Merrill Advisor Match is here
It’s a digital tool so impressive,
you can’t help but find your match.
Investment minimum $250,000
Match with an advisor in 3 simple steps
Get ready to meet your match
Working with the right advisor makes all the difference. Our new Merrill Advisor Match tool allows you to choose an advisor based on your financial goals, communication style and more. Simply answer a few questions to discover a customized list of advisors tailored to you.
Investment minimum $250,000
92% of our surveyed clients rated their advisor a 9 or 101
With Merrill, your advisor is more than someone who provides guidance developing your financial plan and investment approach — that’s just the start. Their priority is listening to your needs and understanding what matters most to you and your family.
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One-on-one collaboration
You and your advisor will work together to customize your plans, goals, and strategies based on you and your family’s needs.
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Actionable insights
Armed with insights from our award-winning2 BofA Global Research and our Chief Investment Office, you’ll be prepared to navigate the ever-changing markets.
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Comprehensive solutions
Your advisor, together with the investment products from Merrill and banking solutions from Bank of America, can address all your financial needs today and any new ones that come along.
If you prefer, you can have an advisor contact you
With Merrill Lynch Wealth Management, you’ll work one-on-one with a dedicated advisor.
However, everyone’s investing needs are different.
Take a look at our other investing approaches.
Choice of advisor does not guarantee future success. Investing involves risk.
The Chief Investment Office (“CIO”) provides thought leadership on wealth management, investment strategy and global markets, portfolio management solutions, due diligence, and solutions oversight and data analytics.
1Bank 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 July 1 2022 – June 30 2023 with a total sample of 55,348 clients randomly drawn from the Merrill Lynch Wealth Management client base after eligibility (minimum $20k 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, 92% rated them a 9 or 10; 6% a 6-8 and 2% a 1-5.
2Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. 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. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor 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.
ThinkAdvisor Luminaries 2023 published on November 28, 2023, with rankings based on data as of April 18, 2023. Merrill Advisor Match was awarded ALM's ThinkAdvisor Luminaries award in the “Financial & Investment Innovation" category. The ThinkAdvisor Luminaries award honors firms that excel at financial and investment innovation by creating new financial products, services, or processes which meet advisor and investor client needs, while delivering efficiency and competitive advantages to industry players via new platforms and other tools. In evaluating entries, multiple factors were taken into consideration, including the nominee's impact on the firm, it's advisors and the broader professional community and industry, as well as on the landscape of clients, prospective clients, investors and would-be investors nationwide. Compensation was not received from anyone in exchange for rankings for the study. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S" or “Merrill") is a registered broker-dealer, registered investment advisor, Member SIPC and wholly owned subsidiary of BofA Corp. Meet all of the finalists and winners at ThinkAdvisor web site.
