Best-in-State · rank 78 · Phoenix, 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 subsidiary of Bank of America” — firm_official
- Firm type — bank_brokerage (high)
- “Merrill Wealth Management is part of Bank of America” — forbes_shook
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Book of business
- Team AUM ($M) — 433 (high)
- “Team Assets (Custodied): $433M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 20 (high)
- “Typical Net Worth of Relationships: $1-40M” — forbes_shook
- Client niche — generalist (medium)
- “Typical size of Household accounts: $1-2M; Typical Net Worth of Relationships: $1-40M” — forbes_shook
- Custodians — not_applicable (high)
- “Merrill Wealth Management operates as a bank_brokerage under Bank of America” — firm_official
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Positioning & marketing
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- Press awards — Forbes America's Top Wealth Advisors 2026 (#78) (high)
- “rank: 78, year: 2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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