Investing with a Merrill advisor
You’ll have a trusted confidant going above and beyond to help make your goals a reality. Together, you’ll navigate the ups and downs of your financial life.
Opportunity awaits you
Invest with your advisor and unlock new potential
Your financial journey is as unique as you are. That's why you should work with a financial advisor who sees and respects your individuality—a trusted confidant you can count on to go above and beyond to help make your goals a reality.
Your Merrill advisor will work closely with you to understand the complexities of your life, presenting various exclusive investment opportunities and helping you work toward the future you deserve.
Investing with you at the center
Whether you're aspiring to purchase your dream home, thinking of turning a passion into a business or hoping to build financial security for generations, your needs and goals always come first. Working closely with you, your advisor will build an investment strategy that reflects you, making adjustments as needed at every stage of your life.
• Always there when you need support
Your advisor is always just a phone call or an email away—ready to answer your questions, provide reassurance or pivot strategies in real time, as needed.
• Clarity at your fingertips
With access to cutting-edge tools and easy-to-understand reports, you'll always know where you stand in relation to your goals.
Building the investment portfolio that's right for you
When building your investment portfolio, your advisor can introduce you to unique solutions to help meet your needs.
This could include tax-efficient strategies, alternative investments,1 as well as Premium Access Strategies2 and Private Market Opportunities,3 designed to offer enhanced levels of customization.
Access to our comprehensive suite of investment solutions
From a wide range of investment solutions informed by world-class research from BofA Global Research and insights from the Chief Investment Office, you and your advisor are tapped into a whole breadth of products and services.
Risk management processes seek to mitigate, but cannot eliminate risk, nor do they imply low risk.
- Card LabelMerrill Lynch Investment Advisory Program
- Card LabelAlternative Investments
- Card LabelCapital Markets
- Card LabelRetirement planning and solutions
- Card LabelSustainable and Impact Investments
- Card LabelTraditional Investments
Legacy, experience and strength – on your side
When it comes to your investments, it never hurts to have the strength and resources of one of the most well-known and respected names in the industry on your side
Powerful support:
Our best thinking put to work for you
Whatever your goals or potential investment solutions you and your advisor choose, the Chief Investment Office (CIO) is here to help. This team of experienced professionals stays up to date with the market and works to ensure that every investment solution is vetted and monitored to meet our high standards.
Expertise you can rely on:
• 235 investment professionals6
• 67 Due Diligence team members6
• 20 average years of financial experience per professional6
Exclusive access to model portfolios, managed by the Chief Investment Office and some of the industry’s leading investment managers, which are informed by the CIO’s Strategic Asset Allocation guidance.
-
It's all about you
Your goals, values and preferences always come first, so we can create a strategy that reflects all your investment needs.
-
Your customized portfolio
We’ll explore new opportunities from a wide range of solutions to build and manage a portfolio that’s right for you.
-
The team by your side
Wherever your investment journey takes you, you’ll have all the power and reputation of our specialist behind you.
Let’s connect
If you already have an advisor, reach out today.
Merrill Advisor Match is a more personalized way to choose an advisor.
Loading...
Or if you prefer, we can have an advisor contact you.
Loading...
1. Alternative investments are for qualified investors only.
2. To be eligible, clients must have needs and goals that are best supported with a Premium Access Strategy and one of the following: be a member of a household with at least $5 million in combined assets at Merrill and Bank of America OR have more than $10 million in investable assets, including assets outside of Merrill and Bank of America. For clients where Bank of America, N.A. provides trust, fiduciary, and investment management services, the minimum is $20 million in combined assets at Merrill and Bank of America, N.A.
3. Private investments involve significant risks, including those associated with companies with a limited operating history, securities that do not have a liquid market, and investments that are difficult to value. They are only appropriate for investors with substantial knowledge and prior experience in making private investments, who are capable of independently evaluating the merits and risks of such investments, and who have the wherewithal to bear investment losses.
4. Extel formerly Institutional Investor Research, announced BofA Global Research as one of the Top Global Research Firms in 2024 based on surveys held throughout the year. Extel creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals. The 2024 Global Research Leaders ranking lists sell-side research providers by the combined total number of positions earned across Extel’s 2024 research team surveys. Results of each survey are published separately throughout the year, beginning in March 2024 with the Japan Research Team and concluding in December 2024 with the Global Fixed Income Research Team. Rankings for each poll are determined strictly by using numerical scores. Extel takes the number of votes awarded to each firm in a sector and weight it in relation to the size of the institution responding and rating it awarded. Firms are designated runners-up when their scores fall within 35 percent of the third-place scores. 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. Rankings and recognition from Extel 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.
5. Investment Solutions Group data as of July 2025
