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More advisor accolades:
2023 Barron’s “Top 100 Private Wealth Management Teams" list
Published on April 14, 2023. Rankings based on data as of December 31, 2022.
Teams who continue to deliver for their clients. We're proud of the 14 teams with 34 total Private Wealth Advisors named to Barron's 2023 "Top 100 Private Wealth Management Teams" list.
2023 Barron’s “Top 100 Institutional Consulting Teams”
Published on April 14, 2023. Rankings based on data as of December 31, 2022.
Well done! 18 Merrill Advisor teams named to Barron's "Top 100 Institutional Consulting Teams" 2022 list.
2023 Forbes “America's Top Wealth Advisors” list
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
An impressive 51 Merrill advisors have been recognized on Forbes 2023 "America's Top Wealth Advisors" list.
2023 Forbes “America's Top Wealth Advisors Best-in-State" list
Published on April 4, 2023. Rankings based on data as of June 30, 2022.
Recognized more than any other firm, we are proud of the 1,820 advisors names to Forbes 2023 "America's Top Wealth Advisors Best-in-State" list.
2023 Barron's "Top 1,200 Financial Advisors" list
Publish date March 10, 2023. Rankings based on data as of September 30, 2022
Congratulations to the 273 Merrill advisors recognized by Barron's in their 2022 "Top 1,200 Financial Advisors" list.
2023 Financial Planning “Top 40 Brokers Under 40” list
Publish date – February 1, 2023. Rankings based on data as of September 30, 2022
Congratulations to the Merrill advisors recognized by Financial Planning in their 2022 "Top 40 Brokers under 40". Merrill had 18 advisors named to the list, (the most among our competitors.)
2023 Forbes “Top Women Wealth Advisors Best-in-State” list
Publish date – February 1, 2023. Rankings based on data as of September 30, 2022
Congratulations to the Merrill advisors recognized by Forbes in their 2022 "Top Women Wealth Advisors Best-in-State" list. Merrill had 384 advisors recognized, (the most among our competitors.)
2023 Forbes “America’s Top Women Wealth Advisors” list
Publish date – February 1, 2023. Rankings based on data as of September. 30, 2022
Congratulations to the Merrill Advisors recognized by Forbes in their 2022 "Top Women Wealth Advisors" list. Merrill had 24 advisors named to the list, (the most among our competitors.)
2023 Forbes "Best-In-State Wealth Management Teams" list
Published on January 12, 2023. Rankings based on data as of March 31, 2022.
Congratulations to the Merrill teams recognized by Forbes in their 2022 "Best-In-State Wealth Management Teams" list. Merrill had 1,032 teams named to the list, (the most among our competitors.)
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2023 Forbes "America's Top Wealth Management Teams High Net Worth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
2023 Forbes "America's Top Wealth Management Teams Private Wealth" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
2023 Forbes “America's Top Next-Generation Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
2023 Forbes “Top Next-Generation Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
2023 Barron’s “Top 100 Women Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents, among other data points. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.
2023 Barron’s “Top 100 Financial Advisors” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
2023 Barron’s “Top 100 Institutional Consulting Teams” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
2023 Barron’s “Top 100 Private Wealth Management Teams” list. Opinions are Barron’s who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, quality of practice, regulatory records, internal company documents and 100-plus points of advisor-provided data. Rankings do not reflect any client experience, endorse any advisor and are available for client evaluation only. Compensation was not received from any Advisors for the study. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
2023 Forbes “America’s Top Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
2023 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
The Barron's “Top 1,200 Financial Advisors" list, March 10, 2023. 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 are based on the opinions of Barron's and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. 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.
Data provided by Financial Planning. Financial Planning “Top 40 Brokers Under 40” list, February 2, 2023. The ranking for the “Top 40 Brokers Under 40” list is compiled using data solicited from the advisors’ employers. Nominees must be 39 or younger as of Dec. 31, 2022. Custody of assets must be with the nominee's firm of employment. Personal trailing 12-month production for the period from Oct. 1, 2021, to Sept. 30, 2022; Personal AUM as of Sept. 30, 2022, is also required. Financial Planning is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. 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 Financial Planning 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. Financial Planning is a trademark of Arizent. All rights reserved.
Data provided by SHOOK®Research, LLC. Forbes “America’s Top Women Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and 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 Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
Data provided by SHOOK®Research, LLC. Forbes “Top Women Wealth Advisors Best-in-State” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and 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 Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
Data provided by SHOOK®Research, LLC. Forbes “Best-in-State Wealth Management Teams” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, 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 Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. 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. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. Details available at SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.
