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Merrill tops Forbes’ Best-in-State Wealth Advisors list

April 27, 2026

Merrill tops Forbes’ Best-in-State Wealth Advisors list

Forbes, in partnership with SHOOK Research, recently released its annual Best-in-State Wealth Advisors and America’s Top Wealth Advisors rankings.

 

This year, Merrill had the most advisors of any firm recognized as Best-in-State Wealth Advisors with 2,314 total advisors ranked, including 29 advisors recognized as the top advisor in their state/region. Merrill had another strong showing among America’s Top Wealth Advisors, with 59 advisors ranked.

 

Collectively, this year’s ninth annual Forbes’ Best-In-State Wealth Advisors oversee $20.6 trillion in assets. The 250 advisors on the 11th annual Forbes’ ranking of America’s Top Wealth Advisors oversee roughly $2.4 trillion in combined assets.