Skip To Content

Awards & Recognition

Congratulations to our advisors who have been recognized by a number of distinguished publications.

And thank you to all of our advisors for demonstrating how we measure our success—by helping our clients pursue their goals. Through a dedicated one-on-one relationship, our advisors not only put their clients’ needs and priorities first, but at the center of everything they do for them each day.

Explore this year’s accolades and use the Find an Advisor Tool to connect with an advisor today.

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.
See the list

Forbes' America's Top Wealth Advisors

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

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.
See the list

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.
See the list

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.

Barron's Top 50 Private Wealth Advisory Teams

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.

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.
See the list

Barron's Top 100 Financial Advisors

Barron's Top 100 Financial Advisors

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

Barron's Top 50 Institutional Consultants

Barron's Top 50 Institutional Consultants

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

Financial Times' 2019 FT 400

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.

Barron's 2019 Top 1,200 Financial Advisors

Barron's 2019 Top 1,200 Financial Advisors

We are pleased to announce that Merrill has the most advisors on Barron's 2019 Top 1,200 Financial Advisors list for the eleventh consecutive year. We are proud of our 280 advisors for their accomplishments and for making the list.

On Wall Street’s Top 40 Advisors Under 40

Congratulations to the Merrill advisors named to On Wall Street’s annual Top 40 Advisors Under 40 list. We’re pleased to share that, in 2019, Merrill had 13 advisors recognized.
See the list

Financial Times' Top 401 Retirement Advisers

The Financial Times 2018 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 second consecutive year with 50 advisors being recognized.
See the list

Connect with an advisor and start a conversation about your goals.

Give us a call at

1.866.706.8321

9am - 9pm Eastern, Monday - Friday

Have questions for your financial advisor?

Connect with to continue the conversation.

Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, October 3, 2019. Data provided by SHOOK™ Research, LLC. Data as of 3/31/19. SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; 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 SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. For more information see http://details-he.re/vD5zo4. All rights reserved. Rankings and recognition from Working Mother/SHOOK Research 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.

Source: Forbes Magazine (September, 2019). Data provided by SHOOKTM Research, LLC. Data as of 6/30/19. The Forbes ranking of "America's Top Wealth Advisors," developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome. 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 and such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK receive a fee in exchange for rankings. All rights reserved. For more information, visit http://details-he.re/7mnoMA

Source: Forbes "Best-in-State Next-Generation Wealth Advisors" list, September 4, 2019. Forbes "Best-in-State Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; 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, 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 criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. 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 and such rankings should not be construed as an endorsement of the advisor. For more information, visit http://details-he.re/8ny9H7

Source: Forbes "Top Next-Generation Wealth Advisors" list, July 24, 2019. Forbes "Top Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; 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, 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 criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. 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 and such rankings should not be construed as an endorsement of the advisor. For more information, visit http://details-he.re/Ne1uq9

Source: Barron's "Top 100 Women Financial Advisors" list, June 8, 2019. Advisors considered for the "Top 100 Women Financial Advisors" list ranking have 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. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. 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.

Source: Barron's "Top 50 Private Wealth Advisory Teams" list, April 20, 2019. This first-ever ranking of wealth advisory teams that specialize in serving individuals and families was published with the Barron's "Top 100 Financial Advisors" 2019 list. 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. Advisors considered for the "Top 50 Private Wealth Advisory Teams" list ranking have 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. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. 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.

Source: Forbes “America’s Top Women Wealth Advisors” list, April 30, 2019. Forbes “America’s Top Women Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: 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 SHOOK Research, LLC and not representative nor indicative of any one client’s experience, future performance, or investment outcome. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. 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 and such rankings should not be construed as an endorsement of the advisor. For more information, visit http://details-he.re/SUjZgX

Source: Barron's "Top 100 Financial Advisors" list, April 20, 2019. Advisors considered for the "Top 100 Financial Advisors" list ranking have 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. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. 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.

Source: Barron's "Top 50 Institutional Consultants" list, April 20, 2019. The advisors in the ranking were evaluated 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. Barron's does not receive compensation from Advisors, participating firms and their affiliates, or the media in exchange for rankings. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. 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.

Source: The Financial Times "Top 400 Financial Advisers" (FT 400) list is an independent listing produced by the Financial Times (April, 2019). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from Financial Times 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. For more information, visit http://details-he.re/YNDTvZ

Source: Barron's “Top 1,200 Financial Advisors” list, March 11, 2019. The 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. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. 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.

Source: On Wall Street’s “Top 40 Advisors Under 40” list, January 17, 2019. 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. On Wall Street 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 On Wall Street 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. For more information, visit http://details-he.re/M686p4

Source: The Financial Times "Top 401 Retirement Advisers" list (FT 401) is based on data gathered from financial advisors, regulatory disclosures, and the FT's research. The listing reflects each advisor's status in five primary areas, including Defined Contribution (DC) assets under management (AUM), specialization in the DC business, growth in DC plan business, years of experience advising DC plans and compliance record. Rankings are based on the opinions of Financial Times 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. All rights reserved. For more information, visit http://details-he.re/qCbAvZ

X

You need to answer some questions first

Then we can provide you with relevant answers.

Get started