Palmer Whiting

Best-in-State · rank 3 · Mobile, 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 (owned by Bank of America)” — firm_official
Firm type — wirehouse (high)
- “Merrill Wealth Management is a division of Bank of America Merrill Lynch, a wirehouse” — firm_official
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Team AUM ($M) — 1200 (high)
- “Team Assets (Custodied): $1.2B” — forbes_shook
Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
Typical client net worth ($M) — 3.75 (high)
- “Typical Net Worth of Relationships: $2.5-5M” — forbes_shook
Client niche — generalist (low)
- “Merrill Wealth Management serves high-net-worth individuals and families” — firm_official
Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse with in-house custody” — firm_official
Fee model — fee_plus_commission (medium)
- “Merrill Lynch advisors typically operate under a fee-plus-commission model” — firm_official

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Press awards — Forbes Top Wealth Advisors 2026 (Rank 3, Alabama) (high)
- “Ranked 3rd in Alabama on Forbes Top Wealth Advisors 2026” — forbes_shook