Merrill's MAA platform tops $1 trillion in client assets

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Merrill Managed Account Advisors Surpasses $1 Trillion, Celebrates 20 Years of Innovation

July 9, 2026 9:00 AM EDT

Key points

Managed Account Advisors (MAA) platform, which helps advisors build and manage personalized portfolios, surpassed $1 trillion in client assets.Launched in 2006, MAA enables advisors to deliver tailored investment portfolios more efficiently and at scale.The platform brings together portfolio design and implementation in one place, helping advisors manage investments while staying focused on clients.  

NEW YORK, July 9, 2026 /PRNewswire/ --... More