Next-Gen + Best-in-State · rank 45 · Cincinnati, Ohio · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “The Evelo|Singer|Sullivan|Bruegge Group Merrill Private Wealth Management 312 Walnut Street Suite 2400 Cincinnati OH 45202” — firm_official
- Parent company — Bank of America (high)
- “Shilpa Mirchandani Family Office Principal Bank of America, N.A. Anna Pruitt Philanthropic Strategist Bank of America, N.A. Allen Reece Wealth Strategist Merrill” — firm_official
- Firm type — wirehouse (high)
- “"firm_name": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "branch_city": "CINCINNATI", "branch_state": "OH"” — sec_finra_regulatory
- Team name — The Evelo|Singer|Sullivan|Bruegge Group (high)
- “Welcome The Evelo|Singer|Sullivan|Bruegge Group Comprehensive Wealth Management for Families and Institutions” — firm_official
- Team size — 30 (medium)
- “Steven M. Claar , CFA Managing Director , Private Wealth Advisor 513.579.3881 513.579.3881 Get in touch icon/control/launch copy View bio Katherine E. Anderson , CFA, CFP® Financial Advisor” — firm_official
- CRD — 5295151 (high)
- “"ind_source_id": "5295151", "ind_firstname": "STEVEN", "ind_middlename": "M", "ind_lastname": "CLAAR"” — sec_finra_regulatory
- Years experience — 15 (medium)
- “"ind_industry_cal_date": "2010-11-17"” — sec_finra_regulatory
- Designations — CFA (high)
- “Steven M. Claar , CFA Managing Director , Private Wealth Advisor 513.579.3881” — firm_official
Book of business
- Team AUM ($M) — 11500 (high)
- “With $11.5 billion in assets under management (as of June 30, 2026) and a team of seasoned professionals, we deliver the scale, expertise, and innovative strategies required to protect, grow, and efficiently transfer wea” — firm_official
- Account minimum ($M) — 5 (high)
- “Minimum Account Size: $5 million for new clients” — forbes_shook
- Typical client net worth ($M) — 10 (high)
- “Typical Client Net Worth: $10-500 million” — forbes_shook
- Client niche — foundations, endowments and nonprofits; business owners and corporate executives (high)
- “We partner with endowments, foundations, and nonprofits to help steward assets wisely — so you can stay focused on advancing your mission and creating stronger, more vibrant communities.” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (medium)
- “Learn more about an advisor's background on FINRA's BrokerCheck” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/oh/cincinnati-pmw/evelosingersullivanbruegge (high)
- “The Evelo|Singer|Sullivan|Bruegge Group - Financial Advisor in Cincinnati, OH 45202 | Merrill” — firm_official
- Value proposition (verbatim) — For more than four decades, we've partnered with successful families and institutional investors across the United States, delivering the sophisticated strategies required to manage substantial wealth. (high)
- “For more than four decades, we’ve partnered with successful families and institutional investors across the United States, delivering the sophisticated strategies required to manage substantial wealth.” — firm_official
- Differentiators — Four decades serving families and institutional investors, $11.5B AUM scale (as of June 30, 2026), Simplifies complexity of large, multi-stakeholder portfolios, Dedicated foundation/endowment and nonprofit practice, Segmented approach for business owners, corporate executives, women wealth creators (high)
- “Managing a large portfolio is complex and our mission is to simplify the complexity for you and your stakeholders. Let us help you protect, grow, and steward your investment assets with confidence.” — firm_official
- “Foundations & Endowments Business Owners & Entrepreneurs Corporate Executives Women Wealth Creators Our Philosophy Team Awards” — 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)
- “Welcome Recognition Our Approach Events Meet Our Team Insights About Private Wealth” — firm_official
- Books published — 0 (low)
- “Steven M. Claar , CFA Managing Director , Private Wealth Advisor 513.579.3881” — firm_official
- Linkedin url — gap: not_found_after_search
- Social presence — none (low)
- “Welcome Recognition Our Approach Events Meet Our Team Insights About Private Wealth” — firm_official
- Press awards — Barron's Top 100 Private Wealth Management Teams (team, 2019-2024) (medium)
- “Recognition David L. Singer Managing Director , Private Wealth Advisor Barron's "Hall of Fame", 2026” — firm_official
Visual brand
- Has distinct logo — no (high)
- “The Evelo|Singer|Sullivan|Bruegge Group Merrill Private Wealth Management 312 Walnut Street Suite 2400 Cincinnati OH 45202” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill corporate template: white ground, navy/dark text, the Merrill bull rendered as inline SVG, sans-serif type, square headshot grid, no team-specific palette or imagery. (high)
- “<img style="object-position:top;object-fit:cover;max-width:850px;width:100%;aspect-ratio:850 / 850" src="https://dyn.mktgcdn.com/p/5Db_s0s2TvMgB27Z7ovrpwuwBBgtKbtCHVEt8EUFHAY/width=500,height=500" class="w-full !h-auto"” — firm_official