Best-in-State · rank 126 · Scottsdale, Arizona · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Firm: Merrill Wealth Management” — forbes_shook
- Parent company — Bank of America (medium)
- “Merrill Wealth Management is part of Bank of America Private Bank” — firm_official
- Firm type — wirehouse (high)
- “Merrill Wealth Management operates as a division of Bank of America, a major wirehouse” — forbes_shook
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Book of business
- Team AUM ($M) — 3300 (high)
- “Team Assets (Custodied): $3.3B” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 5.5 (high)
- “Typical Net Worth of Relationships: $1-10M” — forbes_shook
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- Custodians — not_applicable (high)
- “Merrill Wealth Management is a wirehouse division of Bank of America” — forbes_shook
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Positioning & marketing
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- Press awards — Forbes Top Wealth Advisors 2026 (high)
- “Ranked 126 on America's Top Wealth Advisors 2026” — forbes_shook
Visual brand
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