Merrill Secures 126 Spots on Top 250 Wealth Teams, Plus 24 Institutional and 20 Financial Honors
BAC•Merrill had 126 advisors named to the Top 250 Private Wealth Management Teams, with an additional 24 recognized on the Top 100 Institutional Consulting Teams and 20 on the Top 100 Financial Advisors list. These rankings reflect team size, assets under management and client retention metrics as of December 2025.
1. Broad Recognition Across Three Wealth Advisor Lists
Merrill advisors captured a total of 170 slots across three elite 2026 advisor rankings, with 126 on the Top 250 Private Wealth Management Teams list, 24 on the Top 100 Institutional Consulting Teams list and 20 on the Top 100 Financial Advisors list, underscoring the firm’s depth in both private and institutional wealth management.
2. Ranking Methodology Highlights
Each list evaluated factors including assets under management, client satisfaction and retention rates, team composition and regulatory records, as well as revenue generated and professional credentials, based on data as of December 31, 2025, and minimum experience thresholds.
3. Business and Client Development Impact
Kenneth Correa, Head of Business and Client Development at Merrill, emphasized that these honors validate the firm’s advisor development initiatives and practice management support programs, positioning Merrill to leverage this recognition to attract new clients and reinforce institutional relationships.
