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For Ninth Year Running, Merrill Lynch Is First on Barron’s 2017 "America's Top 1,200 Advisors: State-by-State" List

Monday, March 13, 2017 9:00 am EDT

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New York City
"As we enter a new bull market for wealth management advice, we are delighted and proud to see the leadership and excellence of our advisors being recognized by Barron’s"

Merrill Lynch Wealth Management today announced that 305 of its financial advisors were named top advisors in their states on Barron’s 2017 “America’s Top 1,200 Advisors: State-by-State” list, the ninth consecutive year that Merrill Lynch has had the most advisors on the list.

“As we enter a new bull market for wealth management advice, we are delighted and proud to see the leadership and excellence of our advisors being recognized by Barron’s,” said Andy Sieg, head of Merrill Lynch Wealth Management. “These advisors are focused on the life goals and priorities of their clients, and achieved this recognition by delivering a high-quality experience, deep insights and excellent service.”

Advisors considered for the "America's Top 1,200 Advisors: State-by-State" ranking have 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.


Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Merrill Lynch Global Wealth Management
Merrill Lynch Global Wealth Management is a leading provider of comprehensive wealth management and investment services for individuals and businesses globally. With 14,629 financial advisors and $2.1 trillion in client balances as of December 31, 2016, it is among the largest businesses of its kind in the world. Merrill Lynch Global Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment, cash and credit management. Merrill Lynch Global Wealth Management is part of Bank of America Corporation.

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