Atlas
Buyer

Merrill and Bank of America Private Bank

Merrill and Bank of America Private Bank · part of Bank of America

The largest US advisor force plus the private bank.

Charlotte, US

Sector footprint

One company, every side of the market

Asset
BofA Global Asset Management

Investment solutions delivered through the Merrill and private bank channels.

WealthThis site
Merrill and Bank of America Private Bank

The largest US advisor force plus the private bank.

Capability matrix

CapabilityBofA Global Asset ManagementMerrill and Bank of America Private Bank

Parent organization

Bank of America

Founded

Not yet sourced

Scale

$3.8T AUM

Companies alongside it

Peers grouped as Bank-affiliated — the nearest comparables in the same part of the market.