Steven Gillan

Best-in-State · rank 80 · 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 business of Bank of America” — firm_official
Firm type — wirehouse (high)
- “Merrill Wealth Management is part of Bank of America and operates as a full-service wirehouse brokerage” — firm_official
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Team AUM ($M) — 607 (high)
- “Team Assets (Custodied): $607M” — forbes_shook
Account minimum ($M) — 0.25 (high)
- “Minimum account size for new business: $250K” — forbes_shook
Typical client net worth ($M) — gap: unclear_definition
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Custodians — not_applicable (high)
- “As a wirehouse advisor at Merrill Wealth Management (Bank of America), Steven Gillan's custodial arrangements are handled at the firm level, not independently” — firm_official
Fee model — fee_plus_commission (medium)
- “Merrill Wealth Management advisors offer wealth management services with asset-based fees and transaction-based commissions typical of wirehouses” — firm_official

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Content marketing — none (low)
- “No independent content marketing under Steven Gillan's name found; may use Merrill Wealth Management corporate content” — firm_official
Has podcast — no (low)
- “No podcast hosted by Steven Gillan found in major podcast directories” — general_press
Books published — 0 (low)
- “No published books authored by Steven Gillan found in Amazon or major book databases” — general_press
Linkedin url — gap: not_found_after_search
Social presence — — (low)
- “No active social media presence (LinkedIn, Twitter, Instagram) for Steven Gillan verified; may use Merrill corporate channels” — general_press
Press awards — Forbes Top Wealth Advisors 2026 (rank #80) (high)
- “ranked #80 on Forbes Top Wealth Advisors 2026” — forbes_shook