Best-in-State · rank 5 · Fairhope, 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 is a division of Bank of America” — firm_official
- Firm type — bank_brokerage (high)
- “Merrill Wealth Management” — forbes_shook
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Book of business
- 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) — 6.6 (high)
- “Typical Net Worth of Relationships: $2.2-11M” — forbes_shook
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- Custodians — not_applicable (high)
- “Merrill Wealth Management is a bank brokerage affiliate” — firm_official
- Fee model — gap: not_public
Positioning & marketing
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- Press awards — Forbes Top Wealth Advisors 2026 (rank 5, Alabama) (high)
- “rank: 5, year: 2026” — forbes_shook
Visual brand
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