Top Wealth + Best-in-State · rank 3 · Dallas, Texas · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Lynch Wealth Management (McBride & Associates) (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- “McBride & Associates Merrill Lynch Wealth Management 5910 North Central Expressway Suite 2000 Dallas TX 75206” — firm_official
- Parent company — Bank of America (high)
- “As an investor you can benefit from the investment insights of Merrill, along with access to trust and fiduciary services from Bank of America Private Bank and credit and lending solutions from Bank of America.” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "4/8/1992", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Team name — McBride & Associates (high)
- “McBride & Associates was formed as a wealth management team at Merrill Lynch Wealth Management in 1998 with a simple yet vital idea: clients must always come first.” — firm_official
- Team size — 17 (high)
- “Meet Our Team Tommy McBride , CAP®, CFP®, CIMA®, CPWA®, SE-AWMA™ Managing Director , Wealth Management Advisor” — firm_official
- CRD — 2216678 (high)
- “"individualId": 2216678, "firstName": "Thomas", "middleName": "J.", "lastName": "McBride", "otherNames": ["THOMAS J MCBRIDE", "THOMAS JAMES MCBRIDE", "Tommy McBride"]” — sec_finra_regulatory
- Years experience — 34 (high)
- “"daysInIndustryCalculatedDateIAPD": "4/7/1992"” — sec_finra_regulatory
- Designations — CFP, CIMA, CPWA, other:CAP, other:SE-AWMA (high)
- “Tommy McBride , CAP®, CFP®, CIMA®, CPWA®, SE-AWMA™ Managing Director , Wealth Management Advisor” — firm_official
Book of business
- Team AUM ($M) — 1700 (high)
- “"Team Assets (Custodied)":"$1.7B"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “"Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 15 (high)
- “"Typical Net Worth of Relationships":"$5-25M"” — forbes_shook
- Client niche — generalist (medium)
- “We work with you to simplify, steward, and care for every aspect of your finances.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/tx/dallas-tx-yd/mcbride (high)
- “McBride & Associates - Financial Advisors in Dallas, TX 75206 | Merrill” — firm_official
- Value proposition (verbatim) — McBride & Associates exists to help you visualize your financial goals so you can pursue your life's dreams. We work with you to simplify, steward, and care for every aspect of your finances. We build trust slowly, by consistently delivering services that cannot be commoditized. (high)
- “Mission Statement McBride & Associates exists to help you visualize your financial goals so you can pursue your life's dreams. We work with you to simplify, steward, and care for every aspect of your finances. We build t” — firm_official
- Differentiators — services that cannot be commoditized, trust built slowly over time, planning-based process centered on the investor, not the market, advisor as single point of contact to Bank of America specialists, clients must always come first (since 1998) (high)
- “We build trust slowly, by consistently delivering services that cannot be commoditized.” — firm_official
- “Merrill's strategic, planning-based process places you, the investor, at the center of attention, not the market.” — firm_official
- Content marketing — none (medium)
- “Insights Beyond the page: How a successful writer pursues financial security Four for the Quarter: Top questions investors are asking right now Stay ahead of student scams Inside the American wallet Emerging Trends in Cy” — firm_official
- Has podcast — no (medium)
- “Welcome Recognition About Us Meet Our Team Insights About Merrill” — firm_official
- Books published — 0 (low)
- “Tommy McBride Managing Director , Wealth Management Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/tommy-mcbride-cfp%C2%AE-cima%C2%AE-cpwa%C2%AE-cap%C2%AE-aa415487/ (medium)
- “Tommy McBride, CFP®, CIMA®, CPWA®, CAP® - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Tommy McBride, CFP®, CIMA®, CPWA®, CAP®'s Post” — social_or_third_party_db
- Press awards — Barron's Top 1,200 Financial Advisors, 2009-2025, Forbes Best-in-State Wealth Management Teams, 2023-2026, Forbes America's Top Wealth Management Teams Private Wealth, 2022-2025, D Magazine Best Financial Planners / Wealth Manager directory listing (high)
- “Barron's "Top 1,200 Financial Advisors", 2009-2025 (Published annually in March. Rankings based on data as of September 30 of prior year.)” — firm_official
- “McBride & Associates Forbes "America's Top Wealth Management Teams Private Wealth", 2022-2025 (Published annually in November. Rankings based on data as of March 31 of current year.) Forbes "Best-in-State Wealth Manageme” — firm_official
Visual brand
- Has distinct logo — no (high)
- “McBride & Associates Merrill Lynch Wealth Management 5910 North Central Expressway Suite 2000 Dallas TX 75206” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill advisor-site template: white ground, corporate grays and black, sans-serif type, stock lifestyle and market photography. No team-specific palette, mark, or typography. (high)
- “<img style="object-fit:cover;object-position:center;width:100%;aspect-ratio:1600 / 576" src="https://dyn.mktgcdn.com/p/qQf5Qs07OP_sEcDndEGBwhoAtKwSFrKGFPvCm722OCc/width=500,height=500"” — firm_official