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Awards & Recognition

Congratulations to our advisors that have been recognized by some of the most prestigious industry publications. We thank them for demonstrating how we measure our success—by helping our clients achieve their goals. Through the dedicated one-on-one relationships these advisors have built with their clients, they 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’ America’s Top 250 Wealth Advisors

We congratulate our advisors for making the 2017 Forbes’ America’s Top 250 Wealth Advisors list. Merrill Lynch holds the No.1 position with 54 total advisors recognized. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations.
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Financial Times' Top 401 Retirement Plan Advisers

The Financial Times 2017 Top 401 Retirement Advisers recognizes the top financial advisors who specialize in serving defined contribution retirement plans. Merrill Lynch has ranked #1 overall for 2017 with 55 advisors being recognized.
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Working Mother and SHOOK Research's 2017 Top Wealth Adviser Moms

In September, 2017, Working Mother has named its first-ever Working Mother’s Top Wealth Adviser Moms, honoring women who are thriving in the competitive world of financial investment.
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Forbes' America's Top Next-Generation Wealth Advisors

2017 Forbes' America's Top Next-Generation Wealth Advisors list is a new advisor ranking list and focused on younger advisors who are the “next-generation” of wealth advisors. Merrill Lynch had 119 advisors on the list, the most amount of advisors among our competitors.
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Barron’s America’s Top 100 Women Financial Advisors

Coming in the #1 spot for the twelfth year in a row, with 19 of our advisors making the Barron’s 2017 America’s Top 100 Women Financial Advisors list, we are proud to acknowledge them below.
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Source: Forbes "America's Top 250 Wealth Advisors" list, September 2017. For more information about the selection criteria, go to http://details-he.re/Kp7gMH. Forbes is a trademark of Forbes Media LLC. All rights reserved.

Source: The Financial Times "Top 401 Retirement Plan Advisers" list, is an independent listing produced by the Financial Times (September, 2017). For more information about the selection criteria, go to http://details-he.re/HbLa7F.

Source: Working Mother/SHOOK Research's "Top Wealth Adviser Moms" list, September/October 2017. For more information about the selection criteria, go to http://details-he.re/4JoTZ9 SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved.

Source: Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list, July 2017. For more information about the selection criteria, go to http://details-he.re/3oaPnX. Forbes is a trademark of Forbes Media LLC. All rights reserved.

Source: Barron's "America's Top 100 Women Financial Advisors" list, June 5, 2017. For more information about the selection criteria, go to Barron's Top Financial Advisors page. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

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