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Merrill Advisor Match is here


The new Merrill Advisor Match. It’s a digital tool so impressive,
you can’t help but find your match.

We’ve made it easier to find an advisor



Step 1
Answer a few questions to tell us about yourself.



Step 2
Review your matches.



Step 3
Connect with an advisor of your choice.

Get ready to meet your match

Working with the right advisor makes all the difference. Our new Merrill Advisor Match tool allows you to choose an advisor based on your financial goals, communication style and more. Simply answer a few questions to discover a customized list of advisors tailored to you.

93% of our surveyed clients rated their advisor a 9 or 101


With Merrill, your advisor is more than someone who provides guidance developing your financial plan and investment approach — that’s just the start. Their priority is listening to your needs and understanding what matters most to you and your family.


If you prefer, you can have an advisor contact you 

With Merrill Lynch Wealth Management, you’ll work one-on-one with a dedicated advisor.
However, everyone’s investing needs are different.


Take a look at our other investing approaches.

Choice of advisor does not guarantee future success. Investing involves risk.


1Bank of America employs Ipsos, the world’s third largest market research company, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted September 1 2021 – August 31 2022 with a total sample of 59,625 clients randomly drawn from the Merrill Lynch Wealth Management client base aſter eligibility (minimum $20k in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 93% rated them a 9 or 10; 5% a 6-8 and 2% a 1-5.


2Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2021 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. For more information, visit Institutional Investor. Rankings and recognition from Institutional Investor 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.



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