Merrill Lynch Wealth Management

$1.5B revenue • 10,000 employees • 4900 Hopyard Rd, Pleasanton, CA, 94588, United States

Last Updated Nov 8, 2026

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Company Overview

Company Name

Merrill Lynch Wealth Management

Address

4900 Hopyard Rd, Pleasanton, CA, 94588, United States

Approx. Annual Revenue

$1500.0M

Employees

10,000

Established

2022

Google Reviews

5.0 (3 reviews)

Google Business Category

Financial planner

Locations

2,963

About Merrill Lynch Wealth Management

Merrill is a financial services company headquartered in DeLand, Florida, United States. The company provides a range of financial advisory services, including wealth management, investment advice, and retirement planning. Merrill's focus is on delivering personalized guidance and solutions to its clients, with the aim of helping them achieve their financial goals.

Business Profile

Read from the Merrill Lynch Wealth Management website on Nov 8, 2026. Hover an item to see the exact wording it came from.

Ownership (as declared by the business)

About the website

Website quality (AI-assessed)
8/10 · Current copyright notice 2026; Complete legal and service information
Footer copyright year
2026

Recent changes

What changed on the Merrill Lynch Wealth Management website and Google listing, as detected by Coldlytics on each visit.

  1. Google Business category is now Investment service

  2. Google Business category is now Investment service

  3. Google Business category is now Investment service

  4. Google Business category is now Financial consultant

  5. Google Business category is now Financial consultant

  6. Google Business category is now Investment service

  7. Google Business category is now Financial consultant

  8. Google Business category is now Investment service

  9. Google Business category is now Financial consultant

  10. Google Business category is now Investment service

  11. Google Business category is now Investment service

  12. Google Business category is now Investment service

  13. Google Business category is now Investment service

  14. Google Business category is now Investment service

  15. Google Business category is now Investment service

  16. Google Business category is now Investment service

  17. Google Business category is now Financial planner

  18. Google Business category is now Financial consultant

  19. Google Business category is now Financial consultant

  20. Google Business category is now Financial consultant

  21. Google Business category is now Financial consultant

  22. Google Business category is now Financial consultant

  23. Google Business category is now Financial consultant

  24. Google Business category is now Financial consultant

Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.

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Merrill Lynch Wealth Management locations

2,963 Google Business Profile listings, showing 30.

LocationGoogle categoryReviewsStatus
4900 Hopyard Rd, Pleasanton, CAprimaryFinancial planner 5.0 (3)Claimed
417 Thorn St, Sewickley, PAFinancial planner—Claimed
600 Hamilton St, Allentown, PA——Claimed
2649 South Rd, Poughkeepsie, NYInvestment service—Claimed
600 Hyde Park Suite 600, Doylestown, PA——Claimed
225 Liberty St 40th Floor, New York, NY——Claimed
1 Bryant Pk 3rd Floor, New York, NY——Claimed
225 Liberty St 40th Floor, New York, NY——Claimed
1 Bryant Pk 3rd Floor, New York, NY——Claimed
225 Liberty St 40th Floor, New York, NY——Claimed
1 Bryant Pk 5th Floor, New York, NY——Claimed
4725 Whitesburg Dr 1st floor, Huntsville, ALFinancial planner—Claimed
300 E Esplanade Dr Suite 2150, Oxnard, CAFinancial planner—Claimed
300 E Esplanade Dr Suite 2150, Oxnard, CAFinancial planner—Claimed
1200 Rogers Walk 3rd Floor, Mt Laurel Township, NJ——Claimed
800 N Shoreline Blvd #1800n, Corpus Christi, TX——Claimed
800 N Shoreline Blvd #1800n, Corpus Christi, TX——Claimed
800 N Shoreline Blvd #1800n, Corpus Christi, TXFinancial consultant—Claimed
1414 Massachusetts Ave, Cambridge, MA——Claimed
1111 Broadway 22nd Floor, Oakland, CA——Claimed
1111 Broadway 22nd Floor, Oakland, CA——Claimed
1 Town Center Rd, Boca Raton, FL——Claimed
1 Town Center Rd, Boca Raton, FL——Claimed
1 Town Center Rd, Boca Raton, FL——Claimed
1 Town Center Rd, Boca Raton, FL——Claimed
1 Town Center Rd, Boca Raton, FL——Claimed
1111 Broadway 22nd Floor, Oakland, CA——Claimed
6311 Atrium Dr, Lakewood Ranch, FLFinancial planner—Claimed
13A Main St, Sparta, NJFinancial planner—Claimed
13A Main St, Sparta, NJ——Claimed

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Frequently Asked Questions about Merrill Lynch Wealth Management

Categories

Technologies Used

Key Decision Makers

Peter Rohr Asset Manager
Craigus Johnson Chief Operations Officer, & Strategy Division CFO
LinkedIn
Jonathan Brown Wealth Management Advisor, Senior Vice President
LinkedIn
Jaime Celorio CEO
LinkedIn