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Diamond Consultants Merrill Advisor Transition Report 2025
This annual “firm-focused report” takes a closer look at advisor movement to and from Merrill during the first half of 2025.
In addition to raw data, we apply our trademark insights and perspectives to answer the following questions:
Where are Merrill advisors going—and what’s motivating the movement?
How competitive are Merrill’s new recruiting deals compared to the rest of the Street?
- What does it mean for Merrill advisors that the firm is recruiting competitively again?
Where should/can Merrill advisors go if they ultimately decide the firm is no longer the right fit?
- And more…