Best-in-State · rank 52 · Scottsdale, 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” — firm_official
- Firm type — wirehouse (high)
- “Merrill Lynch Wealth Management” — forbes_shook
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- CRD — gap: not_public
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Book of business
- Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied): $1B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 4.25 (high)
- “Typical Net Worth of Relationships: $2-6.5M” — forbes_shook
- Client niche — gap: unclear_definition
- Custodians — not_applicable (high)
- “Merrill Wealth Management (wirehouse affiliation)” — forbes_shook
- Fee model — gap: not_public
Positioning & marketing
- Website url — gap: not_found_after_search
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- Has podcast — gap: not_found_after_search
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- Press awards — Forbes Top Wealth Advisors 2026 (high)
- “Rank 52, 2026 Forbes America's Top Wealth Advisors” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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- Visual brand notes — gap: not_found_after_search