Best-in-State · rank 58 · Scottsdale, 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 the private wealth management division of Bank of America” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management (wirehouse affiliate of Bank of America)” — forbes_shook
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Book of business
- Team AUM ($M) — 553 (high)
- “Team Assets (Custodied): $553M” — forbes_shook
- Account minimum ($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: $1-5M” — forbes_shook
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- Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse (Bank of America affiliate), not an independent RIA” — forbes_shook
- Fee model — gap: not_public
Positioning & marketing
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- Press awards — — (high)
- “Forbes 2026 America's Top Wealth Advisors, Rank 58” — forbes_shook
Visual brand
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