Top Wealth + Best-in-State · rank 5 · Frisco, Texas · listed firm: Merrill Private Wealth Management
Identity & firm
- Firm — Merrill Private Wealth Management (high)
- “Nagel Pierce Group Merrill Private Wealth Management 1 Cowboys Way Ste 400 Frisco TX 75034” — firm_official
- Parent company — Bank of America (high)
- “we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America” — firm_official
- Firm type — wirehouse (high)
- “"firmName": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "iaOnly": "N", "registrationBeginDate": "9/24/1996", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
- Team name — Nagel Pierce Group (high)
- “Nagel Pierce Group Welcome Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
- Team size — 6 (medium)
- “Steven Nagel , CRPC™ Managing Director , Private Wealth Advisor ... Tommy Pierce , CEPA®, CPWA® Managing Director , Private Wealth Advisor ... Kim M Pearson Assistant Vice President , Private Wealth Associate ... Karen D” — firm_official
- CRD — 2438168 (high)
- “"individualId": 2438168, "firstName": "STEVEN", "middleName": "MARC", "lastName": "NAGEL", "otherNames": [], "bcScope": "Active", "iaScope": "Active"” — sec_finra_regulatory
- Years experience — 31 (high)
- “"daysInIndustryCalculatedDate": "6/22/1995"” — sec_finra_regulatory
- Designations — other:CRPC (high)
- “Steven Nagel , CRPC™ Managing Director , Private Wealth Advisor” — firm_official
Book of business
- Team AUM ($M) — 2500 (high)
- “"Team Assets (Custodied)":"$2.5B"” — forbes_shook
- Account minimum ($M) — 5 (high)
- “"Minimum account size for new business":"$5M"” — forbes_shook
- Typical client net worth ($M) — 11.5 (high)
- “"Typical Net Worth of Relationships":"$5-18M"” — forbes_shook
- Client niche — multigenerational high-net-worth families (medium)
- “When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy a” — firm_official
- Custodians — gap: not_applicable
- Fee model — not_public (low)
- “Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service.” — firm_official
Positioning & marketing
- Website url — https://advisor.ml.com/sites/tx/the-star/nagel-pierce (high)
- “Nagel Pierce Group - Financial Advisor in Frisco, TX 75034 | Merrill” — firm_official
- Value proposition (verbatim) — Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals. (high)
- “Whatever your personal goals may be, we will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.” — firm_official
- Differentiators — one-on-one personalized wealth strategy, access to Merrill investment insights plus Bank of America banking and lending, multigenerational wealth strategy, dedicated Private Wealth Services (Center for Family Wealth, Strategic Wealth Advisory Group, Family Office Services), service to a select group of clients (medium)
- “Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending ” — firm_official
- “Plus, as a client, you have access to our dedicated Private Wealth Services, including: Merrill Center for Family Wealth® Strategic Wealth Advisory Group Family Office Services” — 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)
- “Nagel Pierce Group Welcome Recognition Our Approach Meet Our Team Insights About Private Wealth” — firm_official
- Books published — 0 (low)
- “Steven Nagel , CRPC™ Managing Director , Private Wealth Advisor” — firm_official
- Linkedin url — https://www.linkedin.com/in/steven-nagel-ba342566/ (low)
- “Steven Nagel - Managing Director - Merrill Lynch Private Wealth Management | LinkedIn” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — Barron's "Top 1,500 Financial Advisors", 2026, Barron's "Top 1200 Financial Advisors", 2016-2025, Financial Times "FT400", 2016, 2018, Barron's "Top 250 Private Wealth Management Teams", 2025 (Nagel Pierce Group) (high)
- “Financial Times "FT400", 2016, 2018 (Published annually Mar – April. Rankings based on data as of June 30 of prior year.) ... Barron's "Top 1200 Financial Advisors", 2016-2025 (Published annually in March. Rankings based” — firm_official
- “Barron's "Top 250 Private Wealth Management Teams", 2025 (Published on May 9, 2025. Rankings based on data as of December 31, 2024.)” — firm_official
Visual brand
- Has distinct logo — no (high)
- “Nagel Pierce Group Merrill Private Wealth Management 1 Cowboys Way Ste 400 Frisco TX 75034” — firm_official
- Logo url — gap: not_found_after_search
- Visual brand notes — Standard Merrill corporate template: white ground, navy and Merrill-bull accents, clean sans-serif type, headshot grid plus generic lifestyle stock photography. No team-specific mark or palette. (medium)
- “Nagel Pierce Group Merrill Private Wealth Management 1 Cowboys Way Ste 400 Frisco TX 75034 Visit us (940) 297.6980” — firm_official