Best-in-State · rank 123 · 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 Wealth Management is a division of Bank of America” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management” — forbes_shook
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_found_after_search
- Years experience — gap: not_found_after_search
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 206 (high)
- “Team Assets (Custodied): $206M” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 5.25 (high)
- “Typical Net Worth of Relationships: $1.5-10M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Merrill Wealth Management” — forbes_shook
- Fee model — gap: not_found_after_search
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — no (medium)
- “No evidence of podcast hosting found” — firm_official
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_found_after_search
- Social presence — — (low)
- “No identifiable personal social media presence found” — general_press
- Press awards — 2026 Forbes Top Wealth Advisors (#123) (high)
- “Ranked #123 on 2026 Forbes America's Top Wealth Advisors” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “Merrill Wealth Management uses parent BofA corporate branding” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Merrill Wealth Management corporate branding (Bank of America parent company aesthetic) (medium)
- “Merrill Wealth Management” — firm_official