At Merrill, you’ll work one-on-one with a dedicated advisor to create a customized strategy, open the door to new opportunities and keep your needs front and center for every step of your financial journey.
What would you like the power to do?®
Our advisors are good listeners. And will put you first. Just tell us what matters most to you.
For over 200 years1, we’ve built a distinctive reputation for personalized guidance, transparency and client satisfaction. That’s why our advisors are among the most recognized in the industry. And with 12,000 advisors nationwide, we can help you find one in your area.
Link your MyMerrill investment and Bank of America banking accounts online to:
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Answer a couple of questions about yourself to see advisors who match your preferences.
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If you’re interested in building your own portfolio with a wide range of investment choices, Merrill Edge® Self Directed may work for you.
By planning ahead for life's big events, you can be better positioned to reach your financial goals.
Whether you are analyzing what your needs are or looking for a financial advisor to help manage your goals, Merrill can help.
Use this checklist to review progress with your advisor and identify steps you can take to help your plan work harder for you. Think of it as an annual financial tune-up.
1. Since Bank of America's beginnings in 1784 and the founding of Merrill in 1914.
2. Internal client metrics as of Aug 2025.
3. Bank of America employs Ipsos, the world’s third-largest market research company, in conjunction with Qualtrics to continuously measure Merrill Lynch Wealth Management client satisfaction via an online survey. Results quoted are from surveys conducted September 1, 2024 – August 31, 2025, with a total sample of 37,874 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $100,000 in household assets, advised relationships) and privacy exclusions (deceased, in litigation, bad email address, etc., and had they been included percentages may be different). When asked how satisfied the client was with their primary financial advisor, 95% rated them a 9 or 10; 4% a 6–8; and 1% a 1–5.
4. Annual Report 2024, Bank of America Corporation, 2025.
5.Certain banking and brokerage accounts may be ineligible for real-time money movement, including, but not limited to, transfers to/from bank IRAs (CD, Money Market), 529s, Bank of America Advantage SafeBalance Banking™, Credit Cards and transfers from IRAs, Loans (HELOC, LOC, Mortgage) and accounts held in the military bank. Accounts eligible for real-time transfers will be displayed online in the to/from drop-down menu on the transfer screen.
6. 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.
