Top Wealth + Best-in-State · rank 2 · Coral Gables, Florida · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “Chiavacci Beckerman Group - Financial Advisor in Coral Gables, FL 33134 | Merrill” — firm_official
- Parent company — Bank of America (high)
- “2,314 Merrill Advisors Recognized on the 2026 Forbes Best-in-State Wealth Advisor Lists, more than Any Other Firm” — firm_official
- Firm type — wirehouse (high)
- “Merrill Lynch Pierce Fenner & Smith Incorporated” — social_or_third_party_db
- Team name — The Chiavacci Beckerman Group (high)
- “The Chiavacci Beckerman Group is a team of highly skilled professionals serving high-net-worth families.” — firm_official
- Team size — 13 (medium)
- “The Chiavacci Beckerman Group is a team of highly skilled professionals serving high-net-worth families.” — firm_official
- CRD — 2720258 (low)
- “CRD Number: 2720258” — social_or_third_party_db
- Years experience — 36 (medium)
- “Michael joined Merrill in 1999 after providing a comprehensive approach to financial planning and investment consulting services to wealthy family groups, high net worth individuals and corporate executives. From 1990 to” — firm_official
- Designations — CFP, CIMA, CPA (high)
- “Michael Beckerman, CFP®, CIMA®, Managing Director, Private Wealth Advisor” — firm_official
- “Michael is a Certified Public Accountant (CPA) as well as a CERTIFIED FINANCIAL PLANNER™ CFP® professional.” — firm_official
Book of business
- Team AUM ($M) — 3400 (high)
- “Team Assets (Custodied): $3.4B” — forbes_shook
- Account minimum ($M) — 25 (high)
- “Minimum Account Size for New Business: $25M” — forbes_shook
- Typical client net worth ($M) — 130 (high)
- “Typical Net Worth of Relationships: $10-250M” — forbes_shook
- Client niche — multigenerational high-net-worth families (high)
- “Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your famil” — firm_official
- Custodians — gap: not_applicable
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://advisor.ml.com/sites/fl/florida-pwm-cg/chiavacci_beckerman_group (high)
- “Chiavacci Beckerman Group - Financial Advisor in Coral Gables, FL 33134 | Merrill” — firm_official
- Value proposition (verbatim) — Working with a limited number of wealthy clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members. (high)
- “Working with a limited number of wealthy clients, we are able to offer you and your family personalized attention for all aspects of your financial life, now and for future family members.” — firm_official
- Differentiators — Deliberately limited client roster enabling personalized attention, Highly customized services backed by a global institution's capabilities, Team of specialists rather than a single advisor, Multigenerational strategies spanning current and future family generations (high)
- “The Chiavacci Beckerman Group provides highly customized services supported by the broad capabilities of a global institution.” — firm_official
- “Working with a team of specialists, we draw on the resources and insights of a global financial institution to create strategies that reflect your aspirations for yourself and current and future generations of your famil” — firm_official
- Content marketing — none (medium)
- “The Chiavacci Beckerman Group provides highly customized services supported by the broad capabilities of a global institution.” — firm_official
- Has podcast — no (medium)
- “The Chiavacci Beckerman Group is a team of highly skilled professionals serving high-net-worth families.” — firm_official
- Books published — 0 (medium)
- “Michael received a Master of Science in Taxation degree from DePaul University and a bachelor's degree in Economics from Washington University.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “The Chiavacci Beckerman Group provides highly customized services supported by the broad capabilities of a global institution.” — firm_official
- Press awards — Barron's "Top 1200 Financial Advisors" 2023-2025, Barron's "Hall of Fame" 2019 (team), Financial Times "400 Top Financial Advisers" (team, 2013-2014, 2016-2017, 2020) (medium)
- “Barron's "Top 1200 Financial Advisors" 2023-2025” — firm_official
- “Barron's "Hall of Fame" 2019” — firm_official
Visual brand
- Has distinct logo — no (medium)
- “Chiavacci Beckerman Group - Financial Advisor in Coral Gables, FL 33134 | Merrill” — firm_official
- Logo url — https://mlaem.fs.ml.com/content/dam/ML/global/defaultSocialImage.png (low)
- Visual brand notes — Merrill corporate template: navy and white with the bull mark, sans-serif type, professional headshot grid and neutral institutional imagery. No team-specific identity. (medium)
- “Chiavacci Beckerman Group - Financial Advisor in Coral Gables, FL 33134 | Merrill” — firm_official
