William M. Lloyd

Best-in-State · rank 244 · San Jose, California · listed firm: Merrill Wealth Management

Logo asset (hotlink-protected, view at source): https://www.merrilledge.com/

Identity & firm

Firm — Merrill Wealth Management (high)
- “Merrill Wealth Management” — forbes_shook
Parent company — Bank of America (high)
- “Merrill Wealth Management is a Bank of America subsidiary” — firm_official
Firm type — wirehouse (high)
- “Merrill is a Bank of America wirehouse platform” — firm_official
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Team AUM ($M) — 655 (high)
- “Team Assets (Custodied): $655M” — forbes_shook
Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
Typical client net worth ($M) — 12.5 (high)
- “Typical Net Worth of Relationships: $5-20M” — forbes_shook
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Fee model — gap: not_public

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Press awards — Forbes Top Wealth Advisors 2026 (rank 244) (high)
- “rank: 244” — forbes_shook

Has distinct logo — no (medium)
- “As a Merrill Wealth Management advisor, William M. Lloyd operates under parent firm branding” — firm_official
Logo url — https://www.merrilledge.com/ (low)
- “Merrill Wealth Management corporate logo” — firm_official
Visual brand notes — Bank of America/Merrill corporate branding; black and red brand colors standard across wirehouse platform. (medium)
- “Merrill brand identity follows Bank of America visual standards” — firm_official