Best-in-State · rank 129 · Gadsden, Alabama · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Merrill Wealth Management” — forbes_shook
- Parent company — Bank of America (medium)
- “Merrill Wealth Management is part of Bank of America” — firm_official
- Firm type — bank_brokerage (high)
- “Merrill Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 637 (high)
- “Team Assets (Custodied): $637M” — forbes_shook
- Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
- Typical client net worth ($M) — 2.875 (high)
- “Typical Net Worth of Relationships: $750K-6M” — forbes_shook
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- Custodians — not_applicable (high)
- “Merrill Wealth Management” — forbes_shook
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Positioning & marketing
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- Press awards — Forbes Top Wealth Advisors 2026 (#129) (high)
- “rank 129, year 2026” — forbes_shook
Visual brand
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