Merrill Lynch Wealth Management
TL;DR
Merrill Lynch branches in Reno, Incline Village and Carson City, with the Reno branch described as the largest wirehouse branch in the market. Nevada offices: 5370 Kietzke Lane, Reno, NV 89511; 900 Tahoe Boulevard, Incline Village, NV 89451; Carson City, NV (branch listed in the Merrill advisor directory).
$1,782 billion
Regulatory AUM
As of ADV filing 2026-09-24 (national parent)
3,253,265
Accounts / Clients
1,838,984 clients
Yes
Disclosures
Item 11 events (firm-wide)
SEC
Registration
SEC-registered
32,960
Team Size
employees, 25,721 advisory (national parent)
48 yrs
Years Registered
First registered 1978 (parent)
About Merrill Lynch Wealth Management
The largest wirehouse branch in the market. Data below is the national broker-dealer, Merrill Lynch, Pierce, Fenner & Smith.
Nevada offices on the guides:
- 5370 Kietzke Lane, Reno, NV 89511.
- 900 Tahoe Boulevard, Incline Village, NV 89451.
- Carson City, NV (branch listed in the Merrill advisor directory).
Best for: clients who want a bank-affiliated wirehouse and its lending desk
Fee model and designations stated on the guide
Brokerage feesCFP namedChFC namedCRPC named
Form ADV data
CRD7691 (Merrill Lynch, Pierce, Fenner & Smith Inc., national)
RegistrationSEC-registered
First registration1978
Regulatory AUM$1,782 billion
ADV filing date2026-09-24
Accounts3,253,265
Clients1,838,984 clients
Employees32,960
Advisory employees25,721
Fee modelBrokerage and advisory fees
MinimumNot disclosed
Disclosure events (Item 11)Yes, firm-wide
DesignationsCFP, CRPC and ChFC named on the Reno branch page (Reno entry); CRPC named on the Incline Village branch page (Incline Village entry); CRPC, CFP, ChFC and CFA named in the directory listing (Carson City entry)
The Form ADV figures above are for the national parent, Merrill Lynch, Pierce, Fenner & Smith Inc., not the Nevada office alone.
Source: SEC Investment Adviser Public Disclosure, CRD 7691, as of ADV filing 2026-09-24, pulled October 10, 2026.
Ranked on ProCloser
- 11 Best Financial Advisors in Reno, Nevada (2026 Data): rank 10 of 11 (listed as Merrill Lynch Wealth Management (Reno))
- 8 Best Wealth Managers in Lake Tahoe and Incline Village: rank 6 of 8 (listed as Merrill Lynch Wealth Management (Incline Village))
- 4 Best Financial Advisors in Carson City and Carson Valley: rank 3 of 4 (listed as Merrill Lynch Wealth Management (Carson City))
- 8 Best DST and 1031 Exchange Advisors in Nevada (2026): rank 8 of 8 (listed as Merrill Lynch Wealth Management (Reno))
- 12 Best Wealth Management Firms in Reno for High Net Worth: rank 11 of 12 (listed as Merrill Lynch Wealth Management (Reno))
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