Top Wealth + Best-in-State · rank 1 · New Orleans, Louisiana · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “The Eustis Group Merrill Private Wealth Management 601 Poydras St Suite 2500 New Orleans LA 70130” — firm_official
- Parent company — Bank of America (high)
- “MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Currently employed by and registered with the following Firm(s): IA MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED CRD# 7691 Registered with this firm since: 06/09/2000” — sec_finra_regulatory
- Team name — The Eustis Group (high)
- “The Eustis Group is a leading wealth advisory group that works with clients using a holistic approach to wealth management.” — firm_official
- Team size — 13 (high)
- “Our thirteen person team offers the attention of a boutique firm, backed by the sophistication and resources of a global institution.” — firm_official
- CRD — 4110450 (high)
- “CURTIS DOUGLAS EUSTIS CRD# 4110450” — sec_finra_regulatory
- Years experience — 26 (medium)
- “General Securities Representative Examination Series 7 01/27/2000” — sec_finra_regulatory
- “CRD# 7691 Registered with this firm since: 01/28/2000” — sec_finra_regulatory
- Designations — CPWA, other:CPFA (high)
- “Curtis Eustis (Managing Director, Private Wealth Advisor) - CPFA®, CPWA®” — firm_official
Book of business
- Team AUM ($M) — 2300 (high)
- “"Team Assets (Custodied)":"$2.3B"” — forbes_shook
- Account minimum ($M) — 2.5 (high)
- “"Minimum account size for new business":"$2.5M"” — forbes_shook
- Typical client net worth ($M) — 7.5 (high)
- “"Typical Net Worth of Relationships":"$7.5-250M"” — forbes_shook
- Client niche — multigenerational families, business owners and executives (medium)
- “The Eustis Group measures true wealth by more than just numbers on a balance sheet. Our passion and purpose is to help clients achieve a level of financial freedom that allows them to fully experience the lives they imag” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.ml.com/sites/la/new-orleans-la/eustisgroup (high)
- “The Eustis Group - Financial Advisor in New Orleans, LA 70130 | Merrill” — firm_official
- Value proposition (verbatim) — The Eustis Group is a leading wealth advisory group that works with clients using a holistic approach to wealth management. Our thirteen person team offers the attention of a boutique firm, backed by the sophistication and resources of a global institution. (high)
- “Mission Statement The Eustis Group is a leading wealth advisory group that works with clients using a holistic approach to wealth management. Our thirteen person team offers the attention of a boutique firm, backed by th” — firm_official
- Differentiators — boutique attention backed by a global institution, holistic approach to wealth management, measures true wealth beyond the balance sheet, connects with clients emotionally as well as analytically, 13-person team with specialist credentials (CFA, CAIA, CFP, CPWA) (high)
- “Connecting with our clients emotionally, as well as analytically, enables us to create appropriate solutions as unique as each client we are privileged to serve.” — firm_official
- “Our thirteen person team offers the attention of a boutique firm, backed by the sophistication and resources of a global institution.” — firm_official
- Content marketing — occasional (medium)
- “Shifting gears: New drivers of potential market expansion Watch our latest webcast where expert panelists share ideas that can help you prepare for potential opportunities and risks in the second half of 2026 and beyond.” — firm_official
- Has podcast — no (medium)
- “Welcome Recognition Our Approach Meet Our Team Insights About Private Wealth On this page navigate to...” — firm_official
- Books published — 0 (low)
- “Curtis Eustis Managing Director , Private Wealth Advisor Barron’s “Top 1,500 Financial Advisors”, 2015-2026 Forbes "Best-in-State Wealth Advisors", 2018-2026” — firm_official
- Linkedin url — https://www.linkedin.com/in/curtis-eustis-cpwa%C2%AE-cpfa%C2%AE-7a49838/ (medium)
- “Curtis Eustis, CPWA®, CPFA® - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Curtis Eustis, CPWA®, CPFA® - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Barron's "Top 1,500 Financial Advisors", 2015-2026 (#1 in Louisiana, 2026), Barron's "Top 1,200 Financial Advisors" #1 in Louisiana, 2025 (high)
- “Barron’s “Top 1,500 Financial Advisors”, 2015-2026” — firm_official
- “341 Merrill Advisors Recognized on the 2026 Barron's "Top 1,500 Financial Advisors" List. Published on March 20, 2026. Ranking based on data as of September 30, 2025.” — professional_press
Visual brand
- Has distinct logo — no (medium)
- “The Eustis Group Merrill Private Wealth Management 601 Poydras St Suite 2500 New Orleans LA 70130” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: text-set team name, no bespoke mark; team and lifestyle photography served from mktgcdn, standard Merrill navy/white corporate palette and sans-serif type. (medium)
- “<img style="object-position:top;object-fit:cover;max-width:5000px;width:100%;aspect-ratio:5000 / 5000" src="https://dyn.mktgcdn.com/p/Pguim-gvXYZCZMennhmvnN0NTkfZUWUWG9FeLNov4QI/width=500,height=500"” — firm_official