Top Wealth · rank 75 · Northbrook, Illinois · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Lynch Wealth Management — The Klein Wealth Management Group (high)
- “The Klein Wealth Management Group Merrill Lynch Wealth Management 1033 Skokie Boulevard Suite 500 Northbrook IL 60062” — firm_official
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "11/15/2002"” — sec_finra_regulatory
- Parent company — Bank of America (high)
- “*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "14235", "bdSECNumber": "7221"” — sec_finra_regulatory
- Team name — The Klein Wealth Management Group (high)
- “At The Klein Wealth Management Group, we strive to create meaningful client experiences that extend well beyond what you may expect from a wealth management team.” — firm_official
- Team size — 12 (high)
- “The Klein Wealth Management Group operates as a concierge wealth management practice — a twelve-person team that manages more than $2 billion (as of May, 2026) in entrusted assets for a select group of clients across 40 ” — firm_official
- CRD — 2898422 (high)
- “"basicInformation": {"individualId": 2898422, "firstName": "BENJAMIN", "middleName": "MICHAEL", "lastName": "KLEIN", "otherNames": ["BENJAMIN M KLEIN"], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 23 (high)
- “"daysInIndustryCalculatedDate": "11/14/2002"” — sec_finra_regulatory
- Designations — CFP, other:CRPC, other:CEPA, other:CDFA (high)
- “Benjamin Klein , CFP®, CRPC™, CEPA®, CDFA® Managing Director , Wealth Management Advisor” — firm_official
Book of business
- Team AUM ($M) — 1700 (high)
- “Team Assets (Custodied): $1.7B” — forbes_shook
- “a twelve-person team that manages more than $2 billion (as of May, 2026) in entrusted assets for a select group of clients across 40 states” — firm_official
- Account minimum ($M) — 1 (high)
- “Minimum Account Size for New Business: $1M” — forbes_shook
- Typical client net worth ($M) — 20 (high)
- “Typical Net Worth of Relationships: $5-35M” — forbes_shook
- Client niche — business owners, law firm partners, corporate executives, and financially independent women (high)
- “We serve business owners, law firm partners, corporate executives, and financially independent women who have built real wealth and want an advisor who engages with their situation at the level it deserves.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "14235", "iaSECNumberType": "801", "bdSECNumber": "7221"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/il/northbrook-il/klein.group (high)
- “The Klein Wealth Management Group - Financial Advisors in Northbrook, IL 60062 | Merrill” — firm_official
- Value proposition (verbatim) — The Klein Wealth Management Group operates as a concierge wealth management practice — a twelve-person team that manages more than $2 billion (as of May, 2026) in entrusted assets for a select group of clients across 40 states, with one defining principle: every client relationship receives the attention it actually requires. (high)
- “The Klein Wealth Management Group operates as a concierge wealth management practice — a twelve-person team that manages more than $2 billion (as of May, 2026) in entrusted assets for a select group of clients across 40 ” — firm_official
- “Not a quarterly call and a model portfolio — but a team that knows your full financial picture, coordinates across every dimension of it, and is available when decisions need to be made.” — firm_official
- Differentiators — concierge practice — every relationship gets the attention it requires, explicitly anti-'quarterly call and a model portfolio' service model, planning decisions alongside the portfolio, not just the investment account, equity comp, business transition, and divorce planning depth (CEPA/CDFA credentials), twelve-person team serving clients across 40 states from one Chicagoland office (high)
- “Not a quarterly call and a model portfolio — but a team that knows your full financial picture, coordinates across every dimension of it, and is available when decisions need to be made.” — firm_official
- “We focus on the planning decisions that sit alongside the portfolio — equity compensation strategy, business transition planning, retirement income for a single income stream, estate planning that reflects how clients ac” — firm_official
- Content marketing — active (high)
- “Insights Beyond the page: How a successful writer pursues financial security Four for the Quarter: Top questions investors are asking right now Stay ahead of student scams Inside the American wallet Emerging Trends in Cy” — firm_official
- “Wednesday, August 19th 2026 | 4:00pm (CT) The Klein Wealth Management Group Market Update Conference Call Please join us for The Klein Wealth Management Group Market Update Conference Call” — firm_official
- Has podcast — no (medium)
- “Insights Beyond the page: How a successful writer pursues financial security Four for the Quarter: Top questions investors are asking right now Stay ahead of student scams Inside the American wallet Emerging Trends in Cy” — firm_official
- Books published — 0 (medium)
- “Benjamin Klein , CFP®, CRPC™, CEPA®, CDFA® Managing Director , Wealth Management Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/ben-klein-cfp-cepa-crpc-cdfa/ (medium)
- “Ben Klein, CFP®, CEPA®, CRPC™, CDFA® - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Ben Klein, CFP®, CEPA®, CRPC™, CDFA® - Merrill Lynch Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Barron's "Top 1,500 Financial Advisors", 2026, Barron's "Top 1200 Financial Advisors", 2015-2025, Forbes "Best-in-State Wealth Advisors", 2018-2026, Forbes "Best-in-State Wealth Management Teams" (team), 2024-2026 (high)
- “Barron’s “Top 1,500 Financial Advisors”, 2026 (Published on March 20, 2026. Rankings based on data as of September 30, 2025.)” — firm_official
- “Barron's "Top 1200 Financial Advisors", 2015-2025 (Published annually in March. Rankings based on data as of September 30 of prior year.)” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “The Klein Wealth Management Group Merrill Lynch Wealth Management 1033 Skokie Boulevard Suite 500 Northbrook IL 60062” — firm_official
- Logo url — gap: not_applicable
- Visual brand notes — Standard Merrill advisor-microsite template: corporate navy/white with Merrill bull accents, clean sans-serif type, stock lifestyle and market photography plus square headshots. No team-specific palette or mark. (medium)
- “The Klein Wealth Management Group Merrill Lynch Wealth Management 1033 Skokie Boulevard Suite 500 Northbrook IL 60062 Visit us (847) 564.7139” — firm_official