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Awards & Recognition

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More advisor accolades:

2023 Forbes "America's Top Next-Generation Wealth Advisors"

Published on August 8, 2023. Rankings based on data as of March 31, 2023.

 

For the seventh year in a row, Merrill had the most advisors named to the 2023 Forbes "American's Top Next-Generation Wealth Advisors" list.  We are proud to acknowledge the 36 advisors recognized.

 

2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list

Published on August 8, 2023. Rankings based on data as of March 31, 2023.

 

Recognized more than any other firm, Merrill had 383 advisors named to the 2023 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list.

 

2023 Barron's "Top 100 Women Financial Advisors" list

Published on June 16, 2023. Rankings based on data as of March 31, 2023.

 

For the eighteenth year in a row, Merrill had the most advisors named to the Barron's 2023 "Top 100 Women Financial Advisors" list. We are proud to acknowledge the 21 advisors recognized.

 

2023 Barron’s “Top 100 Financial Advisors” list

Published on April 14, 2023. Rankings based on data as of December 31, 2022.

 

We are honored to recognize the 19 advisors named to the Barron's 2023 "Top 100 Financial Advisors" list.

 

2023 Barron’s “Top 100 Private Wealth Management Teams" list

Published on April 14, 2023. Rankings based on data as of December 31, 2022.

 

Teams who continue to deliver for their clients.  We're proud of the 14 teams with 34 total Private Wealth Advisors named to Barron's 2023 "Top 100 Private Wealth Management Teams" list.

 

2023 Barron’s “Top 100 Institutional Consulting Teams”

Published on April 14, 2023. Rankings based on data as of December 31, 2022.

 

Well done! 18 Merrill Advisor teams named to Barron's "Top 100 Institutional Consulting Teams" 2022 list.

 

2023 Forbes “America's Top Wealth Advisors” list

Published on April 4, 2023. Rankings based on data as of June 30, 2022.

 

An impressive 51 Merrill advisors have been recognized on Forbes 2023 "America's Top Wealth Advisors" list.

 

2023 Forbes “America's Top Wealth Advisors Best-in-State" list

Published on April 4, 2023. Rankings based on data as of June 30, 2022.

 

Recognized more than any other firm, we are proud of the 1,820 advisors names to Forbes 2023 "America's Top Wealth Advisors Best-in-State" list.

 

2023 Barron's "Top 1,200 Financial Advisors" list

Publish date March 10, 2023.  Rankings based on data as of September 30, 2022

 

Congratulations to the 273 Merrill advisors recognized by Barron's in their 2022 "Top 1,200 Financial Advisors" list.

 

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2024 Forbes “America's Top Women Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

 

2024 Forbes “Top Women Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

 

2024 Financial Planning's "Top 40 Brokers Under 40" list is compiled using data solicited from advisors' employers. Opinions provided by Financial Planning considered advisors under 40 years old who work at an employee brokerage firm. Primary ranking is based on trailing 12-month production for each advisor. 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. Financial Planning's rankings do not reflect all client experiences, endorse any advisor, indicate future performance or future success and are available for client evaluation only. Compensation was not received from anyone for the study. Financial Planning is a trademark of Arizent. All rights reserved.

 

2024 Forbes "Best-in-State Wealth Management Teams " list.  Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary).  SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

 

2023 Forbes "America's Top Wealth Management Teams High Net Worth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary).  SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

 

2023 Forbes "America's Top Wealth Management Teams Private Wealth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary).  SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

 

2023 Forbes “America's Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 

2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

 

2023 Barron’s “Top 100 Women Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents, among other data points. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

 

2023 Barron’s “Top 100 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

 

2023 Barron’s “Top 100 Institutional Consulting Teams” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

 

2023 Barron’s “Top 100 Private Wealth Management Teams” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

 

2023 Forbes “America’s Top Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

 

2023 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.

 

The Barron's “Top 1,200 Financial Advisors" list, March 10, 2023. 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 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.​

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