Merrill Wealth Management provides advisory and investment management services.
Merrill Wealth Management is Bank of America's advisor-led wealth management business for individuals, families and institutions. It offers investment advice, portfolio management, planning and access to broader Bank of America banking capabilities.
The service competes with large bank-owned wealth platforms that combine advisor relationships, investment products, planning tools and lending access for affluent clients.
Citi
Citi Wealth
citi.com
JPMorgan Chase
J.P. Morgan Wealth Management
jpmorganchase.com
Morgan Stanley
Morgan Stanley — Wealth Management
morganstanley.com
Wells Fargo
Wells Fargo Wealth & Investment Management
wellsfargo.com
| Attribute | Merrill Wealth Management | Citi Wealth | J.P. Morgan Wealth Management | Morgan Stanley — Wealth Management | Wells Fargo Wealth & Investment Management | |
|---|---|---|---|---|---|---|
| Provider |  | | | | | |
| Founded | 1904 | 1812 | 1799 | 1935 | 1852 | |
| Sells To | Enterprises, Individuals | Enterprises, Individuals | Enterprises, Individuals | Institutional | Enterprises, Individuals | |
| Pricing Model | Fees, Transactional Commission | Fees, Transactional Commission | Fees, Transactional Commission | Fee-Based Revenue | Fees, Transactional Commission | |
| Ownership | Public | Public | Public | Public | Public |
Provider
Founded 1904
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Founded 1812
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Provider
Founded 1799
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Provider
Founded 1935
Sells To Institutional
Pricing Model Fee-Based Revenue
Ownership Public
Provider
Founded 1852
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
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U.S. Bank wealth management with guidance, investing and planning services.
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