Company Announcements

Barron's Names 126 Merrill Advisors to "Top 250 Private Wealth Management Teams," 24 to "Top 100 Institutional Consulting Teams" and 20 to "Top 100 Financial Advisors"

Key points

• 126 Merrill advisors recognized on the 2026 Barron's Top 250 Private Wealth Management Teams list
• 24 Merrill institutional consultants recognized on the 2026 Barron's Top 100 Institutional Consulting Teams list
• 20 Merrill advisors recognized on the 2026 Barron's Top 100 Financial Advisors list

NEW YORK , June 4, 2026 /PRNewswire/ -- Barron's recognized Merrill advisors across three of its annual wealth advisor rankings (published May 8, 2026, based on data as of December 31, 2025). The "Top 250 Private Wealth Management Teams" list recognized 126 Merrill advisors. The "Top 100 Financial Advisors" list recognized 20 Merrill Advisors. The "Top 100 Institutional Consulting Teams" list recognized 24 Merrill financial advisors.

"We're proud to see our advisors and teams once again recognized across three of Barron's highly respected rankings," said Kenneth Correa, Head of Business and Client Development at Merrill. "These lists reflect experience and the strength of their practices. Congratulations to all those honored."

About Barron's 2026 Top 250 Private Wealth Management Teams
2026 Barron's "Top 250 Private Wealth Management Teams" list¹. Rankings are based on the opinions of Barron's, which include rankings that specialize in serving individuals and families. Rankings include team size and shape, regulatory records and credentials of their members and resources available to them. Rankings include a minimum of seven years financial services experience and currently at their firm one year minimum. Qualitative and quantitative calculations include client assets, return on assets, client satisfaction/retention, compliance history and community involvement, plus other considerations. Barron's does not receive compensation from anyone for rankings and are not considered a guarantee of any future investment success and should not be considered an endorsement. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. 

For the full list and methodology, visit: 2026 Barron's Top 250 Private Wealth Management Teams.

About Barron's 2026 Top 100 Institutional Consulting Teams
2026 Barron's "Top 100 Institutional Consulting Teams" list². Rankings are based on the opinions of Barron's who 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 accomplishments represented on the team. Rankings do not reflect any one client's experience, guarantee of future performance or investment success, investment outcome and does not represent an endorsement of the advisors. Compensation to Barron's was not received from anyone in exchange for rankings for the study. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. 

For the full list and methodology, visit: 2026 Barron's Top 100 Institutional Consulting Teams.

About Barron's 2026 Top 100 Financial Advisors
2026 Barron's "Top 100 Financial Advisors" list³. Opinions are from Barron's, who evaluated advisors with a minimum of seven years of financial services experience and employed at their current firm for at least one year. Other quantitative and qualitative measures include assets under management, client satisfaction/retention, regulatory records, internal company documents and community involvement of advisor-provided data. Rankings do not reflect any one client's experience, future performance or outcome, endorse any advisor. Compensation was not received from anyone in exchange for rankings for the study. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

For the full list and methodology, visit: 2026 Barron's Top 100 Financial Advisors.

Frequently asked questions

Question: What are the Barron's "Top 100 Financial Advisors," "Top 250 Private Wealth Management Teams," and "Top 100 Institutional Consulting Teams" lists?
Answer: Barron's publishes multiple individual advisor rankings and team/firm rankings each year, aiming to shine a spotlight on the nation's best wealth advisors and practices serving clients across the country.

Question: What other lists have Merrill advisors appeared on this year?
Answer: Merrill advisors have appeared on the following lists so far in 2026:

• 24 advisors and 14 teams on the 2026 Barron's "Top 100 Institutional Consulting Teams" (Ranking published on May 18, 2026, based on data as of December 31, 2025)¹
• 126 advisors and 50 teams on the 2026 Barron's "Top 250 Private Wealth Management Teams" (Ranking published on May 18, 2026, based on data as of December 31, 2025)²
• 20 advisors on the 2026 Barron's "Top 100 Financial Advisors" (Ranking published on May 18, 2026, based on data as of December 31, 2025)³
• 341 advisors on the 2026 Barron's "Top 1,500 Financial Advisors" (Ranking published on March 20, 2026, based on data as of September 30, 2025)⁴
• 24 advisors on the 2026 Financial Planning "Top 40 Brokers Under 40" (Rankings published February 10, 2026, based on data as of September 30, 2025)⁵
• 23 advisors on the 2026 Forbes "America's Top Women Wealth Advisors" (Rankings published February 4, 2026, based on data as of June 30, 2025)⁶
• 539 advisors on the 2026 Forbes "Top Women Wealth Advisors Best-in-State" (Rankings published February 4, 2026, based on data as of June 30, 2025)⁷
• 4,837 advisors and 1,844 teams on the 2026 Forbes "Best-in-State Wealth Management Teams" (Rankings published January 7, 2026, based on data as of March 31, 2025)⁸

Question: How does Merrill support the continued development of its advisors?
Answer: Merrill has a long-standing commitment to developing advisors at every stage of their careers through its Advisor Development Program, which builds strong foundational skills while preparing advisors to serve increasingly complex client needs. Building on that foundation, Merrill's "Level Up Your Practice" program extends that commitment to experienced advisors, pairing them with top-performing peers across four length-of-service cohorts to provide tailored training, peer coaching and practice management support designed to take advisors from great to elite.

Bank of America

Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving nearly 70 million clients with approximately 3,500 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 59 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. As the #1 small business lender in the United States (FDIC), Bank of America offers industry leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

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Reporters may contact
Julia Ehrenfeld, Bank of America
Phone: 1.646.855.3267
julia.ehrenfeld@bofa.com

Important disclosures

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

This material does not take into account a client's particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. For more information about these services and their differences, speak with your Merrill financial advisor.

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.

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. CIO viewpoints are developed for Bank of America Private Bank, a division of Bank of America, N.A., ("Bank of America") and Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"), a registered broker-dealer, registered investment adviser and a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

Trust, fiduciary and investment management services, including assets managed by the Specialty Asset Management team, are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

U.S. Trust Company of Delaware is a wholly owned subsidiary of Bank of America Corporation. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

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