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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 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 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 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 2020 by Institutional Investor magazine.1

 

 

Barron’s "Top 100 Women Financial Advisors"

In 2021, for the sixteenth year in a row, Merrill had the most advisors named to Barron’s “Top 100 Women Financial Advisors” list. We are proud to congratulate our 22 advisors recognized.2

Barron’s "Top 1,200 Financial Advisors"

We are pleased to announce that Merrill has the most advisors on Barron's 2021 "Top 1,200 Financial Advisors" list for the thirteenth consecutive year. We are proud of our 286 advisors for their accomplishments and for making the list.3

Financial Times 2020 "FT 400"

We are pleased to have the opportunity to congratulate 70 Merrill advisors who made the Financial Times 2020 "FT 400 Top Advisor" list. Merrill had the most advisors recognized.7

Financial Planning Magazine "Top 40 Advisors Under 40"

We're pleased to share that, in 2021, Merrill had the most advisors named to Financial Planning Magazine "Top 40 Advisors Under 40" list, with 19 advisors being recognized. This list highlights top advisors under age 40 from various firms.8

Forbes "Top Wealth Advisors"

We congratulate our advisors for making the 2020 Forbes "Top Wealth Advisors" list. This year, Merrill had 53 advisors recognized.9

Financial Times "Top 401 Retirement Advisers"

The Financial Times 2020 "Top 401 Retirement Advisers" list recognizes the top financial advisors who specialize in serving defined contribution retirement plans. Merrill has the most advisors overall for the fourth consecutive year with 45 advisors being recognized. 10

Working Mother Magazine "Top Wealth Advisor Moms"

Working Mother Magazine "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 2020 list.11

Forbes "Top Next-Gen Wealth Advisors"

In 2020, Forbes released their "Top Next-Generation Wealth Advisors" list, focused on younger advisors who are the "next-generation" of wealth advisors. Merrill had 156 advisors on the list, the most advisors recognized among our competitors.12

Barron's "Top 100 Financial Advisors"

Congratulations to our advisors who made the 2021 list as one of Barron's "Top 100 Financial Advisors." We're proud of our advisors for achieving this honor.13

Barron's "Top 100 Institutional Consulting Teams"

Congratulations to our teams named to Barron's "Top 100 Institutional Consulting Teams" 2021 list. We are proud of those recognized.14

Forbes "Top Women Wealth Advisors"

We congratulate our advisors for making Forbes "Top Women Wealth Advisors" 2021 list. This year, Merrill had 224 advisors recognized.15

Barron's "Top 100 Private Wealth Advisory Teams"

We're pleased to announce that Merrill had 23 Private Wealth Management teams named to the 2021 list. We congratulate our teams recognized and appreciate all that they do for their clients.16

Largest number of financial advisors

who hold the Certified Investment Management AnalystSM (CIMA®) designation, May 25, 20214

Fortune's "Change the World" list

In 2020, Fortune recognized Bank of America on its “Change the World” list for the company’s leadership, long-standing support of community development financial institutions (CDFIs), and the impact of the additional financing it channeled through that network as part of the Payment Protection Program (PPP).17

Merrill Lynch Wealth Management’s financial statement

has been recognized fifteen years in a row (2006-2020) 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)

Financial Times Professional Wealth Management

Merrill Lynch Wealth Management was named No. 1 in technology in North America in Financial Times Professional Wealth Management 2021 Wealth Tech Awards.5

Center for Financial Planning

Merrill Lynch Wealth Management had the most CERTIFIED FINANCIAL PLANNERTM certificants of any firm in the industry6 (May 25, 2021)

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.”—May 25, 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.

Digital Wealth Management Impact Innovation Award for Digital Client Engagement

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.18

WealthManagement.com 2020 Industry Awards

Merrill was the winner in the Technology category for Digital Collaboration Tools and the Social Media Leadership category for the Socialize platform for advisors – WealthManagement.com 2020 Industry Awards.19

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