Top Wealth + Best-in-State + Barron's 100 · rank 5 · New York, New York · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “The Weil Group Merrill Private Wealth Management One Bryant Park Floor 28 New York NY 10036” — firm_official
- Parent company — Bank of America (high)
- “Our senior partner, Noel Weil, has worked at Merrill since 1991 providing our team with the knowledge base and professional network that allows us to fully engage the worldwide resources and depth of expertise of Bank of” — firm_official
- Firm type — wirehouse (high)
- “"currentEmployments": [{"firmId": 7691, "firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "11/6/1991"” — sec_finra_regulatory
- Team name — The Weil Group (high)
- “The Weil Group provides customized financial strategies, services and advice for ultra high net worth families and individuals.” — firm_official
- Team size — 7 (high)
- “Meet Our Team Noel Weil Managing Director , Private Wealth Advisor ... Michael H Krystalla , CFP®, CIMA® Senior Vice President , Investment Associate ... James Avolanti , AAMS®, CFP® Vice President , Private Wealth Senio” — firm_official
- CRD — 2084516 (high)
- “"basicInformation": {"individualId": 2084516, "firstName": "NOEL", "middleName": "LEWIS", "lastName": "WEIL", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "11/5/1991"}” — sec_finra_regulatory
- Years experience — 34 (high)
- “"daysInIndustryCalculatedDate": "11/5/1991"” — sec_finra_regulatory
- “Our senior partner, Noel Weil, has worked at Merrill since 1991” — firm_official
- Designations — — (high)
- “Noel Weil Managing Director , Private Wealth Advisor 212.418.2810” — firm_official
Book of business
- Team AUM ($M) — 27800 (high)
- “{"rank":16,"year":2026,"uri":"noel-weil","firm":"Merrill Private Wealth Management","city":"New York","state":"New York","qas":{"Asset Date":"6/30/2025","Team Assets (Custodied)":"$27.8B"}}” — forbes_shook
- Account minimum ($M) — 20 (high)
- “"Minimum account size for new business":"$20M"” — forbes_shook
- Typical client net worth ($M) — 100 (medium)
- “{"rank_2026":11,"advisor":"Noel Weil","firm":"Merrill Private Wealth Management","typical_net_worth_mil":100}” — professional_press
- “"Typical Net Worth of Relationships":"$50-500M"” — forbes_shook
- Client niche — ultra high net worth families and individuals (high)
- “The Weil Group provides customized financial strategies, services and advice for ultra high net worth families and individuals.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “"currentEmployments": [{"firmId": 7691, "firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N"” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ny/park-ave-office/weilgroup (high)
- “The Weil Group - Financial Advisor in New York, NY 10036 | Merrill” — firm_official
- Value proposition (verbatim) — Accessible, knowledgeable and experienced, we are committed to building and maintaining strong client relationships. We're passionate about what we do and we bring that passion to helping every client make what may be the most important financial decisions of their lives. Our private wealth team provides customized services to a select group of individuals and families with significant wealth. (high)
- “Accessible, knowledgeable and experienced, we are committed to building and maintaining strong client relationships. We’re passionate about what we do and we bring that passion to helping every client make what may be th” — firm_official
- Differentiators — macro-driven investment approach with strong emphasis on capital preservation, deliberately limited client roster for lasting, customized relationships, goals-based strategy built around each client's unique priorities, 34-year Merrill tenure unlocking Bank of America's worldwide resources, multigenerational focus spanning current and future family generations (high)
- “Our investment approach is grounded in a macro perspective with a strong emphasis on capital preservation. We forego fads and impulse thinking believing that diversification and risk reviews are the bedrock of financial ” — firm_official
- “Because significant wealth requires customized goals-based financial strategies, we believe in building lasting relationships with a limited number of clients, taking the time to understand your most important priorities” — firm_official
- Content marketing — none (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)
- “The Weil Group Recognition Our Approach Meet Our Team Insights About Private Wealth On this page navigate to...” — firm_official
- Books published — 0 (low)
- “Noel Weil Managing Director , Private Wealth Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/noel-weil-184a411ab (medium)
- Social presence — linkedin_active (low)
- Press awards — Barron's "Top 100 Financial Advisors", 2012-2026, Barron's "Hall of Fame", 2021, Barron's "Top 250 Private Wealth Management Teams", 2026, Barron's Top 50 Private Wealth Management Teams, 2020 (high)
- “Barron's "Top 100 Financial Advisors", 2012-2026 (Published annually Mar – April. Rankings based on data as of December 31 of prior year.) ... Barron's "Hall of Fame", 2021 (Published throughout 2021. Rankings based on d” — firm_official
- “Barron’s Top 50 Private Wealth Management Teams, 2020 (Published on April 17. 2020. Rankings based on data as of December 31, 2019.)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “The Weil Group Merrill Private Wealth Management One Bryant Park Floor 28 New York NY 10036” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill advisor-site template: white ground, corporate blue accents, sans-serif type, stock lifestyle photography plus headshots. Team identity is typographic only — no bespoke mark, palette, or imagery for The Weil Group. (high)
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