Top Wealth + Best-in-State · rank 1 · Boston, Massachusetts · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (Mullin & Associates) (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage al” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "12/21/1982", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Team name — Mullin & Associates (high)
- “Mullin & Associates is a goals-based wealth management team dedicated to serving a select number of ultra high net worth families, business owners, family offices, foundations and endowments.” — firm_official
- Team size — 7 (medium)
- “Mullin & Associates - Financial Advisors in Boston, MA 02110 | Merrill” — firm_official
- CRD — 1085387 (high)
- “"individualId": 1085387, "firstName": "MARY", "middleName": "BRIGID", "lastName": "MULLIN"” — sec_finra_regulatory
- Years experience — 43 (high)
- “"daysInIndustryCalculatedDate": "12/20/1982"” — sec_finra_regulatory
- Designations — CFP, CIMA, CPWA, other:CPFA, other:CRPC, other:CSRIC, other:SE-AWMA (high)
- “CFP®, CIMA®, CPFA®, CPWA®, CRPC™, CSRIC®, SE-AWMA®” — firm_official
Book of business
- Team AUM ($M) — 1800 (high)
- “Team Assets (Custodied) $1.8B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum account size for new business $2M” — forbes_shook
- Typical client net worth ($M) — 19.25 (high)
- “Typical Net Worth of Relationships $3.5-35M” — forbes_shook
- Client niche — ultra-high-net-worth families, business owners, family offices, foundations and endowments; values-based/SRI portfolio integration (high)
- “Mullin & Associates serves wealthy families, foundations & endowments, focusing on incorporating clients values and beliefs into their portfolios.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ma/boston-pw-ctr/mullin (high)
- “” — firm_official
- Value proposition (verbatim) — Mullin & Associates is a goals-based wealth management team dedicated to serving a select number of ultra high net worth families, business owners, family offices, foundations and endowments. Using a comprehensive approach to planning and investment advice guidance, we provide customized strategies to help clients achieve their goals. Our holistic approach to wealth management is centered around our deeply held commitment to take the time to understand the values, needs, goals and concerns of clients. (high)
- “Mullin & Associates is a goals-based wealth management team dedicated to serving a select number of ultra high net worth families, business owners, family offices, foundations and endowments. Using a comprehensive approa” — firm_official
- Differentiators — goals-based wealth management for a deliberately limited client roster, serves a select number of UHNW families, business owners, family offices, foundations and endowments, incorporates client values and beliefs into portfolio construction (SRI/values-aligned), holistic planning beyond investments, integrating BofA trust, credit and banking, long-tenured principal with a broad credential stack (CFP, CIMA, CPWA, CPFA, CRPC, CSRIC, SE-AWMA) (high)
- “We strive to offer clients a breadth of strategies, premier customer service and financial tools based on their unique circumstances. No matter what your goals may be, we begin by defining and prioritizing your financial” — firm_official
- “Mullin & Associates is a goals-based wealth management team dedicated to serving a select number of ultra high net worth families, business owners, family offices, foundations and endowments.” — firm_official
- Content marketing — none (medium)
- “Beyond the page: How a successful writer pursues financial security” — firm_official
- Has podcast — no (medium)
- “On this page navigate to...” — firm_official
- Books published — 0 (medium)
- “She successfully completed the Merrill Financial Advisor's Leadership Program at The Wharton School of Business and participated in an executive symposium at the Harvard University Extension School.” — social_or_third_party_db
- Linkedin url — https://www.linkedin.com/in/marymullin/ (high)
- “Mary Mullin, CFP®, CIMA®, CPWA®, CPFA®, CRPC™ - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Mary Mullin, CFP®, CIMA®, CPWA®, CPFA®, CRPC™ - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Barron's "Hall of Fame", 2019, Barron's "Top 100 Women Financial Advisors", 2009-2025, Barron's "America's Top 1200 Financial Advisors State-by-State", 2017-2025, Financial Times "400 Top Financial Advisers", 2016-2020, Forbes "Best-in-State Wealth Management Teams", 2024 (Mullin & Associates) (high)
- “Barron's "Hall of Fame", 2019” — firm_official
- “Barron's "Top 100 Women Financial Advisors", 2009-2025” — firm_official
Visual brand
- Has distinct logo — no (high)
- “” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill template: navy and white with the Merrill bull, sans-serif type, full-bleed team and city photography (Boston skyline, group headshots). No team-specific palette or mark. (medium)
- “” — firm_official