Best-in-State · rank 9 · Birmingham, Alabama · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “firm":"Merrill Wealth Management"” — forbes_shook
- Parent company — Bank of America (high)
- “Merrill Wealth Management is a subsidiary of Bank of America” — firm_official
- Firm type — wirehouse (medium)
- “Merrill Wealth Management” — firm_official
- Team name — gap: not_found_after_search
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Book of business
- Team AUM ($M) — 1700.0 (high)
- “Team Assets (Custodied):"$1.7B"” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business":"$500K"” — forbes_shook
- Typical client net worth ($M) — 8.0 (high)
- “Typical Net Worth of Relationships":"$5-11M"” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse subsidiary of Bank of America” — firm_official
- Fee model — not_public (medium)
- “Merrill Wealth Management fee structures vary by service level” — firm_official
Positioning & marketing
- Website url — gap: not_found_after_search
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- Has podcast — gap: not_found_after_search
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- Press awards — Forbes Top Wealth Advisors 2026 (Rank 9) (high)
- “rank":9,"year":2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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- Visual brand notes — gap: not_found_after_search