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.
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1 | 2026 Barron's "Top 250 Private Wealth Management Teams" list. 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 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. |
2 | 2026 Barron's "Top 100 Institutional Consulting Teams" list. 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 accomplishment 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. |
3 | 2026 Barron's "Top 100 Financial Advisors" list. Opinions are Barron's who evaluated advisors with a minimum of seven years 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. |
4 | 2026 Barron's "Top Financial Advisors" list. Opinions are Barron's, who evaluated advisors with a minimum of seven years financial services experience and employed at their current firm for at least one year. Ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated for the firm, quality of practice, regulatory records, internal company documents, and 100-plus points of advisor-provided data. Rankings do not reflect any one client's experience, endorse any advisor and do not guarantee future investment success. Compensation was not received from anyone for the study. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. |
5 | 2026 Financial Planning's "Top 40 Brokers Under 40" list is compiled using data solicited from advisors' employers. Opinions provided by Financial Planning considered advisors under 40 years old who work at an employee brokerage firm. Primary ranking is based on trailing 12-month production for each advisor. Financial Planning is a national publication serving the wealth management industry and retail brokers working in the employee channel for wirehouses and regional broker-dealers. Financial Planning's rankings do not reflect all client experiences, endorse any advisor, indicate future performance or future success and are available for client evaluation only. Compensation was not received from anyone for the study. Financial Planning is a trademark of Arizent. All rights reserved. |
6 | 2026 Forbes "America's Top Women Wealth Advisors" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. |
7 | 2026 Forbes "Top Women Wealth Advisors Best-in-State" list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and should not be considered an endorsement of the advisor. Compensation was not received from anyone for the study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. |
8 | 2026 Forbes "Best-in-State Wealth Management Teams" list. Opinions provided by SHOOK* Research, LLC and is based on in-person, virtual and telephone due-diligence meetings and a ranking algorithm that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion because client objectives and risk tolerance vary). SHOOK's rankings are available for client evaluation only, are not indicative of future performance and do not represent any one client's experience and available for investor help in evaluating the right financial advisor and not an endorsement of the advisor. Compensation was not received from anyone for the rankings study. Past performance does not guarantee future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC. |
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