Best-in-State · rank 102 · 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 Bank of America company” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management operates as part of Bank of America's wirehouse wealth management division” — firm_official
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Book of business
- Team AUM ($M) — 534 (high)
- “Team Assets (Custodied):"$534M"” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business:"$500K"” — forbes_shook
- Typical client net worth ($M) — 1.5 (high)
- “Typical Net Worth of Relationships:"$600K-3M"” — forbes_shook
- Client niche — generalist (medium)
- “Team Assets (Custodied):"$534M", Typical size of Household accounts:"$500K-4M"” — forbes_shook
- Custodians — not_applicable (high)
- “Merrill Wealth Management is part of Bank of America's wirehouse operations” — firm_official
- Fee model — aum_fee (medium)
- “Team Assets (Custodied):"$534M"” — forbes_shook
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 America's Top Wealth Advisors (2026, Rank #102) (high)
- “rank:102,year:2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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