tools to get started
Let us help figure out what you need
Our advisors know that investing is as much about understanding yourself as it is about understanding your wealth. That could be why Merrill has the most advisors on Forbes “Best-in-State Wealth Advisors" 2021 list.1 The tools below can help you prioritize your goals, see what type of investor you could be and help plan for whatever comes next. And whenever you're ready, you can start a relationship with one of our advisors.
1. The Forbes “Best-in-State Wealth Advisors" list, February 11, 2021. Data provided by SHOOKTM Research, LLC. Data as of June 30, 2020. 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/qg4zAM
Get in touch:
X
You need to answer some questions first
Then we can provide you with relevant answers.
Get started