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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.

Barron’s America’s Top 100 Women Financial Advisors

In 2018, for the thirteenth year in a row, Merrill Lynch had the most advisors named to Barron’s America’s Top 100 Women Financial Advisors list. We are proud to acknowledge our 18 advisors recognized.

Forbes’ Top Women Wealth Advisors

In 2018, Forbes named 250 advisors to their Top Women Wealth Advisors list. We are proud to congratulate our advisors who were recognized.
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Barron’s Top 50 Institutional Consultants

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

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.

Financial Times’ 2018 FT 400

We are pleased to have the opportunity to congratulate 80 Merrill Lynch advisors who made the Financial Times’ 2018 FT 400 top advisor list.
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Barron’s Top 1200 Financial Advisors

We are pleased to announce that Merrill Lynch has the most advisors on Barron’s Top 1200 Financial Advisors list for the tenth consecutive year. We are proud of our 295 advisors for their accomplishments and for making the list.

Forbes’ 2018 Best-In-State Wealth Advisors

Forbes released their 2018 Best-In-State Wealth Advisors list. Merrill Lynch had the most advisors on the list. We’re proud of our 639 advisors recognized and are especially thankful to all the clients who have trusted our advisors to help them pursue their financial goals.
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On Wall Street’s Top 40 Advisors Under 40

We’re pleased to share that Merrill Lynch has the most advisors named to On Wall Street’s annual Top 40 Under 40 list, with 16 advisors being recognized. This list highlights top advisors under age 40 from various firms.
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Forbes’ America’s Top 250 Wealth Advisors

We congratulate our advisors for making the 2017 Forbes’ America’s Top 250 Wealth Advisors list. Merrill Lynch has the most financial advisors on the list, with 54 advisors recognized. 
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Financial Times' Top 401 Retirement Plan Advisers

The Financial Times 2017 Top 401 Retirement Advisers recognizes the top financial advisors who specialize in serving defined contribution retirement plans. Merrill Lynch has the most financial advisors overall for 2017 with 55 advisors being recognized.
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Working Mother and SHOOK Research's 2017 Top Wealth Adviser Moms

In September, 2017, Working Mother named its first-ever Working Mother’s Top Wealth Adviser Moms. SHOOK Research considered Wealth Advisors who are mothers with children living at home and under the age of 18. We’re proud of our advisors recognized on this list.
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Forbes' America's Top Next-Generation Wealth Advisors

2017 Forbes' America's Top Next-Generation Wealth Advisors list is a new advisor ranking list focused on younger advisors who are the “next-generation” of wealth advisors. Merrill Lynch had 119 advisors on the list, the most advisors recognized among our competitors.
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Source: Barron’s “Top 100 Women Financial Advisors” list, June 11, 2018. Advisors considered for the “America's 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: 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. 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. Forbes is a trademark of Forbes Media LLC. All rights reserved.

Source: Barron’s "Top 50 Institutional Consultants” list, April 23, 2018. 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. 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 "America's Top 100 Financial Advisors" list, April 23, 2018. Advisors considered for the "America's 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: The Financial Times “Top 400 Financial Advisors” (FT 400) is an independent listing produced by the Financial Times (March, 2018). 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.

Source: Barron's "Top 1,200 Financial Advisors" list, March 12, 2018. Advisors considered for the "Top 1,200 Financial Advisors" 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: 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. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices. Investment performance is not an explicit criterion because performance is often a function of each client's appetite for risk. In evaluating advisors, we examine regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. 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 "Best-in-State Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. ​

Source: 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. In January 2018, On Wall Street published online its “Top 40 Advisors Under 40" list, compiled using data solicited from the advisors' employers. Individual trailing 12- month production for each advisor was the primary ranking criteria. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.​

Source: The Forbes ranking of "America's Top 250 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. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. ​

​Source: The Financial Times "Top 401 Retirement Plan Advisers" list (FT 401) is an independent listing produced by the Financial Times (September 2017). The 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 seven primary areas, including Defined Contribution (DC) plan assets under management, growth in DC plan business, specialization in DC plan business, and other factors. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor's future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.​

Source: For Working Mother/SHOOK Research's "Top Wealth Adviser Moms" list, SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 18. 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/4JoTZ9. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.​

​Source: Forbes/SHOOK "America's 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, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information see http://details-he.re/3oaPnX. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. 

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