Best-in-State · rank 120 · Huntsville, Alabama · 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 (now Merrill) is a subsidiary of Bank of America” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management is part of Merrill, a Bank of America company” — firm_official
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Book of business
- Team AUM ($M) — 317 (high)
- “Team Assets (Custodied): $317M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 2.0 (high)
- “Typical Net Worth of Relationships: $500K-3.5M” — forbes_shook
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- Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse division of Bank of America; custodian is internal” — firm_official
- Fee model — gap: not_public
Positioning & marketing
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- Press awards — 2026 Forbes Top Wealth Advisors (rank 120) (high)
- “Ranked 120 on the 2026 Forbes Top Wealth Advisors list” — forbes_shook
Visual brand
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