Merrill

Merrill is a leading U.S. wealth management, investment, and financial advisory firm headquartered in New York City and operating as a division of Bank of America. Formerly known as Merrill Lynch, Merrill manages over $3.6 trillion in client balances through brokerage, investment advisory, retirement planning, and risk management services for individuals, businesses, and institutions. The company provides a comprehensive suite of wealth solutions luding Merrill Lynch Wealth Management, Merrill Guided Investing, and Merrill Edge Self-Directed, supporting clients across all 50 states and in select international markets. Merrill employs more than 19,000 advisors, leverages advanced analytics, and maintains rigorous compliance with SEC, FINRA, ERISA, GDPR, and ISO 27001 standards. The firm partners extensively with third-party fintech, data, and research vendors, managing complex risk, privacy, and operational transparency in both its digital and in-person channels. Merrill has consistently ranked as a top global advisory provider, known for robust market intelligence, dedicated advisor support, and ongoing investments in cybersecurity and client data governance.​