Merrill Lynch Lands 2,314 Forbes Best-in-State Advisors, Up 202 From 2025

3 articles · Updated · eciks.org · Jun 20

Merrill Lynch placed 2,314 advisors on Forbes’ 2026 Best-in-State Wealth Advisors list, the most of any firm and a gain of 202 from 2,112 a year earlier.
The April 7 ranking covered all 50 states and was based on data through June 30, 2025, with SHOOK Research evaluating advisors on client retention, experience, credentials, compliance, assets and revenue—not investment performance.
Merrill also put 59 advisors on Forbes’ 2026 America’s Top Wealth Advisors list of 250 nationally, and Greenwich-based Jeff Erdmann ranked No. 1 overall.
The broader sweep highlights Merrill’s scale across industry rankings: 4,837 advisors and 1,844 teams made Forbes’ Best-in-State Wealth Management Teams list, alongside 539 state-level top women advisors and 23 national top women advisors.