Top Wealth · rank 44 · Cincinnati, Ohio · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “The Evelo|Singer|Sullivan|Bruegge Group Merrill Private Wealth Management 312 Walnut Street Suite 2400 Cincinnati OH 45202” — firm_official
- Parent company — Bank of America (high)
- “The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you. Shilpa Mirchandani” — firm_official
- Firm type — wirehouse (high)
- “"firmId": 7691, "firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "7/12/2002", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Team name — The Evelo|Singer|Sullivan|Bruegge Group (high)
- “Welcome The Evelo|Singer|Sullivan|Bruegge Group Comprehensive Wealth Management for Families and Institutions” — firm_official
- Team size — 30 (high)
- “Meet Our Team Joseph H. Evelo Managing Director , Senior Relationship Manager 513.579.3888 513.579.3888 icon/control/launch copy View bio David L. Singer , CFA Managing Director , Private Wealth Advisor 513.579.3889 513.” — firm_official
- CRD — 2224902 (high)
- “"basicInformation": {"individualId": 2224902, "firstName": "DAVID", "middleName": "LEO", "lastName": "SINGER", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "3/23/1992"}” — sec_finra_regulatory
- Years experience — 34 (high)
- “"daysInIndustryCalculatedDate": "3/23/1992"” — sec_finra_regulatory
- Designations — CFA (high)
- “David L. Singer , CFA Managing Director , Private Wealth Advisor 513.579.3889” — firm_official
Book of business
- Team AUM ($M) — 11500 (high)
- “With $11.5 billion in assets under management (as of June 30, 2026) and a team of seasoned professionals, we deliver the scale, expertise, and innovative strategies required to protect, grow, and efficiently transfer wea” — firm_official
- “"Team Assets (Custodied)":"$9.4B"” — forbes_shook
- Account minimum ($M) — 10 (high)
- “"Minimum account size for new business":"$10M"” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “"Typical Net Worth of Relationships":"$10-500M"” — forbes_shook
- Client niche — families of substantial wealth and institutional investors — foundations/endowments, business owners, corporate executives (high)
- “For more than four decades, we've partnered with successful families and institutional investors across the United States, delivering the sophisticated strategies required to manage substantial wealth.” — firm_official
- “Our Approach Foundations & Endowments Business Owners & Entrepreneurs More Foundations & Endowments Business Owners & Entrepreneurs Corporate Executives Women Wealth Creators” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmId": 7691, "firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "7/12/2002", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/oh/cincinnati-pmw/evelosingersullivanbruegge (high)
- “The Evelo|Singer|Sullivan|Bruegge Group - Financial Advisor in Cincinnati, OH 45202 | Merrill” — firm_official
- Value proposition (verbatim) — For more than four decades, we've partnered with successful families and institutional investors across the United States, delivering the sophisticated strategies required to manage substantial wealth. With $11.5 billion in assets under management (as of June 30, 2026) and a team of seasoned professionals, we deliver the scale, expertise, and innovative strategies required to protect, grow, and efficiently transfer wealth. Managing significant wealth is about more than investments—it's about creating a cohesive plan that aligns with your goals, values, and vision for the future. Managing a large portfolio is complex and our mission is to simplify the complexity for you and your stakeholders. (high)
- “For more than four decades, we've partnered with successful families and institutional investors across the United States, delivering the sophisticated strategies required to manage substantial wealth. With $11.5 billion” — firm_official
- Differentiators — Four-decade track record with families and institutional investors nationally, Scale: $11.5B AUM as of 6/30/2026 with a 30-person team, Simplifying complexity for clients and their stakeholders, Dedicated foundations/endowments and perpetual-capital consulting practice, Investment philosophy grounded in integrity, excellence, stewardship, and decisive action (high)
- “Managing a large portfolio is complex and our mission is to simplify the complexity for you and your stakeholders. Let us help you protect, grow, and steward your investment assets with confidence.” — firm_official
- “Our investment philosophy is designed to be: · Responsive to your unique needs · Aligned with long-term goals and values · Focused on attractive risk-adjusted returns · Grounded in integrity, excellence, stewardship, and” — firm_official
- Content marketing — occasional (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: What's fueling consu” — firm_official
- Has podcast — no (medium)
- “Welcome Recognition Our Approach Events Meet Our Team Insights About Private Wealth” — firm_official
- Books published — 0 (low)
- “David L. Singer Managing Director , Private Wealth Advisor Barron's "Hall of Fame", 2026” — firm_official
- Linkedin url — https://www.linkedin.com/in/david-singer-cfa-2a81212a/ (medium)
- “David Singer, CFA - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “David Singer, CFA - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Barron's "Hall of Fame", 2026, Barron's "America's Top 100 Financial Advisors" (high)
- “Recognition David L. Singer Managing Director , Private Wealth Advisor Barron's "Hall of Fame", 2026 Barron's "Hall of Fame", 2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- “The Evelo|Singer|Sullivan|Bruegge Group Merrill Private Wealth Management 312 Walnut Street Suite 2400 Cincinnati OH 45202” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template, no team mark. Navy/white with Merrill bull accent, institutional sans-serif, pipe-delimited surname wordmark. Uniform square headshot grid over generic market/lifestyle photography. (high)
