Ad­vice for what mat­ters most, when you need it most

Con­grat­u­la­tions to all the Mer­rill ad­vi­sors on the Forbes 2020 “Amer­ica’s Top Wealth Ad­vi­sors” list. As your life evolves, Mer­rill can pro­vide ad­vice and guid­ance to help you stay on track to pur­sue your goals.


In­vest­ing in­volves risk in­clud­ing pos­si­ble loss of prin­ci­pal.

Source: The Forbes “Amer­ica’s Top Wealth Ad­vi­sors” list, Au­gust 25, 2020. Data pro­vided by SHOOKTM Re­search, LLC. Data as of March 31, 2020. The Forbes “Amer­ica’s Top Wealth Ad­vi­sors” rank­ing was de­vel­oped by SHOOK Re­search and is based on in-per­son and tele­phone due dili­gence meet­ings and a rank­ing al­go­rithm that in­cludes: client re­ten­tion, in­dus­try ex­pe­ri­ence, re­view of com­pli­ance records, firm nom­i­na­tions; and quan­ti­ta­tive cri­te­ria, in­clud­ing: as­sets un­der man­age­ment and rev­enue gen­er­ated for their firms. In­vest­ment per­for­mance is not a cri­te­rion be­cause client ob­jec­tives and risk tol­er­ances vary, and ad­vi­sors rarely have au­dited per­for­mance re­ports. Rankings are based on the opin­ions of SHOOK Re­search, LLC and not in­dica­tive of fu­ture per­for­mance or rep­re­sen­ta­tive of any one client’s ex­pe­ri­ence. Rankings and recog­ni­tion from Forbes are no guar­an­tee of fu­ture in­vest­ment suc­cess and do not en­sure that a cur­rent or prospec­tive client will ex­pe­ri­ence a higher level of per­for­mance re­sults, and such rankings should not be con­strued as an en­dorse­ment of the ad­vi­sor. Nei­ther Forbes nor SHOOK Re­search re­ceives com­pen­sa­tion in ex­change for place­ment on the rank­ing. Forbes is a trade­mark of Forbes Me­dia LLC. All rights re­served.

Mer­rill Lynch, Pierce, Fen­ner & Smith In­cor­po­rated (also re­ferred to as “MLPF&S” or “Mer­rill”) makes avail­able cer­tain in­vest­ment prod­ucts spon­sored, man­aged, dis­trib­uted or pro­vided by com­pa­nies that are af­fil­i­ates of Bank of Amer­ica Cor­po­ra­tion (“BofA Corp.”). MLPF&S is a reg­is­tered bro­ker-dealer, reg­is­tered in­vest­ment ad­viser, Mem­ber SIPC and a wholly owned sub­sidiary of BofA Corp.

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