Best-in-State · rank 113 · Montgomery, Alabama · 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 (Bank of America's wealth advisory unit)” — firm_official
- Firm type — wirehouse (high)
- “Merrill Lynch (Bank of America subsidiary) operates as a wirehouse providing wealth management services” — firm_official
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Book of business
- Team AUM ($M) — 588 (high)
- “Team Assets (Custodied): $588M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 5-500 (high)
- “Typical Net Worth of Relationships: $5-500M” — forbes_shook
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- Custodians — not_applicable (high)
- “Merrill Wealth Management operates as a wirehouse, not an independent RIA” — firm_official
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Positioning & marketing
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Visual brand
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