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
"Bank of America” is the marketing name for the global banking and global markets businesses of Bank of America Corporation. Lending, derivatives and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, strategic advisory, and other investment banking and brokerage activities are performed globally by investment banking affiliates of Bank of America Corporation (“Investment Banking Affiliates”), including, in the United States, BofA Securities, Inc., and Merrill Lynch Professional Clearing Corp., which are registered broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered entities. BofA Securities, Inc. and Merrill Lynch Professional Clearing Corp. are registered as futures commission merchants with the CFTC and are members of the NFA.
BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
1. Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.
2. The Barron’s “Top 100 Women Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
3. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.
4. The ranking for the “Top 40 Advisors Under 40” list is compiled using data solicited from the advisors’ employers. Advisors considered must be under 40 years old and work at an employee brokerage firm. Individual trailing 12- month production for each advisor was the primary ranking criteria. Financial Planning is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Rankings and recognition from Financial Planning are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Financial Planning is a trademark of Arizent. All rights reserved. For more information: http://details-he.re/exHDjS
5. Data provided by SHOOK® Research, LLC. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. For more information: http://details-he.re/4ZzeSL
6. Data provided by SHOOK® Research, LLC. SHOOK considered advisors born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. For more information: http://details-he.re/9EaaXX
7. The Barron’s “Top 100 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
8. The Barron’s “Top 100 Institutional Consulting Teams” ranking evaluated advisors on a range of criteria, including institutional investment assets overseen by the advisor and his/her team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishment represented on the team. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
9. Data provided by SHOOK® Research, LLC. Forbes.com. America’s Top Women Advisors ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. For more information: http://details-he.re/OsrhqS
10. The Barron’s “Top 100 Private Wealth Management Teams” list is a ranking of wealth management teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The Barron’s “Top 100 Private Wealth Management Teams” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron’s and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
11. Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. For more information: http://details-he.re/9NXg3a
12 Data provided by SHOOK® Research, LLC. Forbes “America’s Top Wealth Management Teams High Net Worth” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. For more information: http://details-he.re/mnMoCQ
13. Data provided by SHOOK® Research, LLC. Forbes “America’s Top Wealth Management Teams Private Wealth” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. SHOOK is a registered trademark of SHOOK Research, LLC. For more information: http://details-he.re/35GZYC
14. Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
15. Fortune magazine’s “Change the World” list, 2021. The Change the World list honors companies that use the creative tools of capitalism — including the profit motive — to address society’s unmet needs. Fortune writers and editors evaluate and rank the companies by three factors: measurable social impact, business results, and degree of innovation. For more information, visit Fortune.
16. Merrill Lynch Wealth Management recognized for “Advisor Focused” in the category of Digital Client Engagement. A global panel of six external experts on digital wealth management selected winners based on the following criteria, which were considered when scoring each entry: level of innovation and competitive advantage; market needs assessment; impact on customer experience; impact on customer operational efficiency; level of new revenue opportunity for the organization; impact on customer retention/new customer attraction; level of scalability across customer base; and future roadmap. Rankings and recognition from Aite Group are no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.
17. Money Management Institute/Barron's 2021 Industry Awards; November 2021. The Industry Awards recognize innovation and achievement in the investment advisory solutions industry over the past year. Learn more.
18. Merrill was recognized for “Best Use of Technology in Wealth Management" by The Digital Banker's Global Private Banking Innovation Awards; August 2021. Shortlisted nominees were selected on the qualitative and quantitative depth of their nominations. Shortlisted institutions or individuals per category, were put to our impartial panel of expert judges who undertook a rigorous audit type process to carefully select the winners. A proprietary, numerical and qualitative scoring methodology was applied to all submissions and augmented by market research and input from seminal industry experts, corporate executives and in some cases the High Net Worth & Ultra High Net Worth Community. Rankings and recognition from The Digital Banker are no guarantee of future investment success, do not ensure that a current or prospective client will experience a higher level of performance results, and should not be construed as an endorsement.
19. Fortune’s “World’s Most Admired Companies,” 2022. Fortune collaborated with Korn Ferry and began with ~1,500 candidates: the 1,000 largest U.S. companies ranked by revenue, along with non-U.S. companies in Fortune’s Global 500 database that have revenues of $10 billion or more. They narrowed the assortment to the highest-revenue companies in each industry, a total of 640 in 28 countries. The top-rated companies were picked from that pool of 640. Enterprises were rated based on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company’s score must rank in the top half of its industry survey to be listed. Learn more at Fortune.
