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Helping you succeed

ML®

Your life and priorities

At Merrill Lynch Wealth Management, we believe that understanding what matters most to you is critical to developing an investing strategy. Through a dedicated relationship between you and your Merrill Lynch Wealth Management Advisor or advisor team, we are able to design a personalized 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 other investment professionals to provide you with strategies based on your unique needs.

BofA Global Research

BofA Global Research was named one of the top global research firms in 2021 by Institutional Investor magazine.1

 

 

2022 Barron's "Top 100 Women Financial Advisors"

Published annually in June. Rankings based on data as of March 31 of current year.

In 2022, for the seventeenth year in a row (2006 - 2022), Merrill had the most advisors named to Barron's "Top 100 Women Financial Advisors" list. We are proud to acknowledge our 21 advisors recognized.2

2022 Barron's "Top 1,200 Financial Advisors"

Published on March 11, 2022. Rankings based on data as of September 30, 2021.

Congratulations to our advisors named to Barron's "Top 1,200 Financial Advisors" 2022 list. We're proud of our 273 advisors recognized.3

2022 Financial Planning "Top 40 Advisors Under 40"

Published on February 1, 2022. Rankings based on data as of September 30, 2021.

We're pleased to share that, in 2022, Merrill had the most advisors named to Financial Planning Magazine "Top 40 Advisors Under 40" list, with 15 advisors being recognized. This list highlights top advisors under age 40 from various firms.4

2022 Forbes "America's Top Wealth Advisors"

Published on August 24, 2022. Rankings based on data as of March 31, 2022.

We congratulate our advisors for making the 2022 Forbes "America's Top Wealth Advisors" list. Merrill had 57 advisors recognized.5

2022 Forbes "Best-In-State Top Next-Gen Wealth Advisors"

Published on August 3, 2022. Rankings based on data as of March 31, 2022.

In 2022, Merrill had 282 advisors named to Forbes "Best-In-State Top Next-Gen Wealth Advisors" list, the most advisors recognized among our competitors. This list focused on younger advisors who are the "next generation" of wealth advisors.6

2022 Barron’s “Top 100 Financial Advisors”

Published on April 15, 2022. Rankings based on data as of December 31, 2021.

Congratulations to our advisors who made Barron's 2022 "Top 100 Financial Advisors" list. We're proud of our 17 advisors who were recognized.7

2022 Barron’s “Top 100 Institutional Consulting Teams”

Published on April 15, 2022. Rankings based on data as of December 31, 2021.

Congratulations to our teams named to Barron's "Top 100 Institutional Consulting Teams" 2022 list. We are proud of the 15 teams recognized.8

2022 Forbes "America's Top Women Wealth Advisors Best-In-State"

Published on February 4, 2022. Rankings based on data as of September 30, 2021.

We congratulate our advisors for making the Forbes "America's Top Women Wealth Advisors Best-In-State" 2022 list. This year, Merrill had 296 advisors recognized.9

2022 Barron’s “Top 100 Private Wealth Management Teams”

Published on April 15, 2022. Rankings based on data as of December 31, 2021.

We congratulate our advisors for making Barron's 2022 "Top 100 Private Wealth Management Teams" list. We're proud of the 21 teams recognized and appreciate all they do for their clients.10

2022 Forbes "Best-In-State Wealth Advisors"

Published on April 7, 2022. Rankings based on data as of June 30, 2021.

Merrill had the most advisors recognized on the Forbes 2022 "Best-In-State Wealth Advisors" list compared to our competitors. We're proud of our 1644 advisors recognized.11

2022 Forbes “America’s Top Wealth Management Teams High Net Worth” list

Published on November 8, 2022. Rankings based on data as of March 31, 2022.

We’re proud of all of our Merrill teams who earned a spot on the 2022 Forbes "America's Top Wealth Management Teams High Net Worth" list. Merrill had 36 teams recognized, the most among other firms on the list.12

2022 Forbes “America’s Top Wealth Management Teams Private Wealth” list

Published on November 8, 2022. Rankings based on data as of March 31, 2022

We’re proud of all of our Merrill teams who earned a spot on the 2022 Forbes "America's Top Wealth Management Teams Private Wealth" list. Merrill had 24 teams recognized.13

Largest number of financial advisors

who hold the Certified Investment Management AnalystSM (CIMA) designation, based on data as of January 12, 202214

Fortune's "Change the World" list

In 2021, Fortune recognized Bank of America on its "Change the World" list for raising their hourly minimum wage to $21 and for providing pandemic-era caregiving reimbursements for employees.15

Merrill Lynch Wealth Management’s financial statement

has been recognized sixteen years in a row (2006-2021) with the "Seal of Excellence" from DALBAR, Inc.

Published annually Feb. Rankings based on data as of the end of December of the prior year.

Merrill Lynch Wealth Management retirement statements

Merrill Lynch Wealth Management defined contribution and total retirement statements take the No. 1 spots in their respective rankings in DALBAR's "Trends and Best Practices in Investor Statements."

Published February 2022. Rankings based on data as of December 2021.

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.

2021 Digital Wealth Management Impact Innovation Award for Digital Client Engagement

Published on June 8, 2021. Rankings based on data as of March 26, 2021.

Merrill Lynch Wealth Management received the 2021 Digital Wealth Management Impact Innovation award from Aite Group for Digital Client Engagement regarding their new Client Engagement Workstation.16

2021 Money Management Institute's Digital Innovation Award

Published on November 11, 2021. Rankings based on data as of October 2020.

Digital Wealth Overview (DWO), our new video-powered client experience for Merrill Lynch Investment Advisory Program (IAP) clients, won Money Management Institute's Digital Innovation award.17

2021 Global Private Banking Innovation Awards

Published on July 7, 2021. Rankings based on data as of May 14, 2021.

Digital Wealth Overview (DWO), our new video-powered client experience for Merrill Lynch Investment Advisory Program (IAP) clients, was voted the Best Use of Technology in Wealth Management by The Digital Banker's Global Private Banking Innovation Awards.18

Fortune’s “World’s Most Admired Companies”

Fortune named Bank of America one of the “World’s Most Admired Companies” in 2022.19

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