Best-in-State · rank 14 · Phoenix, 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 Lynch operates under Bank of America” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 1900 (high)
- “Team Assets (Custodied): $1.9B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 30 (high)
- “Typical Net Worth of Relationships: $10-50M” — forbes_shook
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- Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse; custodians are not applicable” — firm_official
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Positioning & marketing
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Visual brand
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