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Why Merrill?
Team up with an iconic brand that represents a 100+ year legacy of strength and industry leadership to clients across the globe.
Merrill had the most advisors named to the Barron's "Top 100 Women Advisors" list (Published on July 18, 2025. Rankings based on data as of March 31, 2025.) for the 20th consecutive year (2006-2025).3
Hear why this top advisor joined Merrill and never looked back
This top advisor chose Merrill to take his practice to the next level. He wanted to achieve more – more for his clients; more for his career; and more for his business.
Recognized more than any other firm, Merrill had 446 advisors named to the 2025 Forbes "Top Next-Generation Wealth Advisors Best-in-State" list (Published on August 6, 2025. Rankings based on data as of March 31, 2025.)2
Recognized more than any other firm, we are proud of the 2,112 advisors named to Forbes 2025 "Best-in-State Wealth Advisors" list. (Published on April 8, 2025. Rankings based on data as of June 30, 2024.)4
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1 Extel, formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. 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. Rankings and recognition from Extel 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 2025 Forbes “Top Next-Gen Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1986 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 SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
3 2025 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, client satisfaction/retention, regulatory records, internal company documents, return on assets among other data points. Rankings do not reflect any one-client's experience, future performance or outcome, endorse any advisor and are available for client evaluation only. Compensation was not received from anyone in exchange for rankings for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
4 2025 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 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. 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.
Alternative investments are intended for qualified investors only. Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity and your tolerance for risk. Alternative Investments are speculative and involve a high degree of risk.
Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.
Investment and insurance products:
Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
Are Not deposits |
Are Not Insured by Any Federal Government Agency |
Are Not a Condition to Any Banking Service or Activity |
Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary.
This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
The Chief Investment Office (CIO) provides thought leadership on wealth management, investment strategy and global markets; portfolio management solutions; due diligence; and solutions oversight and data analytics. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., (“Bank of America”) and Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S” or “Merrill”), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation.
Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.
Bank of America Private Bank is a division of Bank of America, N.A.
U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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