Awards & Recognition

Advisors who are leading the way

Many of our advisors are recognized by the industry’s top publications.

 

What makes working with Merrill special? Our advisors. We believe their commitment to serving our clients is what sets us apart. Congratulations to all those whose hard work has been recognized by some of the most prestigious industry publications.

Thank you to all of our advisors for putting our clients’ needs and priorities at the center of everything you do.

Ready to start a conversation? Answer a few quick questions here and we’ll have a financial advisor contact you.

 

Explore our latest awards

More advisor accolades:

Barron's "Top 1,200 Financial Advisors"

We are pleased to announce that Merrill has the most advisors on Barron's 2021 "Top 1,200 Financial Advisors" list for the thirteenth consecutive year. We’re proud of our 213 advisors recognized.

Forbes "America's Top Women Wealth Advisors"

We congratulate our advisors for making the Forbes "America's Top Women Wealth Advisors" 2021 list. This year, Merrill had 224 advisors recognized.

Forbes' "Best-In-State Wealth Advisors"

Merrill had the most advisors recognized on the Forbes’ 2021 "Best-In-State Wealth Advisors" list compared to our competitors. We’re proud of our 1,319 advisors recognized.

Financial Planning "Top 40 Advisors Under 40"

We’re pleased to share that, in 2021, Merrill had the most advisors named to Financial Planning's annual “Top 40 Advisors Under 40” list, with 19 advisors being recognized. This list highlights top advisors under age 40 from various firms.

Financial Times’ 401 Top Retirement Advisers

The Financial Times’ 2020 “401 Top Retirement Advisers” list recognizes the top financial advisors who focus on serving defined contribution retirement plans. Merrill has the most financial advisors named to the list overall for the fourth consecutive year with 45 advisors being recognized.

Working Mother Magazine’s Top Wealth Advisor Moms

Working Mother Magazine’s “Top Wealth Advisor Moms” list recognizes wealth advisors who are mothers with children living at home and under the age of 21. Congratulations to all of our advisors named to the 2020 list.

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The Forbes “Top Next-Generation Wealth Advisors” list, September 21, 2021. Data provided by SHOOK® Research, LLC. Data as of 3/31/21. SHOOK considered advisors born in 1982 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. For more information: http://details-he.re/qm2J7M

The Forbes “America’s Top Wealth Advisors” list, August 24, 2021. Data provided by SHOOK®Research, LLC. Data as of 3/31/21. America’s Top Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.  SHOOK is a registered trademark of SHOOK Research, LLC. All rights reserved. For more information: http://details-he.re/4ZzeSL

The Barron’s “Top 100 Women Financial Advisors” list, June 18, 2021. The Barron’s “Top 100 Women 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. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. 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.

The Barron’s “Top 100 Private Wealth Management Teams” list, April 16, 2021. The Barron’s “Top 100 Private Wealth Management Teams” list is a ranking of wealth management teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The Barron’s “Top 100 Private Wealth Management Teams” 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. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. 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.

The Barron’s “Top 100 Financial Advisors” list, April 16, 2021. The Barron’s “Top 100 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. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. 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.

The Barron’s “Top 100 Institutional Consulting Teams” list, April 16, 2021. The Barron’s “Top 100 Institutional Consulting Teams” ranking evaluated advisors on a range of criteria, including institutional investment assets overseen by the advisor and his/her team, the revenue generated by those assets, the number of clients served, and the number of team members and their regulatory records. Also considered were the advanced professional designations and accomplishment represented on the team. Barron’s does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. 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.

The Forbes “America’s Top Women Wealth Advisors” list, March 24, 2021. Data provided by SHOOKTM Research, LLC. Data as of September 30, 2020. The Forbes “America’s Top Women Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes 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. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. For more information: http://details-he.re/NtSDE5

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.

The Forbes “Best-in-State Wealth Advisors” list, February 11, 2021. Data provided by SHOOKTM Research, LLC. Data as of June 30, 2020. The Forbes “Best-in-State Wealth Advisors” ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Forbes 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. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Forbes is a trademark of Forbes Media LLC. All rights reserved. For more information: http://details-he.re/qg4zAM

Financial Planning’s “Top 40 Advisors Under 40” list, January 25, 2021. The ranking for the “Top 40 Advisors Under 40” list is compiled using data solicited from the advisors’ employers. Advisors considered must be under 40 years old and work at an employee brokerage firm. Individual trailing 12- month production for each advisor was the primary ranking criteria. Financial Planning is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Rankings and recognition from Financial Planning 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. Financial Planning is a trademark of Arizent. All rights reserved. For more information: http://details-he.re/ifjWk7

The Financial Times “401 Top Retirement Advisers” list is an independent listing produced annually by the Financial Times, October 22, 2020. The FT 401 is based on data gathered from advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the adviser’s future performance. Rankings and recognition from the Financial Times 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 adviser. Neither the advisers nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. All rights reserved. For more information: http://details-he.re/tKi36V

The Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, October 20, 2020. Data provided by SHOOKTM Research, LLC. Data as of March 31, 2020. SHOOK Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Rankings and recognition from Working Mother/SHOOK Research 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. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved. For more information: http://details-he.re/c1EuD0

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