Merrill Lynch

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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).

Last updated: November 11th, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Top Advisor Gary M Howell
Avg Advisor Trust Score 87
Avg Advisor Years Registered 8
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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