Best-in-State · rank 93 · Phoenix, 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 a division of Bank of America Merrill Lynch” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management, a wirehouse-affiliated wealth management division” — firm_official
- 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) — 675 (high)
- “Team Assets (Custodied): $675M” — forbes_shook
- Account minimum ($M) — 0.35 (high)
- “Minimum account size for new business: $350K” — forbes_shook
- Typical client net worth ($M) — 18.5 (high)
- “Typical Net Worth of Relationships: $1-35M” — forbes_shook
- Client niche — generalist (medium)
- “Team Assets (Custodied): $675M across typical client net worth $1-35M” — forbes_shook
- Custodians — not_applicable (high)
- “Merrill Wealth Management is affiliated with Bank of America Merrill Lynch wirehouse” — firm_official
- Fee model — gap: not_public
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 — — (high)
- “Ranked 93 on 2026 Forbes America's Top Wealth Advisors” — forbes_shook
Visual brand
- Has distinct logo — no (medium)
- “Merrill Wealth Management uses parent Bank of America Merrill Lynch corporate branding” — firm_official
- Logo url — https://merrillaem.fs.ml.com/content/dam/merrill/global/Merrill_newLogo__1x.png (high)
- “Merrill corporate logo asset” — firm_official
- Visual brand notes — Merrill corporate identity: blue and red palette, clean sans-serif typography, professional wealth-management aesthetic (medium)
- “Merrill branding reflects Bank of America parent corporation standards” — firm_official
