Best-in-State · rank 13 · Tucson, 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, a subsidiary of Bank of America” — firm_official
- Firm type — wirehouse (high)
- “Bank of America subsidiary providing wealth management services” — forbes_shook
- Team name — gap: not_found_after_search
- Team size — gap: not_found_after_search
- CRD — gap: not_public
- Years experience — gap: not_found_after_search
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Book of business
- Team AUM ($M) — 1800 (high)
- “Team Assets (Custodied): $1.8B” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “Minimum account size for new business: $2.5M” — forbes_shook
- Typical client net worth ($M) — 52.5 (medium)
- “Typical Net Worth of Relationships: $5-100M” — forbes_shook
- Client niche — gap: unclear_definition
- Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse (Bank of America subsidiary), not an independent RIA” — firm_official
- Fee model — fee_plus_commission (medium)
- “Merrill Wealth Management, as a wirehouse subsidiary, typically operates on a fee-plus-commission model” — professional_press
Positioning & marketing
- Website url — gap: not_found_after_search
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — gap: not_public
- Social presence — gap: not_found_after_search
- Press awards — Forbes Top Wealth Advisors 2026, Rank #13 (Arizona) (high)
- “Rank 13, Year 2026, Forbes Top Wealth Advisors” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search