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About Merrill Lynch Professional Wealth Management Services

Your life and priorities

At Merrill Lynch Wealth Management, we believe that understanding what matters most to you is critical to a successful investing strategy. Through a dedicated one-on-one relationship between you and your Merrill Lynch Wealth Management Advisor, we are able to design a comprehensive strategy around you.

Your total financial picture

You'll have a more?complete view of your total financial picture with single login access between Bank of America banking and Merrill Lynch Wealth Management brokerage accounts.

A clear and more open way to work

We believe trust comes from transparency, which is why our advisors lay out everything you can expect from the beginning. So you’ll know what we’re doing, how you’re tracking toward your goals, and what you’re paying.

Power behind your goals

Drawing from award-winning1 research, your advisor will work with our investment professionals to provide you with strategies based on your unique needs.

BofA Global Research

BofA Global Research was named the Top Global Research Firm in 2019 by Institutional Investor magazine for the seventh time since the recognition began in 2011.1

Forbes Best-In-State Wealth Advisors

Forbes released their 2020 Best-In-State Wealth Advisors list, where Merrill had the most advisors on the list compared to competitors. We’re proud of our 1,015 advisors recognized and are especially thankful to all the clients who work with our advisors to help them pursue their financial goals.18

Barron's Top 100 Women Financial Advisors

In 2019, for the fourteenth year in a row, Merrill had the most advisors named to Barron's America's Top 100 Women Financial Advisors list. We are proud to acknowledge our 20 advisors recognized.2

Barron's Top 1,200 Financial Advisors

We are pleased to announce that Merrill has the most advisors on Barron's Top 1,200 Financial Advisors list for the eleventh consecutive year. We are proud of our 280 advisors for their accomplishments and for making the list.
—Barron’s, March 11, 20193


Financial Times' 2019 FT 400

We are pleased to have the opportunity to congratulate 68 Merrill advisors who made the Financial Times' 2019 FT 400 top advisor list.7

On Wall Street’s Top 40 Advisors Under 40

Congratulations to the Merrill advisors named to On Wall Street’s annual Top 40 Advisors Under 40 list. We’re pleased to share that, in 2019, Merrill had 13 advisors recognized.9

Forbes' America's Top Wealth Advisors

We congratulate our advisors for making the 2019 Forbes’ America’s Top Wealth Advisors list. This year, Merrill had 54 advisors recognized.10

Financial Times’ Top 401 Retirement Advisers

The Financial Times 2019 Top 401 Retirement Advisers list recognizes the top financial advisors who specialize in serving defined contribution retirement plans. Merrill has the most financial advisors overall for the third consecutive year with 43 advisors being recognized. 11

Working Mother Magazine’s Top Wealth Advisor Moms

Working Mother Magazine’s Top Wealth Advisor Moms list recognizes wealth advisors who are mothers with children living at home and under the age of 18. Congratulations to all of our advisors named to the 2019 list.12

Forbes' Top Next-Gen Wealth Advisors

In 2019, Forbes released their Top Next-Generation Wealth Advisors list, focused on younger advisors who are the "next-generation" of wealth advisors. Merrill had 86 advisors on the list, the most advisors recognized among our competitors.13

Barron's Top 100 Financial Advisors

Congratulations to our advisors who made the 2019 list as one of Barron's Top 100 Financial Advisors. We're proud of our advisors for achieving this honor.14

Barron's Top 50 Institutional Consultants

Congratulations to our 7 teams named to Barron's 2019 Top 50 Institutional Consultants list. We are proud of those recognized.15

Forbes’ Top Women Wealth Advisors

We congratulate our advisors for making Forbes’ Top Women Wealth Advisors 2019 list. This year, Merrill had the most advisors on the list, with 65 advisors recognized.16

Barron's Top 50 Private Wealth Advisory Teams

In 2019, Barron's released their first-ever ranking of wealth advisory teams. We are proud of our 12 teams recognized and appreciate all that they do for their clients.17

Forbes' Best-In-State Next-Generation Wealth Advisors

We are proud of our advisors named to Forbes first-ever "Best-In-State Next-Generation Wealth Advisors" list. In 2019 Merrill led the way with 418 advisors named to the list, the most advisors of any other firm.8

Largest number of financial advisors

who hold the Certified Investment Management AnalystSM (CIMA?) designation, October 20184

Most Innovative Investment Bank of the Year 2017

Bank of America Merrill Lynch has received top honors from The Banker magazine in its Investment Banking Awards, being named Most Innovative Investment Bank of the Year 2017
—The Banker magazine, September 7, 2017

Merrill Lynch Wealth Management’s financial statement

has been recognized eleven years in a row (2006-2017) with the “Seal of Excellence” from DALBAR, Inc.

Merrill’s brokerage statement

was ranked No. 1 in Corporate Insight’s Broker Monitor report for eleven consecutive years (2007-2017)

"An Outstanding Customer Service Experience" for Phone Support

Bank of America's Wealth Management Client Services center, serving Merrill Lynch Wealth Management clients, was certified for providing “An Outstanding Customer Service Experience” for Phone Support for the fifth straight year.5

Bank of America Merrill Lynch’s Advisory Program

Won for “Product Innovation—Sponsor Firms”
2017 Money Management Institution Barron’s Industry Awards6

Merrill Lynch Wealth Management’s retirement and brokerage statements

Merrill Lynch Wealth Management brokerage and retirement plan statements topped the list of those named to Dalbar’s “Trends and Best Practices in Investor Statements Report,”—DALBAR, March 27, 2018.

The Power of the Right Advisor?

Your dedicated Merrill Lynch Wealth Management Advisor team combines actionable planning and objective investment advice to help you achieve your goals while growing and preserving your wealth.

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Serving those who’ve served

We’re actively involved with the Wounded Warrior Project?, Welcome Back Veterans and other transitional and veteran

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Making a global impact

Bank of America is Committed to responsible growth in every aspect of our business. Read the latest Environment, Social and Governance Report.

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Women’s initiatives

Bank of America is dedicated to empowering women around the world, combining efforts with Vital Voices, the Tory Burch Foundation and the Cherie Blair Foundations, to name a few.

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Revitalizing our communities

We invest in and support organizations that help make our communities better places to live and work and provide necessary services to their residents in need.

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