Raj Bhatia
Raj Bhatia is Managing Director and Private Wealth Advisor of The Bhatia Group at Merrill Private Wealth Management. For over 40 years, he has helped a select group of high-net-worth clients acquire, grow and preserve assets, helping them pass their wealth to successive generations, and create lasting legacies. He works with a select number of corporate executives, company founders, individuals and families, family offices, endowments, and foundations. He has a well-regarded depth of experience in wealth management, asset allocation, and portfolio management. Bhatia is an accredited International Wealth Advisor. He has been recognized numerous times by various leading financial media outlets and publications, including Forbes, Barron's, The Financial Times, and Chicago Tribune.
Raj Bhatia Professional Experience / Academic History
Professional Experience
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Managing Director, Private Wealth Advisor
Academic History
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MBA
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Bachelor of Science, Electrical Engineering
THE BHATIA GROUP
The group is a boutique-like 10-member financial advisory team, serving a select group of ultra-high-net worth families, business owners, and institutions.
He leads the team in providing investment management, retirement planning, estate planning, tax planning, insurance planning, business succession, and charitable planning to clients.
Notable achievements by The Bhatia Group:
Ranked #1 in the 2023 Forbes Best-In-State Wealth Management Teams (Illinois - Chicago) list
Ranked #33 in the 2023 America's Top Wealth Advisors list
Has over $2 billion in assets under management
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2017-2023
Barron's America's Top 100 Financial Advisors, 2016-2017
Barron's Top 1,200 Financial Advisors, 2014-2017, 2023
Financial Times Top 400 Financial Advisors, 2014-2017
CERTIFICATIONS
Global Institutional Consultant
Certified Investment Management Analyst (CIMA)
Member, Investment Management Consultants Association
INVOLVEMENT