Top Wealth + Best-in-State + Barron's 100 · rank 1 · Boston, Massachusetts · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “The Sharma Group Merrill Private Wealth Management 100 Federal Street Boston MA 02110” — firm_official
- Parent company — Bank of America (high)
- “Raj Sharma - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Raj Sharma - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
- Team name — The Sharma Group (high)
- “The Sharma Group Merrill Private Wealth Management 100 Federal Street Boston MA 02110” — firm_official
- Team size — 22 (medium)
- “Meet Our Team” — firm_official
- CRD — 1764403 (high)
- “BrokerCheck Report Raj Sharma Section Title Report Summary” — sec_finra_regulatory
- Years experience — 39 (medium)
- “drawing from our deep investment experience honed over three decades at Merrill” — firm_official
- Designations — CIMA (high)
- “Raj Sharma, CIMA® - Merrill Private Wealth Management” — social_or_third_party_db
Book of business
- Team AUM ($M) — 7400 (high)
- “"Team Assets (Custodied)":"$7.4B"” — forbes_shook
- Account minimum ($M) — 5 (high)
- “"Minimum account size for new business":"$5M"” — forbes_shook
- Typical client net worth ($M) — 15 (high)
- “"Typical Net Worth of Relationships":"$15-100M"” — forbes_shook
- Client niche — ultra-high net worth entrepreneurs, tech founders and corporate executives (high)
- “Our team provides tailored solutions to meet the sophisticated needs of ultra-high net worth individuals.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Raj Sharma - Broker at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.ml.com/sites/ma/boston-pwm-ii/sharma_group (high)
- “The Sharma Group - Financial Advisor in Boston, MA 02110 | Merrill” — firm_official
- Value proposition (verbatim) — Serving only a select group of clients whose needs and values are at the center of our dedicated focus, we offer both the intimacy of a boutique and the global resources of one of the world's largest financial services firms. (high)
- “Our team provides tailored solutions to meet the sophisticated needs of ultra-high net worth individuals. Serving only a select group of clients whose needs and values are at the center of our dedicated focus, we offer b” — firm_official
- Differentiators — boutique intimacy plus global resources of a large firm, deliberately limited client roster for high-touch, concierge-level service, three decades of investment experience at Merrill, goals-based customized strategies for significant wealth, dedicated advisor for younger-generation family members (high)
- “Our team works with a select number of clients by design so that we can provide high-touch, concierge-level service and devote significant time and resources to every relationship.” — firm_official
- “We believe your unique goals should be at the center of all of your financial decisions and form the foundation of your financial strategy. Because significant wealth requires customized goals-based financial strategies,” — 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)
- “Welcome Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
- Books published — 1 (high)
- “The Purposeful Wealth Advisor: How to Build a Rewarding Career While Helping Clients Achieve Their Dreams: 9781637555484: Sharma, Raj: Books” — general_press
- Linkedin url — https://www.linkedin.com/in/raj-sharma-cima%C2%AE-4a424011/ (high)
- “Raj Sharma, CIMA® - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Raj Sharma, CIMA® - Merrill Private Wealth Management | LinkedIn” — social_or_third_party_db
- Press awards — Barron's Top 100 Financial Advisors, Barron's Hall of Fame, Financial Times FT 400, 2019-2020, Boston Foundation Board of Directors, Extel (Institutional Investor) ranking (high)
- “Financial Times "FT400", 2019-2020 (Published annually Mar – April. Rankings based on data as o” — firm_official
- “He has been named to Barron's Hall of Fame and ranked by Barron's and Forbes as a Top 100 Wealth Advisor.” — professional_press
Visual brand
- Has distinct logo — no (high)
- “The Sharma Group Merrill Private Wealth Management 100 Federal Street Boston MA 02110” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Merrill corporate template: navy and white with the Merrill bull wordmark, sans-serif type, full-bleed lifestyle photography and uniform square advisor headshots. No team-specific mark or palette. (high)
- “The Sharma Group - Financial Advisor in Boston, MA 02110 | Merrill” — firm_official