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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, for the seventh year in a row, Merrill had the most advisors named to the 2023 Forbes “America’s Top Next-Generation Wealth Advisors” list.1 Published on August 8, 2023. Rankings based on data as of March 31, 2023. Learn why having the right financial advisor is key, and then start a conversation with one to see all the ways we can help.

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All our advisors are committed to putting your needs and priorities first. And we now have a more personalized way to choose an advisor who matches your personal preferences.


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1. 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 SHOOK is a registered trademark of SHOOK Research, LLC.


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