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how-to work with an advisor

The start of a relationship built to last

At Merrill, our advisors are among the most recognized in the industry. In fact, Merrill has had the most advisors on Barron's “Top 1,200 Financial Advisors" 2021 list.1 Learn why having the right financial advisor is key, and then start a conversation with one to see all the ways we can help.

1. The Barron's “Top 1,200 Financial Advisors" list, March 12, 2021. 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.

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