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Merrill Lynch Wealth ManagementFinancial advisor in Laguna Niguel, CA

Merrill Lynch Wealth Management is a financial advisor at 28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, ranked #7 of 20 stockbrokers in Laguna Niguel and rated 3.3 from 4 Google reviews. Open Monday and Tuesday and Thursday and Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Laguna Niguel, CAUpdated 0 paid placements in any rankingHow we rank

Call (949) 456-8082Website ↗

Key facts

Key facts about Merrill Lynch Wealth Management
Address28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677Get directions
Phone(949) 456-8082
Websiteadvisor.ml.com
HoursMonday and Tuesday: 7 AM – 3 PM; Thursday and Friday: 7 AM – 3 PM
Google rating3.3 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name
  • Investment Advisorsadditional Google category
  • Stockbrokersadditional Google category

Service area

Serves Laguna Niguel and 11 towns within 25 miles: Ladera Ranch, Aliso Viejo, Mission Viejo, San Juan Capistrano, Laguna Hills, Laguna Woods, Dana Point, Laguna Beach, Coto De Caza, Lake Forest and Rancho Santa Margarita.

Based in Laguna Niguel, CAView on map

Opening hours

Opening hours for Merrill Lynch Wealth Management
DayHours
Monday7 AM – 3 PM
Tuesday7 AM – 3 PM
WednesdayClosed
Thursday7 AM – 3 PM
Friday7 AM – 3 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Merrill Lynch Wealth Management

How is Merrill Lynch Wealth Management ranked in Laguna Niguel?

Merrill Lynch Wealth Management is ranked #7 of 20 stockbrokers in Laguna Niguel by RFA Score, with 57 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Merrill Lynch Wealth Management’s hours?

Merrill Lynch Wealth Management is open Monday and Tuesday and Thursday and Friday. Its listed hours are Monday and Tuesday, 7 AM – 3 PM; Thursday and Friday, 7 AM – 3 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Merrill Lynch Wealth Management serve?

Serves Laguna Niguel and 11 towns within 25 miles: Ladera Ranch, Aliso Viejo, Mission Viejo, San Juan Capistrano, Laguna Hills, Laguna Woods, Dana Point, Laguna Beach, Coto De Caza, Lake Forest and Rancho Santa Margarita. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Merrill Lynch Wealth Management?

Merrill Lynch Wealth Management has a rating of 3.3 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Merrill Lynch Wealth Management?

Call Merrill Lynch Wealth Management on (949) 456-8082. The business is at 28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Merrill Lynch Wealth Management compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Merrill Lynch Wealth Management (this business)—573.3 (4)NoNo
Edward Jones - Financial Advisor: Maggie Klein, CFP®|AAMS®#5585.0 (4)NoNo5.3 mi
Edward Jones - Financial Advisor: Jacqueline Shohdy#6575.0 (4)NoNo0.9 mi
Charles Schwab#8573.9 (10)NoNo12.1 mi

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