Top Wealth + Best-in-State · rank 8 · New York, New York · listed firm: Merrill Wealth Management
Identity & firm
- Firm — Merrill Wealth Management (high)
- “The Shalhoup Group Merrill Lynch Wealth Management 75 Rockefeller Plz New York NY 10019” — firm_official
- Parent company — Bank of America (high)
- “Trust and Estate Planning Services through Bank of America” — firm_official
- Firm type — wirehouse (high)
- “MICHAEL SHALHOUP - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Team name — The Shalhoup Group (high)
- “The Shalhoup Group is a Private Wealth Management team based out of Merrill’s Flagship office in New York City.” — firm_official
- Team size — 15 (medium)
- “The members of The Shalhoup Group have over 100 years of combined experience in our industry; we believe our longevity is based on holding ourselves to high standards of honesty, professionalism, and respect.” — firm_official
- CRD — 5735208 (high)
- “BrokerCheck Report MICHAEL SHALHOUP” — sec_finra_regulatory
- Years experience — 16 (medium)
- “MICHAEL SHALHOUP - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 3000 (high)
- “Team Assets (Custodied): $3B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum account size for new business: $2M” — forbes_shook
- Typical client net worth ($M) — 9.5 (high)
- “Typical Net Worth of Relationships: $4-15M” — forbes_shook
- Client niche — C-level public-company executives with equity/stock compensation (high)
- “Many of our clients are top executives at the largest companies in the world. We are aware of the complexities and sophistication required to provide a white-glove approach to C-Level executives at large public companies” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “What services do we provide? Long Term Financial Strategies Investment Management Helping you Manage Your Equity Compensation” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/5av-fin-ctr/the-shalhoup-group (high)
- “The Shalhoup Group - Financial Advisors in New York, NY 10019 | Merrill” — firm_official
- Value proposition (verbatim) — We work to free you from the stress and worry of managing wealth, so you are free to enjoy its rewards. (high)
- “We work to free you from the stress and worry of managing wealth, so you are free to enjoy its rewards.” — firm_official
- Differentiators — White-glove approach built for C-level executives at large public companies, Deep expertise in stock compensation and concentrated stock management, Team infrastructure and personnel delivering the highest level of client experience, Operates nationally, serving families across multiple generations, Credentialed bench: CFA, CPWA, CFP, CRPC; 100+ years combined experience (high)
- “What makes our team unique? Our level of advice, service, and execution have differentiated us, and propelled our growth as a team. Our team’s infrastructure and personnel allow us to deliver the highest level of client ” — 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)
- “The Shalhoup Group Welcome Recognition About Us Meet Our Team Insights About Merrill” — firm_official
- Books published — 0 (medium)
- “Michael Shalhoup Managing Director , Senior Financial Advisor Forbes "Best-in-State Wealth Advisors", 2018-2026” — firm_official
- Linkedin url — https://www.linkedin.com/in/michael-shalhoup-878a245 (high)
- Social presence — linkedin_active (low)
- Press awards — Barron's Top 1,200 Financial Advisors, 2022-2025, Barron's Top 1,500 Financial Advisors, 2026, On Wall Street Top 40 Advisors Under 40, 2018-2023, Financial Planning's Top 40 Brokers Under 40, 2021-2023 (high)
- “Barron's "Top 1,200 Financial Advisors", 2022-2025 (Published annually February – March. Rankings based on data as of September 30 of prior year.) On Wall Street "Top 40 Advisors Under 40", 2018-2023 (Published annually ” — firm_official
Visual brand
- Has distinct logo — no (high)
- “The Shalhoup Group Merrill Lynch Wealth Management 75 Rockefeller Plz New York NY 10019” — firm_official
- Logo url — https://a.mktgcdn.com/p/05d5brvI9DPSJg3jowZsqQzBp7H_gQW3WgT6DL1HLXE/505x328.png (medium)
- Visual brand notes — Standard Merrill corporate template: white ground, neutral grays (#646464 icon fill), restrained sans-serif type, wide team and city photography. No team-specific palette or mark. (high)
- “fill='%23646464'” — firm_official
