Best-in-State · rank 94 · Scottsdale, Arizona · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Merrill Wealth Management” — forbes_shook
- Parent company — Bank of America (high)
- “Merrill Wealth Management is part of Bank of America” — firm_official
- Firm type — bank_brokerage (high)
- “Merrill Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 924 (high)
- “Team Assets (Custodied): $924M” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Net Worth of Relationships: $5-15M” — forbes_shook
- Client niche — generalist (medium)
- “Typical size of Household accounts: $3-17M” — forbes_shook
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Positioning & marketing
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- Press awards — Forbes America's Top Wealth Advisors 2026 (Rank 94) (high)
- “Forbes America's Top Wealth Advisors 2026, Rank 94” — forbes_shook
Visual brand
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