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Leading the way

Consistently recognized by top industry publications.

Congratulations to our advisors who have been recognized by some of the most prestigious industry publications and thank you to all of our advisors for demonstrating how we measure our success—by helping our clients pursue their goals. Through a dedicated one-on-one relationship, our advisors not only put their clients’ needs and priorities first, but at the center of everything they do for them each day.

Explore this year’s accolades and use the Find an Advisor Tool to connect with an advisor today.

Forbes' Top Next-Gen Wealth Advisors

This list is focused on younger advisors who are the "next-generation" of wealth advisors. In 2020, Merrill had 156 advisors on the list, the most advisors recognized among our competitors.
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Barron's Top 100 Women Financial Advisors

In 2020, for the fifteenth 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 18 advisors recognized.
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Forbes’ Top Women Wealth Advisors

We congratulate our advisors for making Forbes’ Top Women Wealth Advisors 2020 list. This year, Merrill had the most advisors on the list, with 240 advisors recognized.
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Barron's Top 50 Private Wealth Management Teams

We're pleased to announce that Merrill had the  most Private Wealth Management teams named to the 2020 list. We congratulate our 19 teams recognized and appreciate all that they do for their clients.
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Barron's Top 100 Financial Advisors

Congratulations to our advisors who made the 2020 list as one of Barron's Top 100 Financial Advisors. We're proud of our advisors for achieving this honor.
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Barron's Top 50 Institutional Consultants

Congratulations to our team named to Barron's Top 50 Institutional Consultants 2020 list. We are proud of those recognized.
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Financial Times' 2020 FT 400

We are pleased to have the opportunity to congratulate 70 Merrill advisors who made the Financial Times' 2020 FT 400 Top Advisor list. Merrill had the most advisors recognized.

Barron’s Top 1,200 Financial Advisors

We are pleased to announce that Merrill has the most advisors on Barron's 2020 Top 1,200 Financial Advisors list for the twelfth consecutive year. We are proud of our 284 advisors for their accomplishments and for making the list.
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On Wall Street’s “Top 40 Advisors Under 40”

We’re pleased to share that, in 2020, Merrill had the most advisors named to On Wall Street’s annual Top 40 Advisors Under 40 list, with 17 advisors being recognized. This list highlights top advisors under age 40 from various firms.
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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.
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Financial Times’ Top 401 Retirement Advisers

Financial Times' Top 401 Retirement Advisers0

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.

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.
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Forbes' America's Top Wealth Advisors

We congratulate our advisors for making the 2019 Forbes’ Top Wealth Advisors list. This year, Merrill had 54 advisors recognized.
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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.
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The Forbes “Top Next-Generation Wealth Advisors” list, July 22, 2020. Data provided by SHOOKTM Research, LLC. Data as of March 31, 2020. SHOOK considered advisors born in 1981 or later with a minimum of 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. The ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: 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. For more information:  http://details-he.re/oRxT00

The Barron’s “Top 100 Women Financial Advisors” list, June 5, 2020. The Barron’s “Top 100 Women Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. 

Source: The Forbes "America’s Top Women Wealth Advisors" list, April 21, 2020. Data provided by SHOOKTM Research, LLC. Data as of September 30, 2019. The Forbes "America’s Top Women Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. For more information: details-he.re/V5tDPQ.

Source: The Barron’s “Top 50 Private Wealth Management Teams” list, April 17, 2020. The Barron’s “Top 50 Private Wealth Management Teams” list is the first-ever ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The Barron’s “Top 50 Private Wealth Management Teams” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Source: The Barron’s “Top 100 Financial Advisors” list, April 17, 2020. The Barron’s “Top 100 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Source: The Barron’s “Top 50 Institutional Consulting Teams” list, April 17, 2020. The Barron’s “Top 50 Institutional Consulting Teams” ranking evaluated advisors on a range of criteria, including institutional investment assets overseen by the advisor and his/her team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishment represented on the team. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron’s 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. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Source: The Financial Times “400 Top Financial Advisers” (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times, April 16, 2020. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times 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. All rights reserved. For more information: http://details-he.re/fTgbvQ

Source: The Barron’s “Top 1,200 Financial Advisors” list, March 13, 2020. The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s 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. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

Source: The On Wall Street’s “Top 40 Advisors Under 40” list, January 2020. The ranking for the “Top 40 Advisors Under 40” list is compiled using data solicited from the advisors’ employers. Advisors considered must be under 40 years old and work at an employee brokerage firm. Individual trailing 12- month production for each advisor was the primary ranking criteria. On Wall Street is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Rankings and recognition from On Wall Street 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. On Wall Street is a trademark of SourceMedia. All rights reserved. For more information: http://details-he.re/o4tv1C

The Forbes “Best-in-State Wealth Advisors” list, January 16, 2020. Data provided by SHOOKTM Research, LLC. Data as of June 30, 2019. The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of 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. For more information: http://details-he.re/cQUujC

Source: The Financial Times “401 Top Retirement Advisers” list is an independent listing produced annually by the Financial Times, October 10, 2019. The FT 401 is based on data gathered from advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the adviser’s future performance. Neither the advisers nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. All rights reserved. For more information, visit http://details-he.re/2IOdb0. Rankings and recognition from the Financial Times 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 adviser.

Source: Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, October 3, 2019. Data provided by SHOOK™ Research, LLC. Data as of 3/31/19. SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as 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. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. For more information see http://details-he.re/vD5zo4. All rights reserved. Rankings and recognition from Working Mother/SHOOK Research 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.

Source: Forbes Magazine (September, 2019). Data provided by SHOOKTM Research, LLC. Data as of 6/30/19. The Forbes ranking of "America's Top Wealth Advisors," developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome. 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 receive a fee in exchange for rankings. All rights reserved. For more information, visit http://details-he.re/7mnoMA

Source: Forbes "Best-in-State Next-Generation Wealth Advisors" list, September 4, 2019. Forbes "Best-in-State Next-Generation Wealth Advisors" list was developed by SHOOK Research. Advisors considered for this ranking were born in 1980 or later with a minimum 4 years relevant experience; advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criteria 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 representative nor indicative of any one client's experience, future performance, or investment outcome. 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. 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. For more information, visit http://details-he.re/8ny9H7

 

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