement

has been recognized thirteen years in a row (2006-2019) with the “Seal of Excellence” from DALBAR, Inc.

Merrill’s brokerage statement

was ranked No. 1 in Corporate Insight’s Broker Monitor report for thirteen consecutive years (2007-2019)

"An Outstanding Customer Service Experience" for Phone Support

Bank of America's Wealth Management Client Services center, serving Merrill Lynch Wealth Management clients, was certified for providing “An Outstanding Customer Service Experience” for Phone Support for the fifth straight year.5

Center for Financial Planning

Merrill Lynch Wealth Management had the most CFP® certificants of any firm in the industry6

Merrill Lynch Wealth Management retirement statements

Merrill Lynch Wealth Management defined contribution and total retirement statements take the #1 spots in their respective rankings in DALBAR’s “Trends and Best Practices in Investor Statements.”—January 29, 2019

The Power of the Right AdvisorTM

Your dedicated Merrill Lynch Wealth Management Advisor team combines actionable planning and objective investment advice to help you achieve your goals while growing and preserving your wealth.


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