Best-in-State · rank 240 · Oakland, California · 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 (subsidiary of Bank of America)” — firm_official
- Firm type — wirehouse (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD 149777) — registered broker-dealer and investment adviser” — sec_finra_regulatory
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Book of business
- Team AUM ($M) — 333 (high)
- “Team Assets (Custodied): $333M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 4.45 (medium)
- “Typical Net Worth of Relationships: $1.7-7.2M” — forbes_shook
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- Custodians — not_applicable (high)
- “Merrill Wealth Management (wirehouse; custody via Merrill Lynch/BofA)” — forbes_shook
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Positioning & marketing
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Visual brand
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