Best-in-State · rank 14 · Juneau, Alaska · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “Registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated” — firm_official
- Parent company — Bank of America (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated is a subsidiary of Bank of America” — firm_official
- Firm type — wirehouse (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and subsidiary of Bank of America Corporation” — sec_finra_regulatory
- Team name — Anderson Heidersdorf Kohan Group (high)
- “Anderson Heidersdorf Kohan Group” — firm_official
- Team size — 3 (high)
- “Three lead advisors: Dale Anderson, Harold Heidersdorf, and Zachary Kohan” — firm_official
- CRD — 5618384 (high)
- “CRD Number: 5618384” — sec_finra_regulatory
- Years experience — 17 (high)
- “Registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 08/18/2011” — sec_finra_regulatory
- Designations — CPFA, PIA, RBC (high)
- “Professional Designations: CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC)” — firm_official
Book of business
- Team AUM ($M) — 552 (high)
- “Team Assets (Custodied): $552M” — forbes_shook
- Account minimum ($M) — 1.0 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 3.75 (high)
- “Typical Net Worth of Relationships: $2.5-5M” — forbes_shook
- Client niche — business owners and families (high)
- “Lifelong Alaskans who strive to give back to their community by helping business owners, individuals and families in Alaska make the most of their financial opportunities.” — firm_official
- Custodians — not_applicable (high)
- “Merrill Lynch, Pierce, Fenner & Smith Incorporated is a wirehouse broker-dealer; custody is internal to the firm” — sec_finra_regulatory
- Fee model — aum_fee (medium)
- “Fee structure: approximately 1.00-1.10% AUM depending on assets under management” — firm_official
Positioning & marketing
- Website url — https://fa.ml.com/alaska/juneau/ahkgroup/ (high)
- “Anderson Heidersdorf Kohan Group” — firm_official
- Value proposition (verbatim) — Lifelong Alaskans who strive to give back to their community by helping business owners, individuals and families in Alaska make the most of their financial opportunities. (high)
- “Lifelong Alaskans who strive to give back to their community by helping business owners, individuals and families in Alaska make the most of their financial opportunities.” — firm_official
- Differentiators — Alaska-native team with deep community roots, Focus on business owners and family wealth, Integration with Bank of America lending and banking services, Personalized approach to high-net-worth planning (medium)
- “Lifelong Alaskans who strive to give back to their community by helping business owners, individuals and families” — firm_official
- Content marketing — none (medium)
- “No blog, newsletter, podcast, or published market commentary identified” — firm_official
- Has podcast — no (high)
- “No podcast hosted by Zach Kohan or the Anderson Heidersdorf Kohan Group” — firm_official
- Books published — 0 (high)
- “No books published by Zach Kohan identified” — firm_official
- Linkedin url — https://www.linkedin.com/in/zach-kohan-75a42a9b (high)
- “LinkedIn profile for Zach Kohan” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “LinkedIn profile exists; no evidence of team-controlled Twitter, Instagram, Facebook, YouTube, or TikTok accounts” — social_or_third_party_db
- Press awards — Forbes America's Top Wealth Advisors 2026 (#14 nationally), Barron's Top 1,500 Financial Advisors 2026, Forbes Best-in-State Wealth Advisors, Alaska (#21 2025-2026), Forbes Top Next-Gen Advisors Best-in-State, Alaska (#4 2024) (high)
- “rank: 14, year: 2026” — forbes_shook
- “341 Merrill advisors recognized on the 2026 Barron's Top 1,500 Financial Advisors” — professional_press
Visual brand
- Has distinct logo — no (high)
- “Anderson Heidersdorf Kohan Group uses standard Merrill Wealth Management corporate branding without independent team logo” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Uses Bank of America/Merrill corporate branding; navy and gold color scheme with modern sans-serif typography; no distinct team visual identity. (high)
- “Standard Merrill Wealth Management corporate logo and color scheme visible on team website” — firm_official