Best-in-State · rank 133 · Scottsdale, Arizona · 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 wealth management subsidiary of Bank of America” — forbes_shook
- Firm type — wirehouse (high)
- “Merrill Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied)":"$1B"” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business":"$500K"” — forbes_shook
- Typical client net worth ($M) — 2.5 (high)
- “Typical Net Worth of Relationships":"$500K-5M"” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse subsidiary of Bank of America” — forbes_shook
- Fee model — gap: not_public
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 — 2026 Forbes America's Top Wealth Advisors (Rank 133) (high)
- “rank":133,"year":2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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