Merrill Advisors Shine in Barron's 2026 Rankings
1. Bank of America Corp. Celebrates Recognition of Merrill Advisors
On June 4, 2026, Bank of America Corp. announced significant achievements by Merrill advisors, who have been recognized across three prestigious annual wealth advisor rankings published by Barron’s. This acknowledgment showcases the expertise and dedication of Merrill’s advisors in the financial services sector.
A Stellar Performance Across Three Lists
In the 2026 Barron’s rankings, Merrill advisors have made remarkable strides:
- Top 250 Private Wealth Management Teams: 126 Merrill advisors were recognized.
- Top 100 Financial Advisors: 20 Merrill advisors earned a spot on this exclusive list.
- Top 100 Institutional Consulting Teams: 24 Merrill financial advisors were included.
Kenneth Correa, Head of Business and Client Development at Merrill, expressed pride in the recognition, stating, *“We’re proud to see our advisors and teams once again recognized across three of Barron’s highly respected rankings. These lists reflect experience and the strength of their practices. Congratulations to all those honored.”*
Understanding the Barron’s Rankings
Barron’s rankings are renowned for their rigorous evaluation process, which includes both qualitative and quantitative metrics.
Top 250 Private Wealth Management Teams
For the Top 250 Private Wealth Management Teams list, Barron’s assesses factors such as:
- Team size and shape
- Regulatory records and credentials of team members
- Client satisfaction and retention
- Community involvement
- Minimum seven years of financial services experience
Top 100 Institutional Consulting Teams
The Top 100 Institutional Consulting Teams ranking considers:
- Institutional investment assets managed by the team
- Revenue generated from these assets
- Number of clients served
- Team members' regulatory records and professional designations
Top 100 Financial Advisors
The Top 100 Financial Advisors list evaluates:
- Assets under management
- Client satisfaction and retention
- Regulatory records
- Advisors’ community involvement
Merrill’s Continued Commitment to Excellence
Merrill's success in these rankings reflects its commitment to developing advisors at every stage of their careers. The firm employs several initiatives, including the Advisor Development Program, designed to equip advisors with foundational skills, and the “Level Up Your Practice” program, which pairs experienced advisors with top performers for tailored training.
Additional Recognitions in 2026
In addition to the recent accolades, Merrill advisors have also garnered attention in other prestigious lists in 2026:
- 341 advisors on Barron’s Top 1,500 Financial Advisors
- 24 advisors on Financial Planning’s Top 40 Brokers Under 40
- 23 advisors on Forbes’ America’s Top Women Wealth Advisors
- 539 advisors on Forbes’ Top Women Wealth Advisors Best-in-State
- 4,837 advisors on Forbes’ Best-in-State Wealth Management Teams
Looking Forward
Bank of America continues to solidify its position as a leader in the financial services industry, providing exceptional support to both individual clients and businesses. With a robust network of advisors and a commitment to excellence, the future looks bright for Merrill and its clients.
As the firm continues to enhance its offerings and develop its advisors, the recognition from Barron’s serves as a testament to the quality of service and expertise that Merrill brings to the wealth management landscape.
For further details on the rankings and methodologies, visit Barron’s official website.
