Merrill Lynch

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Last updated: January 21st, 2020. Data source: SEC filings.

Merrill Lynch, federally registered in 1978, is a Registered Investment Advisor (RIA) in 47 state(s) with a licensed staff of 25,576 advisors. Merrill Lynch manages $797.3 billion and provides investment advisory services for 1,317,540 clients (1:52 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 8
Percentage of Advisors Trusted Less than 1%
Minimum Investment $0
Average Client Balance $605,131
Total AUM $797.3 billion
Advisor / Client Ratio 1:52
Headquarters One Bryant Park New York, NY 10036
SEC Filings Forms and Brochures    (CRD # 7691)
State(s) Registered AL, AK, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, PA, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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