Peter Rohr

Top Wealth + Best-in-State + Barron's 100 · rank 1 · Wayne, Pennsylvania · listed firm: Merrill Private Wealth Management

Identity & firm

• Firm — Merrill Private Wealth Management (high)
  • “Peter Rohr - Merrill Private Wealth Management” — forbes_shook
• Parent company — Bank of America (high)
  • “We offer the intimacy and attentiveness of a boutique firm bolstered by the global resources and proven capabilities of Merrill and Bank of America.” — firm_official
• Firm type — wirehouse (high)
  • “Peter Rohr - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
• Team name — The Rohr Group (high)
  • “The Rohr Group - Financial Advisor in Philadelphia, PA 19103 | Merrill” — firm_official
• Team size — 15 (high)
  • “The Rohr Group is a fifteen-person Private Wealth Management team focused on the unique needs of select high net worth families” — firm_official
• CRD — 1691670 (medium)
  • “Peter A Rohr - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
• Years experience — 39 (medium)
  • “Peter Rohr joined Merrill Lynch in 1987.” — firm_official
• Designations — CFP, CIMA, CPWA, other:CRPC, other:CSRIC (high)
  • “Peter Rohr — Managing Director, Private Wealth Advisor (CFP®, CIMA®, CPWA®, CRPC™, CSRIC®)” — firm_official

Book of business

• Team AUM ($M) — 8100 (high)
  • “$8.1 billion (as of November 17, 2025)” — firm_official
  • “Team Assets: $7.7B (custodied)” — forbes_shook
• Account minimum ($M) — 15 (high)
  • “Minimum Account Size: $15M” — forbes_shook
• Typical client net worth ($M) — 150 (high)
  • “Typical Net Worth of Relationships: $30-150M” — forbes_shook
• Client niche — ultra-affluent multigenerational families and corporate executives (high)
  • “The Rohr Group is a fifteen-person Private Wealth Management team focused on the unique needs of select high net worth families” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “Registration Type: Investment Adviser (IA) and Broker-Dealer (B) registrations” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.ml.com/sites/pa/wayne-pa/rohrgroup (high)
  • “The Rohr Group - Financial Advisor in Philadelphia, PA 19103 | Merrill” — firm_official
• Value proposition (verbatim) — We offer the intimacy and attentiveness of a boutique firm bolstered by the global resources and proven capabilities of Merrill and Bank of America. (high)
  • “We offer the intimacy and attentiveness of a boutique firm bolstered by the global resources and proven capabilities of Merrill and Bank of America.” — firm_official
• Differentiators — boutique intimacy with Merrill/Bank of America global resources, fifteen-person dedicated private wealth team, serves select high net worth families only, investment management, estate planning and corporate executive services, family office operations experience (high)
  • “The Rohr Group is a fifteen-person Private Wealth Management team focused on the unique needs of select high net worth families and offers the intimacy and attentiveness of a boutique firm bolstered by the global resourc” — firm_official
• Content marketing — none (low)
  • “Peter is a frequent commentator on wealth management issues for the media and has been quoted in Bloomberg Magazine, The Wall Street Journal, Financial Times and Financial Planning Magazine.” — firm_official
• Has podcast — no (medium)
  • “Peter is a frequent commentator on wealth management issues for the media and has been quoted in Bloomberg Magazine, The Wall Street Journal, Financial Times and Financial Planning Magazine.” — firm_official
• Books published — gap: not_found_after_search
• Linkedin url — https://www.linkedin.com/in/peter-rohr-cfp%C2%AE-cima%C2%AE-cpwa%C2%AE-csric%C2%AE-crpc%E2%84%A2-93288573/ (medium)
  • “Peter Rohr, CFP®, CIMA®, CPWA®, CSRIC®, CRPC™ - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
• Social presence — linkedin_active (low)
  • “Peter Rohr, CFP®, CIMA®, CPWA®, CSRIC®, CRPC™ - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
• Press awards — Barron's Top 100 Financial Advisors (2006-2025), Barron's Hall of Fame (2019), Barron's Top 250 Private Wealth Management Teams (2019-2026), Financial Times FT400 (2013-2020), David Brady Award (2016) (high)
  • “Barron's "Hall of Fame" (2019)” — firm_official

Visual brand

• Has distinct logo — no (medium)
  • “The Rohr Group - Financial Advisor in Philadelphia, PA 19103 | Merrill” — firm_official
• Logo url — gap: not_found_after_search
• Visual brand notes — Merrill corporate template: navy and white palette, generous white space, serif headings, formal team headshots on neutral backgrounds. No independent team mark. (medium)
  • “The Rohr Group - Financial Advisor in Philadelphia, PA 19103 | Merrill” — firm_official

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