Top Wealth + Best-in-State + Barron's 100 · rank 6 · San Francisco, California · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “Michael Breen is a Managing Director, a Private Wealth Advisor, and a co-founder of The ABGOS Group within Merrill Private Wealth Management.” — 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)
- “"firmId": 7691, "firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "2/24/1999", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Team name — The ABGOS Group (Arbogast Breen Giles Olmo Shaikh Group) (high)
- “{"@context":"https://schema.org","@type":"Organization","name":"Arbogast Breen Giles Olmo Shaikh Group","telephone":"(415) 955-3827"” — firm_official
- Team size — 13 (medium)
- “Michael Breen is a Managing Director, a Private Wealth Advisor, and a co-founder of The ABGOS Group within Merrill Private Wealth Management.” — firm_official
- CRD — 2892434 (high)
- “"basicInformation": {"individualId": 2892434, "firstName": "MICHAEL", "middleName": "JOSEPH", "lastName": "BREEN", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "8/5/1997"}” — sec_finra_regulatory
- Years experience — 29 (high)
- “"daysInIndustryCalculatedDate": "8/5/1997"” — sec_finra_regulatory
- “A member of Merrill since 1999, Mike began his wealth management career in 1997 at Morgan Stanley.” — firm_official
- Designations — other:PIA (Personal Investment Advisor) (high)
- “"c_designations":[{"abbreviation":"PIA","date":"2014-04-21","name":"Personal Investment Advisor"}]” — firm_official
Book of business
- Team AUM ($M) — 26600 (high)
- “"Team Assets (Custodied)":"$26.6B"” — forbes_shook
- Account minimum ($M) — 10 (high)
- “"Minimum account size for new business":"$10M"” — forbes_shook
- Typical client net worth ($M) — 100 (medium)
- “"typical_net_worth_mil":100” — professional_press
- Client niche — entrepreneurs, corporate executives and venture capital principals — pre/post-IPO and concentrated stock (high)
- “Mike has significant experience advising entrepreneurs, corporate executives, and venture capital principals, many of whom have complex balance sheets and demanding lives. His areas of focus include pre-and-post IPO stra” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "2/24/1999"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/hi/kailua-kona-pw/arbogast-breen-giles-olmo-shaikh-group/mbreen (high)
- Value proposition (verbatim) — At The ABGOS Group, we help wealth creators manage their wealth strategically and thoughtfully, creating a more direct path to their ambitions and aspirations. (high)
- “"c_heroQuote":"At The ABGOS Group, we help wealth creators manage their wealth strategically and thoughtfully, creating a more direct path to their ambitions and aspirations."” — firm_official
- Differentiators — Serves "wealth creators" — entrepreneurs, corporate executives and venture capital principals, Pre- and post-IPO strategies, concentrated and restricted stock management, Mergers, private sales and tax-sensitive wealth transfer, Integrated strategies tailored to a select group of ultra-high-net-worth clients, Co-founded team inside Merrill Private Wealth Management, in place since 2001 (high)
- “Mike directs integrated strategies and advice for a select group of ultra-high-net-worth clients, tailoring his outreach to reflect the unique interests and priorities of each person or family.” — firm_official
- “His areas of focus include pre-and-post IPO strategies, concentrated and restricted stock management, mergers, private sales, and tax-sensitive wealth-transfer.” — firm_official
- Content marketing — occasional (medium)
- “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)
- “At The ABGOS Group, we help wealth creators manage their wealth strategically and thoughtfully, creating a more direct path to their ambitions and aspirations.” — firm_official
- Books published — 0 (medium)
- “A member of Merrill since 1999, Mike began his wealth management career in 1997 at Morgan Stanley. He earned his B.S. in Finance from Santa Clara University, where he was a member of the varsity golf team.” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “"c_linkedInURL":"https://www.linkedin.com/in/brianolmo"” — firm_official
- Press awards — Barron's "Top 100 Financial Advisors" 2023-2026, Barron's "Top 1,500 Financial Advisors" 2026, Barron's "America's Top 1200 Financial Advisors State-by-State" 2021-2025, Barron's "Top 250 Private Wealth Management Teams" (team) (high)
- “"nameOfAwardOrHonor":"Barron's "Top 100 Financial Advisors"","yearsReceived":"2023-2026"” — firm_official
- “"nameOfAwardOrHonor":"Barron’s “Top 1,500 Financial Advisors”","yearsReceived":"2026"” — firm_official
Visual brand
- Has distinct logo — no (high)
- “{"@context":"https://schema.org","@type":"Organization","name":"Arbogast Breen Giles Olmo Shaikh Group","telephone":"(415) 955-3827"” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: white ground with blue hero band, gray rules, clean sans-serif type, studio headshots and a group team photo. No team-specific mark or palette. (high)
- “"c_heroColorScheme":"BLUE","c_heroPicture":{"height":576,"url":"https://a.mktgcdn.com/p/_q-XDnRGB0oIhxx0yZAkIjkzTLYAknAN2GL-pvL94fI/1440x576.jpg","width":1440}” — firm_official
